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Welltower

731 hedge funds and large institutions have $27.4B invested in Welltower in 2021 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 264 increasing their positions, 273 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
731
Holders Change
-6
Holders Change %
-0.81%
% of All Funds
12.87%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.19%
New
69
Increased
264
Reduced
273
Closed
70
Calls
$150M
Puts
$106M
Net Calls
+$43.8M
Net Calls Change
+$24.5M
Name Holding Trade Value Shares
Change
Shares
Change %
VCG
776
Vantage Consulting Group
Virginia
-$53K -826 Closed
CCA
777
Childress Capital Advisors
Texas
-$52K -799 Closed
FWM
778
FSA Wealth Management
Massachusetts
-$28K -429 Closed
TI
779
tru Independence
Oregon
-$24 -371 Closed
CTFG
780
Capstone Triton Financial Group
Oklahoma
-$22K -340 Closed
CCM
781
Covington Capital Management
California
-$19K -300 Closed
HGWM
782
Harvest Group Wealth Management
Massachusetts
-$19K -300 Closed
BSSFA
783
Baron Silver Stevens Financial Advisors
Florida
-$14K -229 Closed
O
784
Ossiam
France
-$14K -218 Closed
SIAG
785
Signet Investment Advisory Group
Rhode Island
-$13K -200 Closed
TPWA
786
TRUE Private Wealth Advisors
Oregon
-$9K -150 Closed
RPWA
787
Regent Peak Wealth Advisors
Georgia
-$9K -146 Closed
SIAG
788
Safeguard Investment Advisory Group
California
-$6K -98 Closed
PVH
789
Psagot Value Holdings
Israel
-$3K -50 Closed
TF
790
Tompkins Financial
New York
-$3K -47 Closed
ICP
791
Interchange Capital Partners
Pennsylvania
-$2K -44 Closed
ONST
792
Old North State Trust
North Carolina
-$2K -27 Closed
BHWM
793
Bay Harbor Wealth Management
Maryland
-$2K -25 Closed
RIA
794
RPG Investment Advisory
California
-$1K -20 Closed
GWMIA
795
Global Wealth Management Investment Advisory
Florida
-$1K -16 Closed
FWM
796
ForthRight Wealth Management
Georgia
-$1K -8 Closed
MA
797
MUFG Americas
New York
-$1K -8 Closed