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Welltower

757 hedge funds and large institutions have $33.6B invested in Welltower in 2021 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 274 increasing their positions, 259 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
757
Holders Change
+4
Holders Change %
+0.53%
% of All Funds
13.29%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.21%
New
70
Increased
274
Reduced
259
Closed
53
Calls
$107M
Puts
$136M
Net Calls
-$28.8M
Net Calls Change
-$53.2M
Name Holding Trade Value Shares
Change
Shares
Change %
E
776
Ergoteles
New York
-$329K -3,961 Closed
UH
777
Unigestion Holding
Switzerland
-$317K -3,796 Closed
Luther King Capital Management (LKCM)
778
Luther King Capital Management (LKCM)
Texas
-$302K -3,637 Closed
SC
779
Scotia Capital
Ontario, Canada
-$295K -3,546 Closed
RFC
780
Regions Financial Corp
Alabama
-$289K -3,480 Closed
FNBT
781
FineMark National Bank & Trust
Florida
-$285K -3,429 Closed
TA
782
Tectonic Advisors
Texas
-$269K -3,233 Closed
BMA
783
Brooks Moore & Associates
Tennessee
-$224K -2,700 Closed
LOAMS
784
Lombard Odier Asset Management (Switzerland)
Switzerland
-$224K -2,691 Closed
PFWA
785
Paces Ferry Wealth Advisors
Georgia
-$217K -2,612 Closed
MAFM
786
Mid Atlantic Financial Management
Pennsylvania
-$212K -2,552 Closed
HW
787
Hancock Whitney
Mississippi
-$205K -2,463 Closed
BDS
788
Banco de Sabadell
Florida
-$147K -1,763 Closed
RDWM
789
Red Door Wealth Management
Tennessee
-$76K -925 Closed
EFSCE
790
Enterprise Financial Services Corp (EFSC)
Missouri
-$55K -665 Closed
WP
791
WealthShield Partners
North Carolina
-$46K -541 Closed
TI
792
tru Independence
Oregon
-$41K -505 Closed
FWM
793
FFT Wealth Management
Pennsylvania
-$36K -430 Closed
PCTC
794
Perkins Coie Trust Company
Washington
-$25K -300 Closed
LWANC
795
Laurel Wealth Advisors (North Carolina)
North Carolina
-$21K -250 Closed
OC
796
Oakworth Capital
Alabama
-$21K -250 Closed
SB
797
Strategic Blueprint
Georgia
-$16K -194 Closed
TCOV
798
Trust Company of Vermont
Vermont
-$8K -100 Closed
CDIA
799
Capital Directions Investment Advisors
Georgia
-$8K -90 Closed
SL
800
Savior LLC
Massachusetts
-$6K -72 Closed