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Welltower

802 hedge funds and large institutions have $36.5B invested in Welltower in 2021 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 297 increasing their positions, 257 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
802
Holders Change
+45
Holders Change %
+5.94%
% of All Funds
12.39%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
116
Increased
297
Reduced
257
Closed
57
Calls
$126M
Puts
$145M
Net Calls
-$18.7M
Net Calls Change
+$10.1M
Name Holding Trade Value Shares
Change
Shares
Change %
OC
276
Oppenheimer & Co
New York
$2.22M -$207K -2,417 -9%
PWMAG
277
Pinnacle Wealth Management Advisory Group
New Jersey
$2.18M +$2.18M +25,452 New
BFO
278
Boston Family Office
Massachusetts
$2.12M +$50.7K +591 +2%
CGH
279
Crossmark Global Holdings
Texas
$2.11M +$307K +3,574 +17%
MML Investors Services
280
MML Investors Services
Massachusetts
$2.07M +$378K +4,412 +22%
OSAM
281
O'Shaughnessy Asset Management
Connecticut
$2.07M -$2.85M -33,181 -58%
XF
282
XML Financial
Maryland
$2.05M -$2.92K -34 -0.1%
Rockefeller Capital Management
283
Rockefeller Capital Management
New York
$2.04M +$1.03M +11,985 +102%
FA
284
FDx Advisors
Illinois
$2.02M +$476K +5,550 +31%
Mariner
285
Mariner
Kansas
$1.98M +$130K +1,512 +7%
PMG
286
ProVise Management Group
Florida
$1.95M -$12.4K -145 -0.6%
Rafferty Asset Management
287
Rafferty Asset Management
New York
$1.95M -$368K -4,288 -16%
Pacer Advisors
288
Pacer Advisors
Pennsylvania
$1.94M -$325K -3,793 -14%
NMIMC
289
Northwestern Mutual Investment Management Company
Wisconsin
$1.92M +$31.5K +367 +2%
VAS
290
Vestmark Advisory Solutions
Massachusetts
$1.91M +$80.4K +938 +4%
AFA
291
American Financial Advisors
Georgia
$1.91M -$841K -9,806 -31%
JAM
292
Jupiter Asset Management
United Kingdom
$1.9M +$138K +1,612 +8%
PA
293
PFG Advisors
Arizona
$1.89M -$26.7K -311 -1%
HCM
294
HGI Capital Management
New York
$1.89M +$1.89M +22,049 New
EOJOAM
295
E. Ohman J:or Asset Management
Sweden
$1.87M +$223K +2,600 +14%
BB
296
Busey Bank
Illinois
$1.86M -$82.9K -967 -4%
SPFA
297
Summit Place Financial Advisors
New Jersey
$1.84M +$45.9K +535 +3%
PG
298
Pendal Group
Australia
$1.82M -$580K -6,757 -24%
BF
299
BOK Financial
Oklahoma
$1.8M +$101K +1,182 +6%
RJT
300
Raymond James Trust
Florida
$1.76M +$20.7K +241 +1%