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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 %
EI
301
Ethic Inc
New York
$1.76M -$17.2K -200 -1%
HIM
302
Hotaling Investment Management
Pennsylvania
$1.74M +$65.2K +760 +4%
EIA
303
Edgemoor Investment Advisors
Maryland
$1.72M
OFG
304
Oxford Financial Group
Indiana
$1.68M
DADC
305
D.A. Davidson & Co
Montana
$1.68M +$65.8K +767 +4%
PCM
306
Penserra Capital Management
California
$1.66M +$236K +2,852 +17%
AWM
307
Aevitas Wealth Management
Massachusetts
$1.65M +$3.52K +41 +0.2%
MNBTD
308
Moody National Bank Trust Division
Texas
$1.65M -$1,000K -11,657 -38%
WB
309
WesBanco Bank
West Virginia
$1.63M -$129K -1,502 -7%
BAM
310
Blueshift Asset Management
New Jersey
$1.62M -$9.06M -105,650 -85%
OPPTF
311
OPSEU Pension Plan Trust Fund
Ontario, Canada
$1.61M +$47.6K +549 +3%
FWIA
312
Fort Washington Investment Advisors
Ohio
$1.59M +$34.3K +400 +2%
AAS
313
Avantax Advisory Services
Texas
$1.58M +$76.5K +892 +5%
MFS
314
Mirabella Financial Services
United Kingdom
$1.54M +$1.54M +18,000 New
LCM
315
Liberty Capital Management
Michigan
$1.53M -$19.7K -230 -1%
USCWA
316
U.S. Capital Wealth Advisors
Texas
$1.53M -$1.25M -14,549 -45%
SOAMC
317
Spirit of America Management Corp
New York
$1.53M
IAA
318
Independent Advisor Alliance
North Carolina
$1.52M +$18.4K +215 +1%
GAM
319
Gotham Asset Management
New York
$1.49M +$915K +10,672 +160%
CIA
320
Cascade Investment Advisors
Oregon
$1.48M -$7.55K -88 -0.5%
AWA
321
Arkadios Wealth Advisors
Georgia
$1.48M +$430K +5,016 +41%
SDIC
322
South Dakota Investment Council
South Dakota
$1.48M
FAM
323
Fred Alger Management
New York
$1.46M +$29.3K +342 +2%
SI
324
Stephens Inc
Arkansas
$1.46M -$801K -9,335 -35%
SAM
325
Sompo Asset Management
Japan
$1.43M -$1.67M -19,440 -54%