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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 %
PAM
326
Paradigm Asset Management
New York
$1.42M +$93.3K +1,088 +7%
PA
327
Profund Advisors
Maryland
$1.41M -$2.4M -27,996 -63%
FC
328
Forte Capital
New York
$1.39M -$1.03K -12 -0.1%
NAM
329
NTV Asset Management
West Virginia
$1.37M -$104K -1,215 -7%
PFO
330
Pathstone Family Office
New Jersey
$1.37M +$1.02M +11,844 +290%
BA
331
Bard Associates
Illinois
$1.36M -$42.9K -500 -3%
MYAM
332
Meiji Yasuda Asset Management
Japan
$1.35M +$20.4K +238 +2%
RFN
333
RDA Financial Network
Iowa
$1.35M -$85.9K -1,002 -6%
GI
334
GAMCO Investors
Connecticut
$1.33M
VPIM
335
Vanguard Personalized Indexing Management
California
$1.32M +$217K +2,531 +20%
CNFG
336
Creegan & Nassoura Financial Group
New Hampshire
$1.32M
ANI
337
American National Insurance
Texas
$1.31M -$1.06M -12,325 -45%
CG
338
Colony Group
Massachusetts
$1.29M -$4.72K -55 -0.4%
ORC
339
O'Rourke & Company
Massachusetts
$1.29M +$1.29M +15,003 New
MOS
340
MGO One Seven
Ohio
$1.27M +$89.9K +1,048 +8%
SLI
341
Sumitomo Life Insurance
Japan
$1.27M -$34K -396 -3%
BFM
342
Boothbay Fund Management
New York
$1.27M +$1.04M +12,166 +469%
CA
343
Cetera Advisors
Colorado
$1.25M -$365K -4,251 -23%
MIAN
344
Mariner Independent Advisor Network
Kansas
$1.23M -$870K -10,161 -41%
S
345
Seeyond
France
$1.21M -$6.52K -76 -0.5%
AP
346
Advisor Partners
California
$1.17M -$9.27K -108 -0.8%
ACM
347
Advance Capital Management
Michigan
$1.17M +$1.17M +13,588 New
IC
348
Intersect Capital
California
$1.16M +$2.66K +31 +0.2%
WG
349
Welch Group
Alabama
$1.15M -$6.43K -75 -0.6%
CS
350
Comerica Securities
Michigan
$1.13M +$14.1K +164 +1%