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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 %
ONSWM
376
Old North State Wealth Management
North Carolina
$895K +$895K +10,424 New
PP
377
Prudential plc
United Kingdom
$890K +$890K +10,379 New
UB
378
UMB Bank
Missouri
$876K +$21.5K +251 +3%
AUB
379
Atlantic Union Bankshares
Virginia
$871K -$13.7K -160 -2%
AAIM
380
American Assets Investment Management
California
$858K
JWM
381
Jeppson Wealth Management
California
$854K -$429 -5 -0.1%
BFS
382
Bard Financial Services
Connecticut
$853K -$1.82M -21,210 -68%
RIA
383
Richwood Investment Advisors
Ohio
$853K +$853K +9,943 New
BCB
384
Brian C. Broderick
$850K
WA
385
Wambolt & Associates
Colorado
$846K +$82.5K +961 +11%
KOC
386
Koss-Olinger Consulting
Florida
$844K -$15.9K -185 -2%
LK
387
Lumbard & Kellner
New Hampshire
$843K +$5.14K +60 +0.6%
CI
388
Cigna Investments
Connecticut
$841K -$265K -3,089 -24%
BCV
389
Banque Cantonale Vaudoise
Switzerland
$839K +$103K +1,200 +14%
AII
390
AGF Investments Inc
Ontario, Canada
$824K
NW
391
Naviter Wealth
Arkansas
$818K +$818K +9,536 New
FC
392
Full18 Capital
Connecticut
$794K -$837K -10,417 -51%
PSF
393
Pacific Sun Financial
California
$794K -$47K -548 -6%
ECM
394
Everence Capital Management
Indiana
$781K
SPC
395
Sigma Planning Corp
Michigan
$769K -$11.1K -129 -1%
OIA
396
OneDigital Investment Advisors
Kansas
$759K +$25.7K +299 +3%
CBTWT
397
Community Bank & Trust (Waco, Texas)
Texas
$750K -$2.57K -30 -0.3%
EVM
398
Eaton Vance Management
Massachusetts
$738K +$31.6K +368 +4%
CIC
399
Carnegie Investment Counsel
Ohio
$736K -$5.06K -59 -0.7%
WA
400
Waverly Advisors
Alabama
$720K +$1.92K +24 +0.3%