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Welltower

781 hedge funds and large institutions have $29.9B invested in Welltower in 2022 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 324 increasing their positions, 239 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
781
Holders Change
-32
Holders Change %
-3.94%
% of All Funds
13.51%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.24%
New
62
Increased
324
Reduced
239
Closed
83
Calls
$77.6M
Puts
$120M
Net Calls
-$42.8M
Net Calls Change
-$56.3M
Name Holding Trade Value Shares
Change
Shares
Change %
ONSWM
376
Old North State Wealth Management
North Carolina
$805K +$127K +1,976 +19%
API
377
Advisor Partners II
California
$803K +$803K +12,490 New
AAM
378
Abeille Asset Management
France
$797K +$177K +2,747 +28%
WC
379
Wexford Capital
Florida
$790K +$314K +4,875 +66%
Vontobel Holding
380
Vontobel Holding
Switzerland
$783K -$1.28M -19,877 -62%
IAA
381
Independent Advisor Alliance
North Carolina
$778K +$9.65K +150 +1%
EI
382
Ethic Inc
New York
$776K -$116K -1,802 -13%
EP
383
Edgestream Partners
New Jersey
$772K +$772K +11,998 New
Ensign Peak Advisors
384
Ensign Peak Advisors
Utah
$759K -$90.7K -1,410 -11%
GBA
385
Garrison Bradford & Associates
New York
$751K +$100K +1,557 +15%
BAMF
386
BI Asset Management Fondsmaeglerselskab
Denmark
$750K -$312K -4,851 -29%
VU
387
Vanderbilt University
Tennessee
$732K +$186K +2,892 +34%
GWM
388
Gray Wealth Management
Maine
$725K +$1.8K +28 +0.2%
CPIA
389
Cornell Pochily Investment Advisors
New York
$718K +$16.1K +250 +2%
AA
390
AlphaCentric Advisors
Puerto Rico
$711K +$711K +11,059 New
BCM
391
Brookstone Capital Management
Illinois
$710K -$63.8K -1,102 -8%
BBVA
392
Banco Bilbao Vizcaya Argentaria
Spain
$710K +$3.54K +55 +0.5%
AII
393
AGF Investments Inc
Ontario, Canada
$696K
CSS
394
Cubist Systematic Strategies
Connecticut
$690K -$6.93M -107,629 -91%
CCA
395
Cadent Capital Advisors
Oklahoma
$684K +$1.48K +23 +0.2%
WA
396
Wambolt & Associates
Colorado
$683K +$6.69K +104 +1%
JWM
397
Jeppson Wealth Management
California
$652K +$12.9K +200 +2%
AUB
398
Atlantic Union Bankshares
Virginia
$651K
AAIM
399
American Assets Investment Management
California
$643K
F
400
F3Logic
Minnesota
$641K -$2.89K -44 -0.4%