WELL icon

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 %
Bessemer Group
401
Bessemer Group
New Jersey
$707K +$276K +3,211 +64%
MMG
402
Monetary Management Group
Missouri
$693K
SBIA
403
Sheaff Brock Investment Advisors
Indiana
$677K
MAS
404
Madden Advisory Services
Florida
$675K -$1.97K -23 -0.3%
NA
405
NewEdge Advisors
Louisiana
$673K +$286K +3,337 +74%
AAF
406
Andra AP-fonden
Sweden
$660K -$3.24M -37,800 -83%
WDA
407
Wendell David Associates
New Hampshire
$660K +$137K +1,600 +26%
SFG
408
Summit Financial Group
West Virginia
$653K
AAM
409
Abeille Asset Management
France
$653K +$653K +7,619 New
SS
410
Simplicity Solutions
Minnesota
$652K +$327K +3,814 +101%
SFS
411
Stiles Financial Services
Minnesota
$645K +$645K +7,516 New
AA
412
AlphaCentric Advisors
Puerto Rico
$643K +$429K +5,000 +200%
AWM
413
AE Wealth Management
Kansas
$638K +$122K +1,427 +24%
PAS
414
Park Avenue Securities
New York
$637K +$128K +1,496 +25%
IA
415
IFG Advisory
Georgia
$625K -$12.3K -144 -2%
Assenagon Asset Management
416
Assenagon Asset Management
Luxembourg
$625K +$29.5K +344 +5%
FHB
417
First Hawaiian Bank
Hawaii
$622K -$294K -3,432 -32%
HI
418
Hendershot Investments
Virginia
$618K +$618K +7,202 New
Los Angeles Capital Management
419
Los Angeles Capital Management
California
$613K -$12.9K -150 -2%
Tudor Investment Corp
420
Tudor Investment Corp
Connecticut
$610K +$610K +7,117 New
IA
421
IndexIQ Advisors
New York
$607K -$14.1K -164 -2%
IRF
422
IBM Retirement Fund
New York
$603K -$410K -4,778 -40%
Lido Advisors
423
Lido Advisors
California
$601K -$58K -677 -9%
TPCW
424
TD Private Client Wealth
New York
$600K -$5.23K -61 -0.9%
HIC
425
Hartline Investment Corp
Illinois
$596K