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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 %
FC
401
Fulcrum Capital
Washington
$639K -$24.4K -380 -4%
NRI
402
NFP Retirement Inc
California
$630K -$84.4K -1,313 -12%
XT
403
XTX Topco
Cayman Islands
$627K +$627K +9,753 New
CBTWT
404
Community Bank & Trust (Waco, Texas)
Texas
$620K -$12.9K -200 -2%
PAS
405
Park Avenue Securities
New York
$601K +$19.4K +301 +3%
SG Americas Securities
406
SG Americas Securities
New York
$599K -$1.81M -28,121 -75%
Verition Fund Management
407
Verition Fund Management
Connecticut
$596K +$128K +1,990 +27%
VAS
408
Vestmark Advisory Solutions
Massachusetts
$596K +$369K +5,746 +163%
OIA
409
OneDigital Investment Advisors
Kansas
$595K +$257 +4 +0%
OFG
410
Oxford Financial Group
Indiana
$594K -$1.74K -27 -0.3%
PSF
411
Pacific Sun Financial
California
$588K -$3.86K -60 -0.7%
ECM
412
Everence Capital Management
Indiana
$585K
LWAC
413
Laurel Wealth Advisors (California)
California
$584K -$20.8K -324 -3%
UB
414
UMB Bank
Missouri
$584K +$59.6K +927 +11%
MGP
415
Metis Global Partners
California
$583K +$70.8K +1,103 +14%
SCM
416
Schnieders Capital Management
California
$577K -$4.82K -75 -0.8%
WA
417
Waverly Advisors
Alabama
$577K
SCA
418
Snowden Capital Advisors
New York
$577K +$51K +793 +10%
PA
419
Profund Advisors
Maryland
$576K -$69.9K -1,087 -11%
RIA
420
Richwood Investment Advisors
Ohio
$575K -$38.6K -600 -6%
Cetera Investment Advisers
421
Cetera Investment Advisers
Illinois
$573K -$48.3K -751 -8%
SI
422
Stephens Inc
Arkansas
$567K -$123K -1,918 -18%
Capstone Investment Advisors
423
Capstone Investment Advisors
New York
$558K +$558K +8,680 New
CCP
424
Corient Capital Partners
California
$553K +$247 +3 +0%
WT
425
Whittier Trust
California
$552K -$176K -2,743 -24%