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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 %
ABC
426
Associated Banc-Corp
Wisconsin
$595K +$64.4K +750 +12%
RPCONE
427
Retirement Planning Company of New England
Rhode Island
$580K +$580K +6,764 New
Jones Financial Companies
428
Jones Financial Companies
Missouri
$568K +$57.7K +673 +11%
GSWM
429
Greenup Street Wealth Management
Michigan
$564K +$564K +6,570 New
FMII
430
Farmers & Merchants Investments Inc
Nebraska
$553K -$7.12K -83 -1%
SIAG
431
Safeguard Investment Advisory Group
California
$552K +$3.94K +46 +0.7%
LNC
432
Lincoln National Corp
Pennsylvania
$551K -$29.3K -342 -5%
BCM
433
Bluefin Capital Management
New York
$540K +$540K +6,300 New
SBF
434
Sara-Bay Financial
Florida
$538K +$538K +6,271 New
GWM
435
Geneos Wealth Management
Colorado
$533K -$38.3K -447 -7%
TYCC
436
Texas Yale Capital Corp
Florida
$527K +$343 +4 +0.1%
VAFP
437
Vahanian & Associates Financial Planning
New York
$522K +$522K +6,081 New
ARMC
438
American Research & Management Company
Massachusetts
$515K
CCP
439
Corient Capital Partners
California
$513K +$32.9K +384 +7%
AIA
440
Armor Investment Advisors
North Carolina
$505K -$42.9K -500 -8%
VFA
441
Values First Advisors
Tennessee
$498K -$53.7K -627 -10%
APP
442
Alpha Paradigm Partners
Illinois
$498K
IAS
443
Investment Advisory Services
Texas
$496K +$6.43K +75 +1%
HT
444
HighTower Trust
Texas
$496K +$496K +5,788 New
AIP
445
Ameritas Investment Partners
Nebraska
$495K
CFGS
446
Concourse Financial Group Securities
Alabama
$492K -$28.9K -337 -6%
FMBTD
447
First Midwest Bank Trust Division
Illinois
$486K -$7.71K -90 -2%
V
448
Veritable
Delaware
$483K +$26.5K +309 +6%
FCI
449
Financial Counselors Inc
Kansas
$480K -$34.3K -400 -7%
SWM
450
Spire Wealth Management
Virginia
$478K +$21.3K +249 +5%