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Welltower

813 hedge funds and large institutions have $37.3B invested in Welltower in 2022 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 314 increasing their positions, 257 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
813
Holders Change
-29
Holders Change %
-3.44%
% of All Funds
13.75%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.3%
New
73
Increased
314
Reduced
257
Closed
89
Calls
$151M
Puts
$137M
Net Calls
+$13.5M
Net Calls Change
-$8.98M
Name Holding Trade Value Shares
Change
Shares
Change %
TPCW
426
TD Private Client Wealth
New York
$597K -$25K -303 -4%
HI
427
Hendershot Investments
Virginia
$593K
Assenagon Asset Management
428
Assenagon Asset Management
Luxembourg
$576K +$78.7K +957 +16%
SBF
429
Sara-Bay Financial
Florida
$575K +$49.9K +602 +10%
ABC
430
Associated Banc-Corp
Wisconsin
$571K
FTDI
431
First Trust Direct Indexing
Massachusetts
$571K +$160K +1,940 +39%
HFA
432
Harbert Fund Advisors
Alabama
$561K +$561K +6,815 New
MAM
433
Meeder Asset Management
Ohio
$555K +$167K +2,028 +43%
CCP
434
Corient Capital Partners
California
$553K -$17K -206 -3%
RPCONE
435
Retirement Planning Company of New England
Rhode Island
$552K +$1.24K +15 +0.2%
GSWM
436
Greenup Street Wealth Management
Michigan
$541K
EWA
437
EP Wealth Advisors
California
$538K +$167K +2,025 +45%
Jennison Associates
438
Jennison Associates
New York
$538K +$538K +6,533 New
Carson Wealth (CWM LLC)
439
Carson Wealth (CWM LLC)
Nebraska
$529K +$101K +1,224 +24%
FMII
440
Farmers & Merchants Investments Inc
Nebraska
$525K +$6.75K +82 +1%
TI
441
Tidal Investments
Wisconsin
$517K -$22.3K -271 -4%
V
442
Veritable
Delaware
$516K +$25.9K +314 +5%
SBIA
443
Sheaff Brock Investment Advisors
Indiana
$507K -$11.1K -135 -2%
Jones Financial Companies
444
Jones Financial Companies
Missouri
$504K -$26.8K -325 -5%
DCM
445
Donaldson Capital Management
Indiana
$500K +$75.1K +913 +18%
JIC
446
Johnson Investment Counsel
Ohio
$500K +$145K +1,758 +41%
NW
447
NewEdge Wealth
Pennsylvania
$499K +$499K +6,061 New
DGAM
448
Desjardins Global Asset Management
Quebec, Canada
$489K +$198K +2,409 +68%
TMAM
449
Tokio Marine Asset Management
Japan
$484K +$59.4K +721 +14%
B
450
Bailard
California
$481K +$2.06K +25 +0.4%