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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 %
CCA
426
Checchi Capital Advisers
California
$552K +$9.4K +146 +2%
PCM
427
Penserra Capital Management
California
$550K -$61.2K -952 -10%
MM
428
MQS Management
New York
$547K +$547K +8,504 New
MNBTD
429
Moody National Bank Trust Division
Texas
$544K +$28.8K +448 +6%
ISL
430
Ingalls & Snyder LLC
New York
$537K -$14.5K -225 -3%
HNB
431
Huntington National Bank
Ohio
$530K -$836 -13 -0.2%
MMG
432
Monetary Management Group
Missouri
$519K
SFS
433
Stiles Financial Services
Minnesota
$502K +$12.9K +201 +3%
NA
434
NewEdge Advisors
Louisiana
$501K -$97.3K -1,512 -16%
MAS
435
Madden Advisory Services
Florida
$499K
SFG
436
Summit Financial Group
West Virginia
$479K -$11.4K -177 -2%
TPCW
437
TD Private Client Wealth
New York
$478K +$11.3K +176 +2%
CIC
438
Carnegie Investment Counsel
Ohio
$476K -$82.7K -1,284 -15%
LNC
439
Lincoln National Corp
Pennsylvania
$476K +$6.63K +103 +1%
Federated Hermes
440
Federated Hermes
Pennsylvania
$473K -$7.85K -122 -2%
PFS
441
Prospera Financial Services
Texas
$472K +$237K +3,684 +101%
HI
442
Hendershot Investments
Virginia
$463K
AI
443
Atom Investors
Texas
$457K -$578K -8,981 -56%
Lido Advisors
444
Lido Advisors
California
$456K -$30.6K -476 -6%
SPC
445
Sigma Planning Corp
Michigan
$452K -$58.6K -911 -11%
SBF
446
Sara-Bay Financial
Florida
$449K +$2.45K +38 +0.5%
TMAM
447
Tokio Marine Asset Management
Japan
$449K +$71.2K +1,107 +19%
CG
448
Cutler Group
California
$448K +$332K +5,168 +287%
ABC
449
Associated Banc-Corp
Wisconsin
$445K
RCAG
450
Rehmann Capital Advisory Group
Michigan
$443K +$240K +3,729 +118%