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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 %
LFAS
451
Level Four Advisory Services
Texas
$474K -$30.9K -360 -6%
CANY
452
Caxton Associates (New York)
New York
$472K +$472K +5,503 New
TW
453
TrinityPoint Wealth
Connecticut
$460K +$16.5K +192 +4%
OCM
454
Orion Capital Management
California
$454K
PWMG
455
Pinnacle Wealth Management Group
Michigan
$450K -$164K -1,917 -27%
CCB
456
Cutter & Co Brokerage
Missouri
$446K +$99.7K +1,164 +29%
VF
457
Virtu Financial
New York
$445K -$161K -1,872 -27%
BIA
458
Benchmark Investment Advisors
Illinois
$434K +$434K +5,060 New
TU
459
TDAM USA
Ontario, Canada
$429K
TI
460
Tidal Investments
Wisconsin
$428K +$63.7K +743 +17%
MW
461
Marcum Wealth
Ohio
$427K -$858 -10 -0.2%
VWA
462
Visionary Wealth Advisors
Illinois
$425K -$24K -280 -5%
PWW
463
Pettyjohn Wood & White
Virginia
$424K -$7.12K -83 -2%
CAM
464
Cresset Asset Management
Illinois
$422K +$53.2K +620 +14%
TBA
465
Tower Bridge Advisors
Pennsylvania
$416K
SWP
466
Stratos Wealth Partners
Ohio
$413K +$27.6K +322 +7%
LNWWM
467
Laird Norton Wetherby Wealth Management
California
$412K +$17.8K +208 +5%
BCI
468
Brinker Capital Investments
Pennsylvania
$409K -$212K -2,474 -34%
IAN
469
Integrated Advisors Network
Texas
$409K +$15.9K +185 +4%
LC
470
LCNB Corp
Ohio
$406K +$15K +175 +4%
GT
471
Greenleaf Trust
Michigan
$404K +$3.69K +43 +0.9%
AWAG
472
ARS Wealth Advisors Group
Florida
$400K
TMAM
473
Tokio Marine Asset Management
Japan
$398K +$17K +198 +4%
DCM
474
Donaldson Capital Management
Indiana
$398K +$20.1K +235 +5%
CCA
475
Checchi Capital Advisers
California
$397K +$12.3K +143 +3%