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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 %
CI
451
Cigna Investments
Connecticut
$480K -$153K -1,853 -24%
VFA
452
Values First Advisors
Tennessee
$479K -$19.5K -237 -4%
ACP
453
Aviance Capital Partners
Florida
$475K +$475K +5,770 New
ARMC
454
American Research & Management Company
Massachusetts
$469K
LNWWM
455
Laird Norton Wetherby Wealth Management
California
$468K +$52.7K +641 +13%
AIP
456
Ameritas Investment Partners
Nebraska
$464K +$7.4K +90 +2%
LFAS
457
Level Four Advisory Services
Texas
$462K +$15.6K +190 +4%
FCI
458
Financial Counselors Inc
Kansas
$461K
LK
459
Lumbard & Kellner
New Hampshire
$453K -$359K -4,355 -44%
OCM
460
Orion Capital Management
California
$436K
GRP
461
Global Retirement Partners
California
$436K +$165 +2 +0%
FIM
462
Freedom Investment Management
Connecticut
$432K +$74.9K +910 +21%
IWC
463
Integrated Wealth Concepts
Massachusetts
$432K +$432K +5,245 New
IAS
464
Investment Advisory Services
Texas
$429K -$47.2K -573 -10%
BIA
465
Benchmark Investment Advisors
Illinois
$417K
KOC
466
Koss-Olinger Consulting
Florida
$413K -$274K -3,325 -40%
GT
467
Greenleaf Trust
Michigan
$411K -$44.5K -540 -10%
Bank Julius Baer & Co
468
Bank Julius Baer & Co
Switzerland
$407K +$316K +3,839 +349%
IAG
469
Investment Advisory Group
Massachusetts
$404K
AWAG
470
ARS Wealth Advisors Group
Florida
$404K +$20.6K +250 +5%
GT
471
Glenview Trust
Kentucky
$401K +$11.2K +136 +3%
LC
472
LCNB Corp
Ohio
$400K +$10.3K +125 +3%
TBA
473
Tower Bridge Advisors
Pennsylvania
$399K
IA
474
IFP Advisors
Florida
$398K
ETC
475
Exchange Traded Concepts
Oklahoma
$398K +$16.2K +197 +4%