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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 %
APP
451
Alpha Paradigm Partners
Illinois
$443K +$432K +6,726 +3,980%
TI
452
Tidal Investments
Wisconsin
$438K +$34.4K +535 +9%
FTDI
453
First Trust Direct Indexing
Massachusetts
$433K -$13K -203 -3%
RPCONE
454
Retirement Planning Company of New England
Rhode Island
$431K +$64 +1 +0%
MF
455
Magnetar Financial
Illinois
$430K +$430K +6,682 New
NW
456
NewEdge Wealth
Pennsylvania
$424K +$34.2K +531 +9%
GSWM
457
Greenup Street Wealth Management
Michigan
$423K
Jennison Associates
458
Jennison Associates
New York
$420K
AC
459
Abbrea Capital
California
$411K -$365K -5,675 -47%
V
460
Veritable
Delaware
$411K +$7.6K +118 +2%
IA
461
IFP Advisors
Florida
$411K +$7.8K +125 +2%
Carson Wealth (CWM LLC)
462
Carson Wealth (CWM LLC)
Nebraska
$410K -$3.28K -51 -0.8%
MAM
463
Meeder Asset Management
Ohio
$406K -$27.9K -433 -6%
SRAM
464
Spouting Rock Asset Management
Pennsylvania
$403K +$403K +6,267 New
FMII
465
Farmers & Merchants Investments Inc
Nebraska
$402K -$7.71K -120 -2%
Group One Trading
466
Group One Trading
Illinois
$401K +$401K +6,230 New
SBIA
467
Sheaff Brock Investment Advisors
Indiana
$396K
VFA
468
Values First Advisors
Tennessee
$391K +$16.7K +260 +4%
JIC
469
Johnson Investment Counsel
Ohio
$382K -$9.08K -141 -2%
DGAM
470
Desjardins Global Asset Management
Quebec, Canada
$382K
HT
471
HighTower Trust
Texas
$379K +$379K +5,886 New
AIP
472
Ameritas Investment Partners
Nebraska
$372K +$10.6K +165 +3%
B
473
Bailard
California
$371K -$4.44K -69 -1%
FIBT
474
First International Bank & Trust
North Dakota
$371K +$111K +1,722 +42%
ARMC
475
American Research & Management Company
Massachusetts
$367K