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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 %
CCC
476
Crescent Capital Consulting
Louisiana
$393K
PFS
477
Prospera Financial Services
Texas
$389K +$1.89K +22 +0.5%
ETC
478
Exchange Traded Concepts
Oklahoma
$388K +$380K +4,431 +4,923%
IA
479
IFP Advisors
Florida
$387K -$77.1K -889 -17%
FTDI
480
First Trust Direct Indexing
Massachusetts
$387K +$20.4K +237 +6%
OWP
481
Obermeyer Wealth Partners
Colorado
$385K
IC
482
IEQ Capital
California
$384K -$22.8K -266 -6%
EWA
483
EP Wealth Advisors
California
$384K -$13.7K -159 -3%
GLA
484
Good Life Advisors
Pennsylvania
$383K +$14.8K +172 +4%
MIS
485
Morningstar Investment Services
Illinois
$381K -$990K -11,551 -72%
AA
486
AlphaMark Advisors
Kentucky
$378K
JIC
487
Joel Isaacson & Co
New York
$377K
CFB
488
Cullen/Frost Bankers
Texas
$375K +$15.9K +185 +4%
SFI
489
Siemens Fonds Invest
Germany
$373K -$1.29K -15 -0.3%
JIC
490
Johnson Investment Counsel
Ohio
$370K +$370K +4,317 New
CNC
491
Canandaigua National Corp
New York
$369K +$600 +7 +0.2%
BIP
492
Blueprint Investment Partners
North Carolina
$367K +$83.3K +971 +29%
CCG
493
Cypress Capital Group
Florida
$365K +$365K +4,250 New
SCA
494
Snowden Capital Advisors
New York
$364K -$336K -3,922 -48%
9WM
495
9258 Wealth Management
Ohio
$360K -$3.86K -45 -1%
CI
496
Conning Inc
Connecticut
$360K +$37.2K +433 +12%
PCS
497
Personal CFO Solutions
New Jersey
$359K -$27.2K -317 -7%
Lazard Asset Management
498
Lazard Asset Management
New York
$359K +$38.8K +453 +12%
CHA
499
Carmichael Hill & Associates
Maryland
$355K
FAT
500
First American Trust
California
$354K +$172 +2 +0%