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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 %
GAM
476
Gotham Asset Management
New York
$367K +$67K +1,042 +22%
IWM
477
IHT Wealth Management
Illinois
$366K +$102K +1,580 +38%
CI
478
Cigna Investments
Connecticut
$365K -$10.3K -160 -3%
LNWWM
479
Laird Norton Wetherby Wealth Management
California
$360K -$5.66K -88 -2%
Jones Financial Companies
480
Jones Financial Companies
Missouri
$358K -$35.5K -552 -9%
SAM
481
Strategy Asset Managers
California
$355K +$355K +5,527 New
NIM
482
NuWave Investment Management
New Jersey
$352K +$352K +5,471 New
FHB
483
First Hawaiian Bank
Hawaii
$350K -$123K -1,913 -26%
SS
484
Simplicity Solutions
Minnesota
$348K -$324K -5,038 -48%
LFAS
485
Level Four Advisory Services
Texas
$347K -$13.5K -210 -4%
RC
486
RegentAtlantic Capital
New Jersey
$344K +$139K +2,168 +68%
FIM
487
Freedom Investment Management
Connecticut
$341K +$3.35K +52 +1%
OCM
488
Orion Capital Management
California
$340K
LGF
489
LGT Group Foundation
Liechtenstein
$338K -$7.76M -120,516 -96%
IAS
490
Investment Advisory Services
Texas
$335K
GT
491
Greenleaf Trust
Michigan
$334K +$12.8K +199 +4%
DS
492
DRW Securities
Illinois
$332K +$130K +2,017 +64%
GT
493
Glenview Trust
Kentucky
$330K +$17K +265 +5%
CGL
494
Clarius Group LLC
Washington
$329K +$67.6K +1,049 +26%
BCI
495
Brinker Capital Investments
Pennsylvania
$328K +$26K +404 +9%
IC
496
IEQ Capital
California
$326K +$46K +716 +16%
BIA
497
Benchmark Investment Advisors
Illinois
$325K
ETC
498
Exchange Traded Concepts
Oklahoma
$323K +$11.4K +177 +4%
RWM
499
Ritholtz Wealth Management
New York
$322K +$322K +5,010 New
FCI
500
Financial Counselors Inc
Kansas
$318K -$41.8K -650 -12%