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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 %
AWM
501
Accurate Wealth Management
Florida
$348K +$3.51K +41 +1%
SIM
502
Sentry Investment Management
Wisconsin
$344K +$66.3K +773 +24%
IWM
503
IHT Wealth Management
Illinois
$341K -$40K -466 -11%
ANRIA
504
American National Registered Investment Advisor
Texas
$339K
KA
505
Kintegral Advisory
New York
$339K
GT
506
Glenmede Trust
Pennsylvania
$337K -$33K -386 -9%
Group One Trading
507
Group One Trading
Illinois
$336K -$373K -4,345 -53%
DP
508
Dearborn Partners
Illinois
$334K +$21.5K +250 +7%
SFA
509
Sequoia Financial Advisors
Ohio
$333K +$333K +3,881 New
NL
510
NWAM LLC
Washington
$332K
Simplex Trading
511
Simplex Trading
Illinois
$329K +$329K +3,846 New
SEP
512
Southland Equity Partners
Missouri
$324K -$15.9K -185 -5%
KWM
513
Kingsview Wealth Management
Oregon
$323K -$6.18K -72 -2%
SWA
514
SFMG Wealth Advisors
Texas
$323K +$20.6K +240 +7%
BHA
515
Beech Hill Advisors
New York
$322K
CGL
516
Clarius Group LLC
Washington
$322K +$17.3K +201 +6%
LS
517
Livforsakringsbolaget Skandia
Sweden
$321K -$214K -2,500 -40%
WTC
518
WhitTier Trust Company
Nevada
$319K
GKWIM
519
Gerber Kawasaki Wealth & Investment Management
California
$317K
MGP
520
Metis Global Partners
California
$317K +$317K +3,690 New
EA
521
Eudaimonia Advisors
Tennessee
$317K +$317K +3,694 New
Carson Wealth (CWM LLC)
522
Carson Wealth (CWM LLC)
Nebraska
$316K +$316K +3,684 New
WPP
523
Whalerock Point Partners
Rhode Island
$316K
NWM
524
Nauset Wealth Management
Connecticut
$315K +$315K +3,669 New
Koshinski Asset Management
525
Koshinski Asset Management
Illinois
$315K +$515 +6 +0.2%