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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 %
MOS
501
MGO One Seven
Ohio
$339K +$7.32K +89 +2%
IWM
502
IHT Wealth Management
Illinois
$338K +$11.4K +139 +4%
CGL
503
Clarius Group LLC
Washington
$334K +$25.6K +311 +8%
FIBT
504
First International Bank & Trust
North Dakota
$334K +$63.1K +767 +23%
RB
505
Renasant Bank
Mississippi
$334K +$334K +4,060 New
CFCI
506
Comprehensive Financial Consultants Institutional
Indiana
$327K +$327K +3,969 New
HI
507
Horizon Investments
North Carolina
$325K +$11.6K +141 +4%
QC
508
Quadrature Capital
United Kingdom
$321K +$321K +3,893 New
MC
509
Moors & Cabot
Massachusetts
$319K +$35K +425 +12%
DP
510
Dearborn Partners
Illinois
$318K
WDA
511
Wendell David Associates
New Hampshire
$317K
IGWM
512
ICA Group Wealth Management
Colorado
$317K
SEP
513
Southland Equity Partners
Missouri
$316K
OPS
514
Orion Portfolio Solutions
Nebraska
$315K +$6.02K +73 +2%
PCS
515
Personal CFO Solutions
New Jersey
$312K -$21.2K -257 -6%
SWA
516
SFMG Wealth Advisors
Texas
$312K -$13.6K -165 -4%
CCM
517
Coldstream Capital Management
Washington
$311K +$13.8K +168 +5%
CFB
518
Cullen/Frost Bankers
Texas
$307K -$12.2K -148 -4%
AWM
519
Accurate Wealth Management
Florida
$307K -$8.81K -107 -3%
GKWIM
520
Gerber Kawasaki Wealth & Investment Management
California
$304K
WPP
521
Whalerock Point Partners
Rhode Island
$303K
Cerity Partners
522
Cerity Partners
New York
$303K +$303K +3,683 New
PFS
523
Prospera Financial Services
Texas
$302K -$78.3K -950 -21%
CFGS
524
Concourse Financial Group Securities
Alabama
$301K -$329 -4 -0.1%
PCMC
525
Private Capital Management (Colorado)
Colorado
$300K