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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 %
IAG
501
Investment Advisory Group
Massachusetts
$317K
SFA
502
Sequoia Financial Advisors
Ohio
$316K +$8.18K +127 +3%
IWC
503
Integrated Wealth Concepts
Massachusetts
$313K -$24.7K -384 -7%
GRP
504
Global Retirement Partners
California
$313K -$10.3K -168 -3%
LC
505
LCNB Corp
Ohio
$313K
TBA
506
Tower Bridge Advisors
Pennsylvania
$312K
SW
507
SVB Wealth
Massachusetts
$311K +$81K +1,261 +35%
RB
508
Renasant Bank
Mississippi
$309K +$48.2K +750 +18%
TYCC
509
Texas Yale Capital Corp
Florida
$305K +$321 +5 +0.1%
PWW
510
Pettyjohn Wood & White
Virginia
$304K
AWAG
511
ARS Wealth Advisors Group
Florida
$300K -$16.1K -250 -5%
IAN
512
Integrated Advisors Network
Texas
$297K +$1.86K +29 +0.6%
SFI
513
Siemens Fonds Invest
Germany
$294K
FAT
514
First American Trust
California
$293K +$27.5K +427 +10%
ETH
515
Exos TFP Holdings
New York
$293K +$293K +4,563 New
GT
516
Glenmede Trust
Pennsylvania
$291K +$73.9K +1,153 +34%
5L
517
55I LLC
Massachusetts
$291K +$291K +4,528 New
HI
518
Horizon Investments
North Carolina
$290K +$36.1K +562 +14%
OWP
519
Obermeyer Wealth Partners
Colorado
$289K
FMAEN1
520
Fund Management at Engine No 1
California
$286K -$8.35K -130 -3%
JIC
521
Joel Isaacson & Co
New York
$286K
PWMG
522
Pinnacle Wealth Management Group
Michigan
$284K
EP
523
Eudaimonia Partners
Tennessee
$283K -$642K -9,983 -69%
BC
524
Bridgefront Capital
Texas
$282K +$282K +4,384 New
KOC
525
Koss-Olinger Consulting
Florida
$278K -$44.1K -686 -14%