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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 %
DGAM
526
Desjardins Global Asset Management
Quebec, Canada
$313K +$313K +3,659 New
BC
527
Bowman & Company
Wisconsin
$311K +$311K +3,615 New
EI
528
Ellevest Inc
New York
$309K -$15.3K -178 -5%
GT
529
Glenview Trust
Kentucky
$308K +$22.7K +264 +8%
KFS
530
Kurt F. Somerville
$300K
MFW
531
Mosaic Family Wealth
Missouri
$300K
RHBC
532
R.H. Bluestein & Co
Michigan
$300K
RC
533
RegentAtlantic Capital
New Jersey
$298K +$15.2K +177 +5%
Federated Hermes
534
Federated Hermes
Pennsylvania
$294K +$121K +1,406 +70%
VI
535
Versor Investments
New York
$292K +$292K +3,400 New
AI
536
Atom Investors
Texas
$289K -$401K -4,683 -58%
MC
537
Moors & Cabot
Massachusetts
$288K -$34.3K -400 -11%
DC
538
Davenport & Co
Virginia
$288K -$27.2K -317 -9%
SW
539
SVB Wealth
Massachusetts
$287K -$368K -4,286 -56%
FLPIM
540
F.L. Putnam Investment Management
Massachusetts
$287K -$21K -245 -7%
VFA
541
Valeo Financial Advisors
Indiana
$280K +$6.87K +80 +3%
HKIMG
542
Hutchens & Kramer Investment Management Group
Indiana
$280K +$280K +3,021 New
CCM
543
Coldstream Capital Management
Washington
$279K +$279K +3,248 New
ASN
544
Advisory Services Network
Georgia
$278K +$33.6K +392 +14%
SG
545
Stonnington Group
California
$277K +$18.1K +210 +7%
LWAM
546
Legacy Wealth Asset Management
Minnesota
$274K +$9.02K +105 +3%
NFG
547
Next Financial Group
Texas
$274K +$44.8K +523 +20%
FAFN
548
First Affirmative Financial Network
Colorado
$273K +$13.8K +161 +5%
HI
549
Horizon Investments
North Carolina
$269K +$22.8K +266 +9%
APA
550
American Portfolios Advisors
New York
$268K -$9.86K -115 -4%