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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 %
BFEC
526
Benjamin F. Edwards & Company
Missouri
$299K +$195K +2,363 +187%
BC
527
Bowman & Company
Wisconsin
$298K
SW
528
SVB Wealth
Massachusetts
$295K +$16.2K +197 +6%
ASN
529
Advisory Services Network
Georgia
$294K +$575 +7 +0.2%
VAS
530
Vestmark Advisory Solutions
Massachusetts
$290K +$92.7K +1,127 +47%
CI
531
Conning Inc
Connecticut
$289K -$577 -7 -0.2%
KWM
532
Kingsview Wealth Management
Oregon
$289K +$1.56K +19 +0.5%
RHBC
533
R.H. Bluestein & Co
Michigan
$288K
Connor, Clark & Lunn Investment Management (CC&L)
534
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$287K -$1.09M -13,192 -79%
BWL
535
Bogart Wealth LLC
Virginia
$282K -$8.24K -100 -3%
RIA
536
Regal Investment Advisors
Michigan
$281K -$159K -1,936 -36%
EA
537
Eudaimonia Advisors
Tennessee
$280K -$11.2K -136 -4%
LWAM
538
Legacy Wealth Asset Management
Minnesota
$280K +$6.27K +76 +2%
GT
539
Glenmede Trust
Pennsylvania
$278K -$64.1K -782 -19%
LS
540
Livforsakringsbolaget Skandia
Sweden
$275K -$32.9K -400 -11%
QCG
541
Quadrant Capital Group
Ohio
$275K +$4.2K +51 +2%
9WM
542
9258 Wealth Management
Ohio
$274K
DC
543
Davenport & Co
Virginia
$269K +$742 +9 +0.3%
EVM
544
Eaton Vance Management
Massachusetts
$268K -$691K -8,410 -72%
S
545
SignatureFD
Georgia
$268K -$43.4K -527 -14%
BHA
546
Beech Hill Advisors
New York
$268K
ST
547
Sabal Trust
Florida
$266K +$266K +3,226 New
MS
548
Maven Securities
Jersey
$266K +$266K +3,226 New
VFA
549
Valeo Financial Advisors
Indiana
$265K -$17.3K -210 -6%
Bessemer Group
550
Bessemer Group
New Jersey
$264K -$665K -8,093 -72%