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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 %
TW
526
TrinityPoint Wealth
Connecticut
$278K -$28.4K -441 -9%
FLPIM
527
F.L. Putnam Investment Management
Massachusetts
$277K -$6.31K -98 -2%
VWA
528
Visionary Wealth Advisors
Illinois
$277K -$4.51K -70 -2%
SWP
529
Stratos Wealth Partners
Ohio
$272K -$21.5K -334 -7%
AA
530
AlphaMark Advisors
Kentucky
$272K -$16.1K -250 -6%
GLA
531
Good Life Advisors
Pennsylvania
$272K -$3.02K -47 -1%
ACM
532
Alethea Capital Management
Washington
$270K +$270K +4,191 New
BFM
533
Boothbay Fund Management
New York
$269K +$269K +4,175 New
WRM
534
Weybosset Research & Management
Rhode Island
$267K +$267K +4,150 New
CHA
535
Carmichael Hill & Associates
Maryland
$266K
KA
536
Kintegral Advisory
New York
$266K
PMA
537
Prudent Man Advisors
Illinois
$262K +$105K +1,637 +67%
OPS
538
Orion Portfolio Solutions
Nebraska
$261K +$15.6K +242 +6%
S
539
SignatureFD
Georgia
$261K +$52.2K +812 +25%
MC
540
Moors & Cabot
Massachusetts
$256K +$6.44K +100 +3%
Cerity Partners
541
Cerity Partners
New York
$253K +$14.9K +230 +6%
DP
542
Dearborn Partners
Illinois
$250K +$1.16K +18 +0.5%
DC
543
Davenport & Co
Virginia
$250K +$40.1K +624 +19%
CFGS
544
Concourse Financial Group Securities
Alabama
$249K +$13.6K +211 +6%
BL
545
Balentine LLC
Georgia
$248K -$374K -5,804 -60%
WDA
546
Wendell David Associates
New Hampshire
$248K
ASN
547
Advisory Services Network
Georgia
$247K +$16.1K +250 +7%
PCS
548
Personal CFO Solutions
New Jersey
$246K +$2.57K +40 +1%
IGWM
549
ICA Group Wealth Management
Colorado
$244K -$11.8K -184 -5%
Bank Julius Baer & Co
550
Bank Julius Baer & Co
Switzerland
$243K -$75K -1,165 -24%