WELL icon

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 %
BRWA
551
B. Riley Wealth Advisors
Florida
$267K +$13.8K +161 +5%
VHAM
552
Van Hulzen Asset Management
California
$266K +$17.2K +200 +7%
WC
553
Weil Company
California
$264K +$1.89K +22 +0.7%
QCG
554
Quadrant Capital Group
Ohio
$264K +$18.2K +212 +7%
PCP
555
Proficio Capital Partners
Massachusetts
$262K -$1.63K -19 -0.6%
CT
556
Clearstead Trust
Maine
$260K
OPS
557
Orion Portfolio Solutions
Nebraska
$259K +$34.1K +398 +15%
SCM
558
Shelton Capital Management
Colorado
$257K
DAC
559
Dividend Assets Capital
South Carolina
$257K
EN1L
560
Engine No 1 LLC
California
$256K +$256K +2,980 New
PFBT
561
Parkside Financial Bank & Trust
Missouri
$255K -$56.5K -661 -18%
M
562
Mirova
France
$255K +$255K +2,983 New
WANY
563
Wealthspire Advisors (New York)
New York
$254K -$199K -2,315 -44%
HH
564
Hilltop Holdings
Texas
$254K -$3.6K -42 -1%
KFGK
565
Keystone Financial Group (Kentucky)
Kentucky
$254K
FAG
566
Fortitude Advisory Group
Washington
$254K +$254K +2,970 New
SWM
567
SeaCrest Wealth Management
New York
$249K +$172 +2 +0.1%
CC
568
Commons Capital
Massachusetts
$247K +$247K +2,885 New
TPWM
569
Twelve Points Wealth Management
Massachusetts
$245K +$245K +2,855 New
CT
570
Chicago Trust
Illinois
$244K +$244K +2,850 New
GVAG
571
Great Valley Advisor Group
Delaware
$240K -$170 -2 -0.1%
BPFA
572
Barnes Pettey Financial Advisors
Mississippi
$240K +$240K +2,802 New
ACS
573
Archford Capital Strategies
Illinois
$238K -$36.9K -430 -13%
MSAM
574
Moloney Securities Asset Management
Missouri
$231K +$343 +4 +0.1%
FF
575
FourThought Financial
Florida
$228K -$46K -538 -17%