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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 %
PCP
551
Proficio Capital Partners
Massachusetts
$264K +$1.15K +14 +0.4%
FNBT
552
FineMark National Bank & Trust
Florida
$263K +$59.2K +718 +29%
SG
553
Stonnington Group
California
$262K -$17.2K -210 -6%
RC
554
RegentAtlantic Capital
New Jersey
$262K -$1.48K -18 -0.6%
HT
555
Heritage Trust
Oklahoma
$262K
RCAG
556
Rehmann Capital Advisory Group
Michigan
$261K +$44.2K +537 +20%
GVAG
557
Great Valley Advisor Group
Delaware
$260K +$27.7K +336 +12%
DS
558
DRW Securities
Illinois
$259K +$259K +3,147 New
OTL
559
Oak Thistle LLC
New York
$255K -$3.55K -43 -1%
VHAM
560
Van Hulzen Asset Management
California
$255K
LOAMS
561
Lombard Odier Asset Management (Switzerland)
Switzerland
$252K +$252K +3,056 New
WTC
562
WhitTier Trust Company
Nevada
$251K -$38.1K -463 -13%
CT
563
Clearstead Trust
Maine
$251K
MW
564
Marcum Wealth
Ohio
$251K +$6.59K +80 +3%
IA
565
IFG Advisory
Georgia
$250K +$410 +5 +0.2%
DAC
566
Dividend Assets Capital
South Carolina
$247K
APA
567
American Portfolios Advisors
New York
$246K -$11.4K -138 -4%
S
568
Schroders
United Kingdom
$246K -$141K -1,712 -36%
HKIMG
569
Hutchens & Kramer Investment Management Group
Indiana
$246K -$4.99K -60 -2%
SCM
570
Shelton Capital Management
Colorado
$246K
KFGK
571
Keystone Financial Group (Kentucky)
Kentucky
$244K
CCB
572
Cutter & Co Brokerage
Missouri
$243K -$186K -2,267 -43%
FAFN
573
First Affirmative Financial Network
Colorado
$240K -$20.2K -246 -8%
CC
574
Commons Capital
Massachusetts
$240K +$1.07K +13 +0.4%
KFS
575
Kurt F. Somerville
$239K -$49.4K -600 -17%