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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 %
ACP
551
Aviance Capital Partners
Florida
$242K -$128K -2,000 -35%
SEP
552
Southland Equity Partners
Missouri
$242K -$4.83K -75 -2%
GCP
553
GSA Capital Partners
United Kingdom
$241K -$449K -6,989 -65%
FAG
554
Fortitude Advisory Group
Washington
$240K +$240K +3,728 New
QCG
555
Quadrant Capital Group
Ohio
$239K +$24.4K +380 +11%
CFCI
556
Comprehensive Financial Consultants Institutional
Indiana
$238K
WPP
557
Whalerock Point Partners
Rhode Island
$237K
GKWIM
558
Gerber Kawasaki Wealth & Investment Management
California
$237K
BC
559
Bowman & Company
Wisconsin
$233K
BFEC
560
Benjamin F. Edwards & Company
Missouri
$232K -$1.61K -25 -0.7%
TC
561
Titleist Capital
Texas
$230K +$230K +3,571 New
AIA
562
Armor Investment Advisors
North Carolina
$228K -$81K -1,260 -26%
EVM
563
Eaton Vance Management
Massachusetts
$228K +$17.9K +278 +9%
RHBC
564
R.H. Bluestein & Co
Michigan
$225K
LWAM
565
Legacy Wealth Asset Management
Minnesota
$221K +$2.76K +43 +1%
FAIM
566
Financial Advocates Investment Management
Washington
$221K +$58.5K +910 +36%
KWM
567
Kingsview Wealth Management
Oregon
$220K -$6.38K -99 -3%
SWA
568
SFMG Wealth Advisors
Texas
$220K
EA
569
Eudaimonia Advisors
Tennessee
$219K
BWL
570
Bogart Wealth LLC
Virginia
$218K -$2.58K -40 -1%
PCP
571
Proficio Capital Partners
Massachusetts
$214K +$6.53K +101 +3%
HKIMG
572
Hutchens & Kramer Investment Management Group
Indiana
$211K +$17.6K +270 +9%
VFA
573
Valeo Financial Advisors
Indiana
$210K +$2.32K +36 +1%
BHA
574
Beech Hill Advisors
New York
$209K
GVAG
575
Great Valley Advisor Group
Delaware
$209K +$5.16K +80 +3%