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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 %
S
576
SignatureFD
Georgia
$226K +$6.36K +74 +3%
ATPW
577
Ashton Thomas Private Wealth
Arizona
$226K +$3.52K +41 +2%
Cerity Partners
578
Cerity Partners
New York
$225K +$225K +2,618 New
DWT
579
Dorsey & Whitney Trust
South Dakota
$225K +$225K +2,627 New
RIA
580
Regal Investment Advisors
Michigan
$224K -$1.03K -12 -0.5%
NIM
581
NuWave Investment Management
New Jersey
$224K +$59.2K +689 +36%
RCAG
582
Rehmann Capital Advisory Group
Michigan
$224K +$1.63K +19 +0.7%
CA
583
CoreCap Advisors
Michigan
$221K +$221K +2,579 New
WBG
584
Wharton Business Group
Pennsylvania
$219K
BG
585
Bollard Group
Massachusetts
$219K +$1.03K +12 +0.5%
FAIM
586
Financial Advocates Investment Management
Washington
$218K -$35.1K -416 -14%
ARC
587
Advisor Resource Council
Texas
$218K +$218K +2,548 New
SVWAG
588
Sound View Wealth Advisors Group
Georgia
$216K -$22.3K -260 -9%
CWP
589
CFM Wealth Partners
Texas
$216K
WKWM
590
Walter & Keenan Wealth Management
Indiana
$213K
NFG
591
Nations Financial Group
Iowa
$212K +$212K +2,466 New
FNBT
592
FineMark National Bank & Trust
Florida
$212K +$212K +2,472 New
AssetMark Inc
593
AssetMark Inc
California
$211K -$145K -1,694 -41%
PMA
594
Prudent Man Advisors
Illinois
$211K -$50.1K -583 -19%
FNBOMD
595
First National Bank of Mount Dora
Florida
$211K
HWM
596
Horizon Wealth Management
Illinois
$211K +$211K +2,461 New
CFA
597
Carroll Financial Associates
North Carolina
$210K -$504 -6 -0.2%
CSIC
598
Clifford Swan Investment Counsel
California
$208K +$208K +2,429 New
VWA
599
V Wealth Advisors
Kansas
$207K -$7.37K -86 -3%
VRM
600
Vectors Research Management
New York
$206K -$34.6K -403 -14%