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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 %
SIM
576
Sentry Investment Management
Wisconsin
$237K -$46.2K -560 -16%
HAIM
577
Hunter Associates Investment Management
Pennsylvania
$237K +$237K +2,895 New
SWM
578
Spire Wealth Management
Virginia
$236K -$161K -1,957 -41%
DWT
579
Dorsey & Whitney Trust
South Dakota
$233K +$8.05K +98 +4%
FDCDDQ
580
Federation des caisses Desjardins du Quebec
Quebec, Canada
$231K +$113K +1,370 +95%
NP
581
Ninepoint Partners
Ontario, Canada
$231K
BPFA
582
Barnes Pettey Financial Advisors
Mississippi
$231K
AAS
583
Ameritas Advisory Services
Nebraska
$224K +$224K +2,715 New
MSAM
584
Moloney Securities Asset Management
Missouri
$222K +$246 +3 +0.1%
ONB
585
Old National Bancorp
Indiana
$222K +$222K +2,701 New
JWCA
586
J.W. Cole Advisors
Florida
$217K +$20.6K +250 +11%
CA
587
CoreCap Advisors
Michigan
$212K
AC
588
AlphaCore Capital
California
$211K +$6.18K +75 +3%
SP
589
Symmetry Partners
Connecticut
$211K +$211K +2,566 New
WBG
590
Wharton Business Group
Pennsylvania
$210K
SIA
591
Schechter Investment Advisors
Michigan
$209K +$10.8K +132 +5%
PWPS
592
Pinnacle Wealth Planning Services
Ohio
$209K +$12.3K +149 +6%
PI
593
PineBridge Investments
New York
$208K -$4.83M -58,560 -96%
FAIM
594
Financial Advocates Investment Management
Washington
$208K -$45.8K -556 -18%
SVWAG
595
Sound View Wealth Advisors Group
Georgia
$208K
HH
596
Hilltop Holdings
Texas
$208K +$247 +3 +0.1%
ARC
597
Advisor Resource Council
Texas
$208K +$208K +2,533 New
WKWM
598
Walter & Keenan Wealth Management
Indiana
$205K
HWM
599
Horizon Wealth Management
Illinois
$205K +$1.4K +17 +0.7%
BG
600
Bahl & Gaynor
Ohio
$204K +$28.7K +349 +16%