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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 %
MA
576
Mutual Advisors
Nebraska
$202K +$202K +3,139 New
PCMC
577
Private Capital Management (Colorado)
Colorado
$201K
SA
578
Shilanski & Associates
Alaska
$201K +$201K +3,119 New
WTC
579
WhitTier Trust Company
Nevada
$196K
CT
580
Clearstead Trust
Maine
$196K
DAC
581
Dividend Assets Capital
South Carolina
$193K
APA
582
American Portfolios Advisors
New York
$187K -$4.95K -77 -3%
SIM
583
Sentry Investment Management
Wisconsin
$185K
FDCDDQ
584
Federation des caisses Desjardins du Quebec
Quebec, Canada
$181K +$772 +12 +0.4%
Bessemer Group
585
Bessemer Group
New Jersey
$177K -$29.4K -457 -14%
CFB
586
Cullen/Frost Bankers
Texas
$173K -$67.4K -1,045 -28%
PI
587
PineBridge Investments
New York
$162K
HI
588
Hudock Inc
Pennsylvania
$153K +$449 +7 +0.3%
BEI
589
Benjamin Edwards Inc
Missouri
$146K +$146K +2,263 New
PK
590
Pflug Koory
Nebraska
$142K
WFA
591
Wipfli Financial Advisors
Wisconsin
$132K +$132K +2,049 New
LC
592
Lindbrook Capital
California
$125K +$1.8K +28 +1%
PA
593
Parallel Advisors
California
$124K -$3.15K -49 -2%
GWS
594
Glassman Wealth Services
Virginia
$116K +$2.06K +32 +2%
HI
595
Harbour Investments
Wisconsin
$113K
FHA
596
First Horizon Advisors
Tennessee
$112K -$34.4K -534 -23%
National Bank of Canada
597
National Bank of Canada
Quebec, Canada
$109K
NFSG
598
Newbridge Financial Services Group
Florida
$107K +$80.5K +1,256 +304%
TWC
599
TD Waterhouse Canada
Ontario, Canada
$105K
EIP
600
Ellis Investment Partners
Pennsylvania
$102K +$771 +12 +0.8%