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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 %
HC
601
HNP Capital
New York
$206K -$34.6K -403 -14%
JWCA
602
J.W. Cole Advisors
Florida
$204K -$8.57K -100 -4%
BFC
603
Blue Fin Capital
Rhode Island
$203K -$5.98K -70 -3%
KCPG
604
Kavar Capital Partners Group
Kansas
$203K +$203K +2,370 New
MIM
605
Moseley Investment Management
Florida
$202K -$13.6K -158 -6%
MIM
606
MTM Investment Management
South Carolina
$202K -$8.6K -100 -4%
HI
607
Hudock Inc
Pennsylvania
$202K +$598 +7 +0.3%
DMBA
608
Deseret Mutual Benefit Administrators
Utah
$200K
JSC
609
Jackson Square Capital
California
$200K +$200K +2,330 New
PK
610
Pflug Koory
Nebraska
$190K
BWL
611
Bogart Wealth LLC
Virginia
$188K
SIAP
612
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$187K
PA
613
Parallel Advisors
California
$167K -$7.44K -87 -4%
M
614
MOTCO
Texas
$155K -$86 -1 -0.1%
FHA
615
First Horizon Advisors
Tennessee
$145K -$11.2K -131 -7%
GWS
616
Glassman Wealth Services
Virginia
$143K +$1.88K +22 +1%
SCA
617
Stonebridge Capital Advisors
Minnesota
$135K
CAL
618
Capital Analysts LLC
Pennsylvania
$134K +$514 +6 +0.4%
National Bank of Canada
619
National Bank of Canada
Quebec, Canada
$134K +$134K +1,564 New
TWC
620
TD Waterhouse Canada
Ontario, Canada
$134K +$134K +1,517 New
EIP
621
Ellis Investment Partners
Pennsylvania
$133K +$99.3K +1,160 +294%
CA
622
Clearstead Advisors
Ohio
$131K +$21.5K +250 +20%
HDIM
623
Hanson & Doremus Investment Management
Vermont
$129K
BFEC
624
Benjamin F. Edwards & Company
Missouri
$129K +$6.44K +75 +5%
EWM
625
Evermay Wealth Management
Virginia
$124K -$1.37K -16 -1%