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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 %
FNBOMD
601
First National Bank of Mount Dora
Florida
$202K
CSIC
602
Clifford Swan Investment Counsel
California
$202K +$3.63K +44 +2%
BIP
603
Blueprint Investment Partners
North Carolina
$201K -$21.3K -258 -10%
PMA
604
Prudent Man Advisors
Illinois
$200K
VRM
605
Vectors Research Management
New York
$198K +$6.18K +75 +3%
HI
606
Hudock Inc
Pennsylvania
$195K +$574 +7 +0.3%
FHA
607
First Horizon Advisors
Tennessee
$187K +$34K +413 +22%
PK
608
Pflug Koory
Nebraska
$182K
SIAP
609
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$179K
SWM
610
SeaCrest Wealth Management
New York
$166K +$166K +2,016 New
DMBA
611
Deseret Mutual Benefit Administrators
Utah
$165K
PA
612
Parallel Advisors
California
$163K -$6.75K -82 -4%
LC
613
Lindbrook Capital
California
$158K +$2.96K +36 +2%
CG
614
Cutler Group
California
$148K +$73.8K +898 +100%
GWS
615
Glassman Wealth Services
Virginia
$146K +$3.14K +38 +2%
National Bank of Canada
616
National Bank of Canada
Quebec, Canada
$140K +$1.81K +22 +1%
AF
617
Allworth Financial
California
$140K +$26K +316 +23%
TWC
618
TD Waterhouse Canada
Ontario, Canada
$133K +$3.49K +42 +3%
QT
619
Quantbot Technologies
New York
$133K +$133K +1,624 New
M
620
MOTCO
Texas
$130K -$7.85K -95 -6%
SCA
621
Stonebridge Capital Advisors
Minnesota
$130K
CAL
622
Capital Analysts LLC
Pennsylvania
$130K +$26K +314 +25%
EIP
623
Ellis Investment Partners
Pennsylvania
$129K +$900 +11 +0.7%
CA
624
Clearstead Advisors
Ohio
$129K +$3.38K +41 +3%
HDIM
625
Hanson & Doremus Investment Management
Vermont
$124K