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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 %
DMBA
601
Deseret Mutual Benefit Administrators
Utah
$101K -$27.1K -423 -21%
M
602
MOTCO
Texas
$101K
SCA
603
Stonebridge Capital Advisors
Minnesota
$101K
CA
604
Clearstead Advisors
Ohio
$98K -$2.57K -40 -3%
AF
605
Allworth Financial
California
$96K -$13.9K -215 -13%
HDIM
606
Hanson & Doremus Investment Management
Vermont
$96K
FA
607
Financial Advantage
Maryland
$96K
CAL
608
Capital Analysts LLC
Pennsylvania
$92K -$9.21K -143 -9%
OIA
609
Optimum Investment Advisors
Illinois
$90K -$3.72K -58 -4%
MCM
610
MV Capital Management
Maryland
$90K -$384 -6 -0.4%
FF
611
FourThought Financial
Florida
$87K +$1.93K +30 +2%
ZB
612
Zions Bancorporation
Utah
$86K +$23.6K +368 +38%
AA
613
Alta Advisers
United Kingdom
$84K +$84K +1,300 New
CFD
614
Creative Financial Designs
Indiana
$79K +$64 +1 +0.1%
AWM
615
Accel Wealth Management
Iowa
$78K +$5.83K +90 +8%
EW
616
Evoke Wealth
California
$76K +$6.06K +94 +9%
KFI
617
Key Financial Inc
Pennsylvania
$75K
SIC
618
SJS Investment Consulting
Ohio
$75K +$75K +1,173 New
EL
619
EMFO LLC
Florida
$74K
AIM
620
Arcadia Investment Management
Michigan
$71K
WT
621
Washington Trust
Rhode Island
$70K
BCMLT
622
Beacon Capital Management LLC (Tennessee)
Tennessee
$70K
KTC
623
Kistler-Tiffany Companies
Pennsylvania
$70K +$579 +9 +0.8%
MCC
624
Money Concepts Capital
Florida
$67K -$5.95K -93 -8%
MHR
625
Matthew Hamilton Rosenberg
$65K