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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 %
PA
626
PSI Advisors
Florida
$123K -$5.24K -61 -4%
T
627
TOBAM
France
$122K
MCM
628
MV Capital Management
Maryland
$121K +$20.5K +240 +20%
OIA
629
Optimum Investment Advisors
Illinois
$120K
MAM
630
Mystic Asset Management
Rhode Island
$114K +$114K +1,340 New
HI
631
Harbour Investments
Wisconsin
$113K -$208K -2,424 -65%
HWA
632
HHM Wealth Advisors
Tennessee
$112K +$34.5K +400 +44%
PCG
633
Private Capital Group
Connecticut
$111K +$6.36K +74 +6%
CFD
634
Creative Financial Designs
Indiana
$109K +$49.1K +572 +82%
KFI
635
Key Financial Inc
Pennsylvania
$106K
AWM
636
Accel Wealth Management
Iowa
$104K +$24K +279 +30%
COCM
637
Charter Oak Capital Management
New Hampshire
$103K -$89K -1,033 -46%
EW
638
Evoke Wealth
California
$103K
SIC
639
SJS Investment Consulting
Ohio
$101K +$101K +1,173 New
BFC
640
Bedel Financial Consulting
Indiana
$99K -$172 -2 -0.2%
EL
641
EMFO LLC
Florida
$99K
AIM
642
Arcadia Investment Management
Michigan
$94K -$17.1K -200 -15%
AF
643
Allworth Financial
California
$94K +$37.7K +439 +67%
WT
644
Washington Trust
Rhode Island
$93K -$42.7K -500 -31%
MPWT
645
MassMutual Private Wealth & Trust
Connecticut
$91K +$32.7K +379 +56%
GEA
646
Glen Eagle Advisors
New Jersey
$90.3K
CBT
647
CoreFirst Bank & Trust
Kansas
$86K
SBL
648
Sargent Bickham Lagudis
Colorado
$86K
HFM
649
Harvest Fund Management
China
$85K -$54.8K -645 -39%
WIM
650
Westside Investment Management
California
$83.9K