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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 %
WIM
626
Westside Investment Management
California
$64.3K
SBL
627
Sargent Bickham Lagudis
Colorado
$64K
HIA
628
Harbor Investment Advisory
Maryland
$64K +$4.54K +71 +8%
Pacer Advisors
629
Pacer Advisors
Pennsylvania
$61K +$14.4K +223 +31%
SWM
630
Spire Wealth Management
Virginia
$60K -$125K -1,940 -68%
BG
631
Bollard Group
Massachusetts
$60K
GWM
632
Geneos Wealth Management
Colorado
$59K -$12.9K -204 -18%
HFM
633
Harvest Fund Management
China
$59K
PO
634
Private Ocean
California
$58K
TH
635
TCTC Holdings
Texas
$55K
TC
636
Trust Company
Kansas
$55K
FFA
637
Fairfield Financial Advisors
Massachusetts
$54.9K +$450 +7 +0.8%
EI
638
Ellevest Inc
New York
$54K -$29.3K -459 -35%
PFBT
639
Parkside Financial Bank & Trust
Missouri
$52K -$2.08K -32 -4%
OSNBOA
640
Old Second National Bank of Aurora
Illinois
$52K
GEA
641
Glen Eagle Advisors
New Jersey
$51.9K -$13.8K -215 -21%
GI
642
Gradient Investments
Minnesota
$49K -$839 -13 -2%
LS
643
Livforsakringsbolaget Skandia
Sweden
$48K -$168K -2,600 -78%
PTC
644
Private Trust Company
Ohio
$48K -$31.6K -490 -40%
GIA
645
GHP Investment Advisors
Colorado
$48K
WB
646
Webster Bank
Connecticut
$48K
ACM
647
Antonetti Capital Management
Florida
$45K
IWP
648
IAG Wealth Partners
Wisconsin
$45K
PA
649
PSI Advisors
Florida
$43K -$39.4K -620 -48%
MPWT
650
MassMutual Private Wealth & Trust
Connecticut
$42K +$382 +6 +0.9%