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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 %
CFN
651
Cordasco Financial Network
Florida
$83K
MHR
652
Matthew Hamilton Rosenberg
$82K +$47.4K +550 +137%
ST
653
Smithfield Trust
Pennsylvania
$79K
PO
654
Private Ocean
California
$78K
FDCDDQ
655
Federation des caisses Desjardins du Quebec
Quebec, Canada
$76.3K -$85.8K -1,000 -53%
TH
656
TCTC Holdings
Texas
$73K
TC
657
Trust Company
Kansas
$73K
CFO
658
CVA Family Office
Colorado
$72K -$12.4K -144 -15%
NSIM
659
North Star Investment Management
Illinois
$71K +$28.4K +333 +67%
GI
660
Gradient Investments
Minnesota
$70K +$17.2K +200 +33%
LC
661
Lindbrook Capital
California
$70K +$21.9K +256 +45%
KTC
662
Kistler-Tiffany Companies
Pennsylvania
$67K +$431 +5 +0.6%
ZB
663
Zions Bancorporation
Utah
$66K +$6.24K +73 +10%
BAM
664
Barrett Asset Management
New York
$65K +$940 +11 +1%
WB
665
Webster Bank
Connecticut
$63K
SFA
666
Semmax Financial Advisors
North Carolina
$62K -$23.6K -275 -28%
ACM
667
Antonetti Capital Management
Florida
$60K
IWP
668
IAG Wealth Partners
Wisconsin
$60K
FPS
669
Fieldpoint Private Securities
Connecticut
$59K
GLLW
670
Graves Light Lenhart Wealth
Virginia
$56K
AF
671
Advisornet Financial
Minnesota
$55K -$21.5K -250 -28%
AFG
672
Albion Financial Group
Utah
$52K -$2.57K -30 -5%
TFP
673
Tilia Fiduciary Partners
North Carolina
$51K +$51K +591 New
FWM
674
Focused Wealth Management
New York
$50K +$85 +1 +0.2%
Capstone Investment Advisors
675
Capstone Investment Advisors
New York
$50K +$50K +580 New