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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 %
GEA
651
Glen Eagle Advisors
New Jersey
$84.2K +$18.1K +220 +27%
MHR
652
Matthew Hamilton Rosenberg
$84K +$4.67K +56 +6%
SBL
653
Sargent Bickham Lagudis
Colorado
$82K
BCMLT
654
Beacon Capital Management LLC (Tennessee)
Tennessee
$82K
CFN
655
Cordasco Financial Network
Florida
$80K
ZB
656
Zions Bancorporation
Utah
$80K +$14.5K +176 +22%
PCG
657
Private Capital Group
Connecticut
$78K -$27K -327 -26%
BG
658
Bollard Group
Massachusetts
$77K -$136K -1,636 -64%
HIA
659
Harbor Investment Advisory
Maryland
$77K
UWM
660
Urban Wealth Management
California
$77K +$77K +937 New
HFM
661
Harvest Fund Management
China
$75K +$10.9K +133 +17%
PO
662
Private Ocean
California
$74K
ST
663
Smithfield Trust
Pennsylvania
$73K
AF
664
Advisornet Financial
Minnesota
$73K +$20K +244 +38%
TH
665
TCTC Holdings
Texas
$70K
TC
666
Trust Company
Kansas
$70K
CI
667
CX Institutional
Indiana
$70K +$70K +851 New
FFA
668
Fairfield Financial Advisors
Massachusetts
$69.8K +$494 +6 +0.7%
CFO
669
CVA Family Office
Colorado
$68K
PFBT
670
Parkside Financial Bank & Trust
Missouri
$68K +$3.84K +47 +6%
OSNBOA
671
Old Second National Bank of Aurora
Illinois
$66K
GI
672
Gradient Investments
Minnesota
$64K -$9.7K -117 -13%
GIA
673
GHP Investment Advisors
Colorado
$61K
WB
674
Webster Bank
Connecticut
$61K
Pacer Advisors
675
Pacer Advisors
Pennsylvania
$59K -$1.77M -21,665 -97%