WELL icon

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 %
SWM
651
Sugarloaf Wealth Management
Georgia
$42K +$42K +650 New
AF
652
Advisornet Financial
Minnesota
$41K -$16.2K -252 -28%
HPC
653
HM Payson & Co
Maine
$39K +$26K +400 +200%
CI Investments Inc
654
CI Investments Inc
Ontario, Canada
$39K +$35.4K +552 +986%
FWM
655
Focused Wealth Management
New York
$38K +$65 +1 +0.2%
OLVIG
656
Oliver Lagore Vanvalin Investment Group
Michigan
$37K +$3.43K +54 +10%
CFO
657
CVA Family Office
Colorado
$34K -$18.4K -290 -35%
CCM
658
Covington Capital Management
California
$32K -$60.3K -931 -65%
ST
659
Smithfield Trust
Pennsylvania
$32K -$25.6K -400 -44%
VWM
660
Valley Wealth Managers
New Jersey
$32K
NSIM
661
North Star Investment Management
Illinois
$32K
HCM
662
Highlander Capital Management
New Jersey
$32K
AFS
663
Annapolis Financial Services
Maryland
$32K
HGERS
664
Householder Group Estate & Retirement Specialist
Arizona
$32K +$32K +500 New
VNA
665
Valley National Advisers
Pennsylvania
$30K
PB
666
Pinnacle Bancorp
Nebraska
$29K
WTA
667
Washington Trust Advisors
Massachusetts
$29K
TFP
668
Tilia Fiduciary Partners
North Carolina
$29K +$58 +1 +0.2%
ACA
669
Atlas Capital Advisors
Wyoming
$28.2K
IAMOG
670
Investors Asset Management of Georgia
Georgia
$28K
TFS
671
TrustCore Financial Services
Tennessee
$28K
BTI
672
Blue Trust Inc
Georgia
$27K +$13.1K +160 +94%
SWA
673
Sutton Wealth Advisors
Florida
$26.1K -$965 -15 -4%
DI
674
Disciplined Investments
Oklahoma
$25K
Bank of Montreal
675
Bank of Montreal
Ontario, Canada
$23.2K -$1.97K -26,920 -8%