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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 %
OSNBOA
676
Old Second National Bank of Aurora
Illinois
$49K
TFO
677
Tarbox Family Office
California
$48K -$171 -2 -0.4%
WFS
678
Widmann Financial Services
Maryland
$46K +$46K +546 New
HIA
679
Harbor Investment Advisory
Maryland
$43K
VNA
680
Valley National Advisers
Pennsylvania
$43K
HCM
681
Highlander Capital Management
New Jersey
$43K
MA
682
MUFG Americas
New York
$43K +$15.4K +180 +56%
WTA
683
Washington Trust Advisors
Massachusetts
$43K +$43K +500 New
PFGIA
684
Patriot Financial Group Insurance Agency
Massachusetts
$42K -$359K -4,207 -90%
RCM
685
Raleigh Capital Management
North Carolina
$42K +$42K +493 New
AG
686
AIA Group
Hong Kong
$40K -$2.58M -30,300 -98%
JFA
687
JNBA Financial Advisors
Minnesota
$40K +$13.2K +154 +49%
PB
688
Pinnacle Bancorp
Nebraska
$39K
SWM
689
Selective Wealth Management
Virginia
$38K
ACA
690
Atlas Capital Advisors
Wyoming
$37.7K
FPWM
691
FSB Premier Wealth Management
Iowa
$36K +$36K +425 New
SWA
692
Sutton Wealth Advisors
Florida
$35.1K +$2.75K +32 +8%
Manulife (Manufacturers Life Insurance)
693
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$34.3K -$778 -9,073 -2%
AAP
694
Arax Advisory Partners
Colorado
$32K +$1.66K +19 +5%
SCM
695
Silvant Capital Management
Georgia
$30K
CWC
696
Carolinas Wealth Consulting
North Carolina
$30K +$1.13K +13 +4%
ZIG
697
Zullo Investment Group
Pennsylvania
$30K +$30K +348 New
PSB
698
Piscataqua Savings Bank
New Hampshire
$29K
TCM
699
Tradewinds Capital Management
Washington
$29K +$171 +2 +0.6%
FBT
700
First Bank & Trust
South Dakota
$28K -$2.33K -27 -8%