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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 %
IWP
676
IAG Wealth Partners
Wisconsin
$58K
ACM
677
Antonetti Capital Management
Florida
$57K
GLLW
678
Graves Light Lenhart Wealth
Virginia
$54K
MPWT
679
MassMutual Private Wealth & Trust
Connecticut
$54K +$6.04K +73 +13%
FWM
680
Focused Wealth Management
New York
$48K +$82 +1 +0.2%
OLVIG
681
Oliver Lagore Vanvalin Investment Group
Michigan
$44K +$250 +3 +0.6%
TFP
682
Tilia Fiduciary Partners
North Carolina
$41K
VNA
683
Valley National Advisers
Pennsylvania
$41K
NSIM
684
North Star Investment Management
Illinois
$41K
HCM
685
Highlander Capital Management
New Jersey
$41K
AFS
686
Annapolis Financial Services
Maryland
$41K
VWM
687
Valley Wealth Managers
New Jersey
$41K +$41K +500 New
PB
688
Pinnacle Bancorp
Nebraska
$37K
WTA
689
Washington Trust Advisors
Massachusetts
$37K
ACA
690
Atlas Capital Advisors
Wyoming
$36.2K
TFS
691
TrustCore Financial Services
Tennessee
$36K
IAMOG
692
Investors Asset Management of Georgia
Georgia
$36K +$36K +442 New
SWA
693
Sutton Wealth Advisors
Florida
$34.7K
NFSG
694
Newbridge Financial Services Group
Florida
$34K +$6.09K +74 +22%
RCM
695
Raleigh Capital Management
North Carolina
$32K -$3.71K -45 -10%
DI
696
Disciplined Investments
Oklahoma
$32K
PFGIA
697
Patriot Financial Group Insurance Agency
Massachusetts
$29K -$4.75K -58 -14%
SCM
698
Silvant Capital Management
Georgia
$29K
Bank of Montreal
699
Bank of Montreal
Ontario, Canada
$28.9K -$8.66K -103,168 -23%
PSB
700
Piscataqua Savings Bank
New Hampshire
$28K