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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 %
RCM
676
Raleigh Capital Management
North Carolina
$23K -$2.28K -35 -9%
SCM
677
Silvant Capital Management
Georgia
$22K
PSB
678
Piscataqua Savings Bank
New Hampshire
$22K
AAP
679
Arax Advisory Partners
Colorado
$22K +$456 +7 +2%
JFA
680
JNBA Financial Advisors
Minnesota
$22K +$1.63K +25 +8%
AWM
681
Activest Wealth Management
Florida
$22K +$22K +340 New
HWA
682
Heritage Wealth Advisors
Virginia
$21.2K
BBHC
683
Brown Brothers Harriman & Co
New York
$21K +$2.95K +46 +16%
WFA
684
West Financial Advisors
Iowa
$21K +$21K +320 New
SFFS
685
Stonehage Fleming Financial Services
Jersey
$20K
EWA
686
EverSource Wealth Advisors
Alabama
$20K +$8.23K +130 +70%
SWM
687
Selective Wealth Management
Virginia
$20K +$11.1K +173 +124%
Point72 Asset Management
688
Point72 Asset Management
Connecticut
$19K -$10.6M -166,800 -100%
SAM
689
Strategic Asset Management
Minnesota
$19K
LFG
690
Larson Financial Group
Missouri
$19K
APC
691
Aspire Private Capital
North Carolina
$19K +$131 +2 +0.7%
ZIG
692
Zullo Investment Group
Pennsylvania
$18K
Lazard Asset Management
693
Lazard Asset Management
New York
$18K +$2.41K +39 +15%
C
694
Covestor
United Kingdom
$17K -$63.8K -984 -79%
AIM
695
Anchor Investment Management
South Carolina
$16.1K
HWA
696
HHM Wealth Advisors
Tennessee
$16K -$76.7K -1,203 -83%
BIA
697
Bell Investment Advisors
California
$16K -$4.42K -69 -22%
NL
698
NVWM LLC
Pennsylvania
$16K
EARNEST Partners
699
EARNEST Partners
Georgia
$16K
WAS
700
Winch Advisory Services
Wisconsin
$16K +$132 +2 +0.8%