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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 %
HWA
701
Heritage Wealth Advisors
Virginia
$28K
LFG
702
Larson Financial Group
Missouri
$26K
SAM
703
Strategic Asset Management
Minnesota
$26K
BIA
704
Bell Investment Advisors
California
$26K +$4.47K +53 +21%
AIM
705
Anchor Investment Management
South Carolina
$25.7K
NFSG
706
Newbridge Financial Services Group
Florida
$25K +$14.9K +175 +148%
APC
707
Aspire Private Capital
North Carolina
$24K +$168 +2 +0.7%
CFRPA
708
Castle Financial & Retirement Planning Associates
New Jersey
$24K +$24K +300 New
VRS
709
Virginia Retirement Systems
Virginia
$22.7K +$875 +10,200 +4%
IRC
710
Investors Research Corp
Georgia
$22K
NL
711
NVWM LLC
Pennsylvania
$21K
EARNEST Partners
712
EARNEST Partners
Georgia
$21K
MSFP
713
Mark Sheptoff Financial Planning
Connecticut
$20K
WAS
714
Winch Advisory Services
Wisconsin
$20K +$168 +2 +0.8%
SIC
715
Salem Investment Counselors
North Carolina
$20K +$20K +231 New
CT
716
Cambridge Trust
Massachusetts
$20K +$20K +235 New
EPM
717
Equitec Proprietary Markets
Illinois
$20K +$20K +236 New
SSB
718
Sandy Spring Bank
Maryland
$19K +$9.5K +110 +100%
TAIM
719
TD Ameritrade Investment Management
Nebraska
$19K +$19K +216 New
FP
720
Financial Perspectives
Minnesota
$18.5K
S
721
Surevest
California
$18K +$18K +208 New
ADL
722
Asset Dedication LLC
California
$17K -$12.5K -146 -42%
GWSG
723
GPS Wealth Strategies Group
Colorado
$17K -$5.23K -60 -24%
HPC
724
HM Payson & Co
Maine
$17K -$425 -5 -2%
CB
725
Community Bank
New York
$17K