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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 %
MA
701
MUFG Americas
New York
$27K
HWA
702
Heritage Wealth Advisors
Virginia
$27K
AAP
703
Arax Advisory Partners
Colorado
$27K +$1.06K +13 +4%
SFFS
704
Stonehage Fleming Financial Services
Jersey
$27K +$27K +325 New
JFA
705
JNBA Financial Advisors
Minnesota
$26K -$12.8K -154 -33%
BIA
706
Bell Investment Advisors
California
$26K +$26K +319 New
SAM
707
Strategic Asset Management
Minnesota
$25K
LFG
708
Larson Financial Group
Missouri
$25K
FBT
709
First Bank & Trust
South Dakota
$24K -$2.4K -29 -9%
APC
710
Aspire Private Capital
North Carolina
$24K +$166 +2 +0.7%
ZIG
711
Zullo Investment Group
Pennsylvania
$23K -$1.89K -23 -8%
BBHC
712
Brown Brothers Harriman & Co
New York
$23K +$7.18K +88 +45%
NICM
713
Neo Ivy Capital Management
New York
$22K +$22K +271 New
EARNEST Partners
714
EARNEST Partners
Georgia
$21K
BMD
715
Better Money Decisions
New Mexico
$21K +$21K +251 New
AIM
716
Anchor Investment Management
South Carolina
$20.6K -$4.12K -50 -17%
Lazard Asset Management
717
Lazard Asset Management
New York
$20K -$135K -1,697 -87%
NL
718
NVWM LLC
Pennsylvania
$20K
WAS
719
Winch Advisory Services
Wisconsin
$20K +$167 +2 +0.8%
SIC
720
Salem Investment Counselors
North Carolina
$19K -$329K -4,000 -95%
RTC
721
Riverview Trust Company
Washington
$19K
MSFP
722
Mark Sheptoff Financial Planning
Connecticut
$19K
FP
723
Financial Perspectives
Minnesota
$17.8K
ADL
724
Asset Dedication LLC
California
$17K
S
725
Surevest
California
$17K