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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 %
MSFP
701
Mark Sheptoff Financial Planning
Connecticut
$15K
SIC
702
Salem Investment Counselors
North Carolina
$15K
CA
703
Crewe Advisors
Utah
$14K +$3.29K +50 +31%
FP
704
Financial Perspectives
Minnesota
$13.9K
SSG
705
Summit Securities Group
New York
$13K -$61.7K -949 -83%
S
706
Surevest
California
$13K
ADL
707
Asset Dedication LLC
California
$13K
CB
708
Community Bank
New York
$13K
GTAM
709
Global Trust Asset Management
Florida
$13K
SN
710
Sittner & Nelson
Oregon
$13K
ME
711
McIlrath & Eck
Washington
$12K
BONH
712
Bank of New Hampshire
New Hampshire
$12K
BWA
713
BDO Wealth Advisors
Florida
$11K
CAC
714
Core Alternative Capital
Georgia
$11K
MCA
715
Maryland Capital Advisors
Maryland
$11K
CNBTD
716
Citizens National Bank Trust Department
Mississippi
$10K
EWM
717
Evermay Wealth Management
Virginia
$10K
CT
718
Cambridge Trust
Massachusetts
$10K
IAS
719
IMA Advisory Services
Colorado
$10K
FCA
720
FinTrust Capital Advisors
South Carolina
$10K
CA
721
Centerpoint Advisors
Massachusetts
$10K
MW
722
Milestone Wealth
New York
$10K
BAM
723
Bellevue Asset Management
Washington
$10K +$125 +2 +1%
FMP
724
Financial Management Professionals
Texas
$10K +$4.27K +67 +74%
CFFP
725
Center for Financial Planning
Michigan
$9K