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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 %
BTI
726
Blue Trust Inc
Georgia
$17K +$17K +170 New
EWA
727
EverSource Wealth Advisors
Alabama
$16K -$86 -1 -0.5%
GTAM
728
Global Trust Asset Management
Florida
$16K
HPC
729
HM Payson & Co
Maine
$16K
CB
730
Community Bank
New York
$16K
SN
731
Sittner & Nelson
Oregon
$16K
CC
732
Corsicana & Co
Texas
$16K
ME
733
McIlrath & Eck
Washington
$15K
BONH
734
Bank of New Hampshire
New Hampshire
$15K
MCA
735
Maryland Capital Advisors
Maryland
$15K +$15K +177 New
APP
736
Alpha Paradigm Partners
Illinois
$14K -$266K -3,207 -95%
BWA
737
BDO Wealth Advisors
Florida
$14K
CAC
738
Core Alternative Capital
Georgia
$14K +$4.33K +52 +45%
MW
739
Milestone Wealth
New York
$13K
IAS
740
IMA Advisory Services
Colorado
$13K
FCA
741
FinTrust Capital Advisors
South Carolina
$13K
LPWM
742
Lake Point Wealth Management
Texas
$13K
CNBTD
743
Citizens National Bank Trust Department
Mississippi
$13K
BAM
744
Bellevue Asset Management
Washington
$13K +$82 +1 +0.6%
CA
745
Crewe Advisors
Utah
$13K +$7.98K +100 +159%
EWM
746
Evermay Wealth Management
Virginia
$12K -$10.1K -125 -46%
AWM
747
Avior Wealth Management
Nebraska
$12K -$3.57K -44 -23%
HBW
748
Hazlett, Burt & Watson
West Virginia
$12K
CA
749
Centerpoint Advisors
Massachusetts
$12K
CT
750
Cambridge Trust
Massachusetts
$12K