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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 %
CFFP
726
Center for Financial Planning
Michigan
$9K
HBW
727
Hazlett, Burt & Watson
West Virginia
$9K
AWM
728
Avior Wealth Management
Nebraska
$9K +$60 +1 +0.7%
SFA
729
Semmax Financial Advisors
North Carolina
$8K -$452 -7 -5%
MRCM
730
M&R Capital Management
New Jersey
$8K
CSB
731
City State Bank
Iowa
$8K
WWM
732
Wolff Wiese Magana
California
$8K
HWMA
733
Heritage Wealth Management (Arizona)
Arizona
$8K +$672 +11 +9%
IRC
734
Investors Research Corp
Georgia
$7K
PFA
735
Professional Financial Advisors
Nebraska
$7K
CMP
736
Coston McIsaac & Partners
Maine
$7K +$61 +1 +0.9%
BC
737
Barrett & Company
Rhode Island
$6.56K +$6.56K +100 New
TAM
738
Tucker Asset Management
Colorado
$6.47K
WPA
739
West Paces Advisors
Georgia
$6.43K -$643 -10 -9%
TCOV
740
Trust Company of Vermont
Vermont
$6K -$2.88K -48 -32%
TWA
741
TCI Wealth Advisors
Arizona
$6K -$375 -6 -6%
RDIA
742
RE Dickinson Investment Advisors
Iowa
$6K
LCM
743
Logan Capital Management
Pennsylvania
$6K
QC
744
Quent Capital
New York
$6K
MA
745
Montag & Associates
Georgia
$6K
KC
746
Kenfarb & Co
Kentucky
$6K +$6K +100 New
PWMG
747
Prestige Wealth Management Group
New Jersey
$5K
FRA
748
Front Row Advisors
California
$4K
SC
749
Sierra Capital
Florida
$4K
CTB
750
Country Trust Bank
Illinois
$4K