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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 %
CSB
751
City State Bank
Iowa
$11K +$11K +132 New
PFA
752
Professional Financial Advisors
Nebraska
$10K
CAC
753
Core Alternative Capital
Georgia
$10K +$10K +111 New
TAM
754
Tucker Asset Management
Colorado
$9.11K
DAM
755
Delta Asset Management
Tennessee
$9K
TCOV
756
Trust Company of Vermont
Vermont
$9K +$9K +100 New
RDIA
757
RE Dickinson Investment Advisors
Iowa
$9K +$9K +100 New
WPA
758
West Paces Advisors
Georgia
$8.58K
MA
759
Montag & Associates
Georgia
$8K
TIM
760
Tortoise Investment Management
New York
$8K +$8K +99 New
RFA
761
Reilly Financial Advisors
California
$7K
FRA
762
Front Row Advisors
California
$7K
PWMG
763
Prestige Wealth Management Group
New Jersey
$7K
AIP
764
Ahrens Investment Partners
Louisiana
$7K +$7K +87 New
DFCM
765
Dark Forest Capital Management
Puerto Rico
$6K +$1.94K +22 +48%
QC
766
Quent Capital
New York
$6K +$6K +70 New
AWA
767
Amplius Wealth Advisors
Pennsylvania
$6K +$6K +78 New
CA
768
Crewe Advisors
Utah
$5K
CTB
769
Country Trust Bank
Illinois
$5K
SC
770
Sierra Capital
Florida
$5K +$5K +55 New
AF
771
Arrow Financial
New York
$5K +$5K +59 New
SC
772
Stephens Consulting
Michigan
$4.37K +$4.37K +51 New
IFAM
773
Institutional & Family Asset Management
Colorado
$4K -$1.87K -22 -32%
HR
774
Howe & Rusling
New York
$4K
FMP
775
Financial Management Professionals
Texas
$4K