WELL icon

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 %
SWM
751
Selective Wealth Management
Virginia
$12K
TCOV
752
Trust Company of Vermont
Vermont
$12K +$12K +148 New
AFG
753
Albion Financial Group
Utah
$11K -$5.3K -65 -33%
CFFP
754
Center for Financial Planning
Michigan
$11K
MRCM
755
M&R Capital Management
New Jersey
$11K
CSB
756
City State Bank
Iowa
$11K
WWM
757
Wolff Wiese Magana
California
$11K +$430 +5 +4%
SFA
758
Semmax Financial Advisors
North Carolina
$11K +$11K +131 New
IRC
759
Investors Research Corp
Georgia
$10K
FPS
760
Fieldpoint Private Securities
Connecticut
$10K +$6.17K +74 +161%
AW
761
ACG Wealth
Georgia
$10K +$10K +124 New
HWMA
762
Heritage Wealth Management (Arizona)
Arizona
$9.88K
WPA
763
West Paces Advisors
Georgia
$9.06K
PFA
764
Professional Financial Advisors
Nebraska
$9K
CMP
765
Coston McIsaac & Partners
Maine
$9K +$9K +113 New
TAM
766
Tucker Asset Management
Colorado
$8.73K
TWA
767
TCI Wealth Advisors
Arizona
$8K -$2.2K -28 -22%
LCM
768
Logan Capital Management
Pennsylvania
$8K
MA
769
Montag & Associates
Georgia
$8K
QC
770
Quent Capital
New York
$8K +$2.4K +30 +43%
WOSD
771
WFA of San Diego
California
$8K +$8K +100 New
AIP
772
Ahrens Investment Partners
Louisiana
$7K
FMP
773
Financial Management Professionals
Texas
$7K +$2.1K +27 +43%
PWMG
774
Prestige Wealth Management Group
New Jersey
$6K
FRA
775
Front Row Advisors
California
$5K