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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 %
IFAM
751
Institutional & Family Asset Management
Colorado
$4K +$1.24K +21 +45%
CYG
752
Clean Yield Group
Vermont
$4K +$4K +63 New
ECM
753
Estabrook Capital Management
New York
$3.86K
KFP
754
KB Financial Partners
New Jersey
$3K
CWA
755
Clearview Wealth Advisors
Oregon
$3K
PP
756
Pacifica Partners
Canada
$3K
AWM
757
Atticus Wealth Management
Florida
$3K
HR
758
Howe & Rusling
New York
$3K +$255 +4 +9%
LF
759
Lee Financial
Texas
$3K +$255 +4 +9%
BWM
760
BerganKDV Wealth Management
Minnesota
$3K +$706 +12 +31%
ANBT
761
American National Bank & Trust
Texas
$3K +$1.05K +15 +54%
AWM
762
Abound Wealth Management
Tennessee
$2.13K +$2.13K +33 New
PGAM
763
Princeton Global Asset Management
New Jersey
$2K
TAIM
764
TD Ameritrade Investment Management
Nebraska
$2K
JFGIW
765
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K +$2K +27 New
CWC
766
Carolinas Wealth Consulting
North Carolina
$1K -$200 -2 -17%
TFA
767
Transamerica Financial Advisors
Florida
$1K
EBA
768
Eagle Bay Advisors
New York
$1K
MA
769
MCF Advisors
Kentucky
$1K
GWSG
770
GPS Wealth Strategies Group
Colorado
$1K
TFM
771
TFC Financial Management
Massachusetts
$1K +$500 +9 +100%
MFT
772
Moisand Fitzgerald Tamayo
Florida
$1K +$1K +22 New
GFPC
773
Global Financial Private Client
Florida
$392
FSWA
774
Financial Synergies Wealth Advisors
Texas
$322
MGIM
775
M&G Investment Management
United Kingdom
$290 +$102 +1,589 +54%