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Welltower

842 hedge funds and large institutions have $42.1B invested in Welltower in 2022 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 310 increasing their positions, 277 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
842
Holders Change
+40
Holders Change %
+4.99%
% of All Funds
13.32%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.27%
New
104
Increased
310
Reduced
277
Closed
52
Calls
$140M
Puts
$117M
Net Calls
+$22.4M
Net Calls Change
+$41.1M
Name Holding Trade Value Shares
Change
Shares
Change %
FRA
801
Front Row Advisors
California
$6K -$3K -29 -33%
CA
802
Crewe Advisors
Utah
$6K
FMP
803
Financial Management Professionals
Texas
$6K +$1.91K +20 +47%
BEI
804
Benjamin Edwards Inc
Missouri
$6K +$6K +66 New
ECM
805
Estabrook Capital Management
New York
$5.77K +$5.77K +60 New
CPFP
806
Clear Perspectives Financial Planning
Ohio
$5K
IFAM
807
Institutional & Family Asset Management
Colorado
$5K
SC
808
Sierra Capital
Florida
$5K
CI Investments Inc
809
CI Investments Inc
Ontario, Canada
$5K
CTB
810
Country Trust Bank
Illinois
$5K
HR
811
Howe & Rusling
New York
$5K +$370 +4 +8%
BC
812
Bartlett & Co
Ohio
$5K +$5K +50 New
BCWM
813
Bartlett & Co Wealth Management
Ohio
$4.81K +$4.81K +50 New
FPS
814
Fieldpoint Private Securities
Connecticut
$4K -$55.6K -639 -93%
LF
815
Lee Financial
Texas
$4K -$8.65K -93 -68%
BWM
816
BerganKDV Wealth Management
Minnesota
$4K
PGAM
817
Princeton Global Asset Management
New Jersey
$4K
CWA
818
Clearview Wealth Advisors
Oregon
$4K
KFP
819
KB Financial Partners
New Jersey
$4K
AWM
820
Atticus Wealth Management
Florida
$4K +$4K +38 New
PP
821
Pacifica Partners
Canada
$3K
ANBT
822
American National Bank & Trust
Texas
$3K +$3K +28 New
TSW
823
Thompson Siegel & Walmsley
Virginia
$3K +$3K +32 New
ED
824
Exane Derivatives
France
$2.6K +$2.6K +27 New
RAM
825
Riggs Asset Management
Pennsylvania
$2K