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Welltower

822 hedge funds and large institutions have $42B invested in Welltower in 2023 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 331 increasing their positions, 257 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
822
Holders Change
+15
Holders Change %
+1.86%
% of All Funds
13.11%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.26%
New
69
Increased
331
Reduced
257
Closed
47
Calls
$120M
Puts
$51.2M
Net Calls
+$68.6M
Net Calls Change
-$23.5M
Name Holding Trade Value Shares
Change
Shares
Change %
MML Investors Services
276
MML Investors Services
Massachusetts
$2.53M -$26.7K -326 -1%
KA
277
Kintegral Advisory
New York
$2.51M -$1.48K -18 -0.1%
DILIC
278
Dai-ichi Life Insurance Company
Japan
$2.49M -$1.06M -13,000 -30%
RRWA
279
Rainey & Randall Wealth Advisors
Florida
$2.48M -$145K -1,770 -6%
William Blair & Company
280
William Blair & Company
Illinois
$2.46M +$121K +1,472 +5%
FAM
281
Fred Alger Management
New York
$2.44M
SPFA
282
Summit Place Financial Advisors
New Jersey
$2.42M -$113K -1,375 -4%
PWMAG
283
Pinnacle Wealth Management Advisory Group
New Jersey
$2.36M +$17.9K +218 +0.8%
CWM
284
CIBC World Markets
New York
$2.35M -$2.43M -29,609 -51%
Mercer Global Advisors
285
Mercer Global Advisors
Colorado
$2.29M -$129K -1,574 -5%
OAM
286
Ostrum Asset Management
France
$2.27M +$37.6K +459 +2%
BFO
287
Boston Family Office
Massachusetts
$2.25M +$5.9K +72 +0.3%
GAM
288
Gotham Asset Management
New York
$2.25M -$26.2K -320 -1%
LM
289
Lincluden Management
Ontario, Canada
$2.24M
CGH
290
Crossmark Global Holdings
Texas
$2.23M -$15.1K -181 -0.7%
EI
291
Ethic Inc
New York
$2.21M +$461K +5,624 +26%
CB
292
Commerce Bank
Missouri
$2.19M +$94.7K +1,156 +5%
RBC
293
Romano Brothers & Co
Illinois
$2.19M +$655 +8 +0%
JFG
294
Jefferies Financial Group
New York
$2.17M +$2.17M +26,457 New
NMERB
295
New Mexico Educational Retirement Board
New Mexico
$2.12M +$238K +2,900 +13%
PS
296
Pensionfund Sabic
Netherlands
$2.07M
KCM
297
Kornitzer Capital Management
Kansas
$2.06M -$950K -11,600 -32%
PAG
298
Private Advisor Group
New Jersey
$2.06M +$10.4K +127 +0.5%
NW
299
Naviter Wealth
Arkansas
$2.04M +$171K +2,086 +9%
OC
300
Oppenheimer & Co
New York
$1.99M +$407K +4,966 +26%