WELL icon

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 %
NWM
301
Nicola Wealth Management
British Columbia, Canada
$1.99M -$2.51M -22,700 -56%
SOAMC
302
Spirit of America Management Corp
New York
$1.99M +$172K +2,100 +9%
AP
303
Appleton Partners
Massachusetts
$1.99M +$198K +2,415 +11%
Baird Financial Group
304
Baird Financial Group
Wisconsin
$1.98M +$38K +464 +2%
RJT
305
Raymond James Trust
Florida
$1.97M +$55.4K +676 +3%
DIA
306
Dean Investment Associates
Ohio
$1.9M +$432K +5,279 +29%
EOJOAM
307
E. Ohman J:or Asset Management
Sweden
$1.88M +$98.3K +1,200 +6%
AWM
308
Avitas Wealth Management
California
$1.86M -$15.2K -185 -0.8%
ONSWM
309
Old North State Wealth Management
North Carolina
$1.85M +$44.8K +546 +2%
TRCT
310
Tower Research Capital (TRC)
New York
$1.81M -$1.07M -13,120 -37%
BPA
311
Beacon Pointe Advisors
California
$1.78M +$24.6K +300 +1%
SBIA
312
Sheaff Brock Investment Advisors
Indiana
$1.73M +$1.2M +14,684 +229%
FC
313
Forte Capital
New York
$1.69M -$168K -2,056 -9%
LSA
314
L & S Advisors
California
$1.68M +$1.68M +20,477 New
MCM
315
MAI Capital Management
Ohio
$1.66M +$1.97K +24 +0.1%
SLI
316
Sumitomo Life Insurance
Japan
$1.65M -$21.3K -260 -1%
QCM
317
Quantinno Capital Management
New York
$1.64M +$506K +6,174 +45%
CA
318
Cetera Advisors
Colorado
$1.62M +$12.8K +156 +0.8%
API
319
Advisor Partners II
California
$1.61M +$69.1K +843 +4%
Vontobel Holding
320
Vontobel Holding
Switzerland
$1.6M +$31K +378 +2%
CIA
321
Capital Investment Advisors
Georgia
$1.6M -$23.7K -289 -1%
O
322
Ossiam
France
$1.59M +$692K +8,450 +77%
GFS
323
GYL Financial Synergies
Connecticut
$1.59M +$573 +7 +0%
GBWM
324
Granite Bay Wealth Management
New Hampshire
$1.58M +$1.58M +19,160 New
UCFA
325
United Capital Financial Advisors
Texas
$1.53M -$285K -3,476 -16%