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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 %
AWS
326
Atria Wealth Solutions
New York
$1.51M -$23.7K -289 -2%
KRSITF
327
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.49M +$26.5K +324 +2%
Credit Agricole
328
Credit Agricole
France
$1.48M +$368K +4,489 +33%
FG
329
Formula Growth
Quebec, Canada
$1.48M -$24K -293 -2%
LCM
330
Liberty Capital Management
Michigan
$1.43M
OFG
331
Oxford Financial Group
Indiana
$1.41M +$132K +1,617 +10%
AI
332
Atria Investments
North Carolina
$1.4M +$35.1K +428 +3%
MPWT
333
MassMutual Private Wealth & Trust
Connecticut
$1.38M +$1.23M +14,999 +800%
DADC
334
D.A. Davidson & Co
Montana
$1.37M -$247K -3,015 -15%
EIA
335
Edgemoor Investment Advisors
Maryland
$1.35M -$16.3K -199 -1%
BBVA
336
Banco Bilbao Vizcaya Argentaria
Spain
$1.34M +$75K +915 +6%
NMIMC
337
Northwestern Mutual Investment Management Company
Wisconsin
$1.34M +$57K +696 +4%
CIA
338
Cascade Investment Advisors
Oregon
$1.31M -$5.33K -65 -0.4%
AFA
339
American Financial Advisors
Georgia
$1.29M -$59.4K -725 -4%
ORC
340
O'Rourke & Company
Massachusetts
$1.28M +$2.13K +26 +0.2%
Ensign Peak Advisors
341
Ensign Peak Advisors
Utah
$1.27M -$2.45M -29,965 -66%
BA
342
Bard Associates
Illinois
$1.27M -$11.1K -135 -0.9%
OSNBOA
343
Old Second National Bank of Aurora
Illinois
$1.26M +$1.2M +14,612 +1,808%
BCM
344
Brookstone Capital Management
Illinois
$1.26M -$193K -2,296 -13%
IC
345
IEQ Capital
California
$1.25M +$43.3K +529 +4%
CNFG
346
Creegan & Nassoura Financial Group
New Hampshire
$1.24M -$2.05K -25 -0.2%
Assenagon Asset Management
347
Assenagon Asset Management
Luxembourg
$1.23M -$18.3K -223 -1%
CG
348
Colony Group
Massachusetts
$1.21M -$13.8K -169 -1%
Envestnet Portfolio Solutions
349
Envestnet Portfolio Solutions
Illinois
$1.2M +$1.2M +14,693 New
PMG
350
ProVise Management Group
Florida
$1.19M -$55.8K -681 -4%