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Welltower

1,047 hedge funds and large institutions have $72.8B invested in Welltower in 2024 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 397 increasing their positions, 355 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,047
Holders Change
+60
Holders Change %
+6.08%
% of All Funds
15.14%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.3%
New
135
Increased
397
Reduced
355
Closed
62
Calls
$176M
Puts
$291M
Net Calls
-$114M
Net Calls Change
-$64.1M
Name Holding Trade Value Shares
Change
Shares
Change %
DIA
326
Dean Investment Associates
Ohio
$3.39M -$111K -864 -3%
KCM
327
Kornitzer Capital Management
Kansas
$3.38M -$857K -6,690 -20%
BFO
328
Boston Family Office
Massachusetts
$3.36M +$53.3K +416 +2%
RBC
329
Romano Brothers & Co
Illinois
$3.34M -$12.8K -100 -0.4%
AP
330
Appleton Partners
Massachusetts
$3.33M -$25.6K -200 -0.8%
IMPI
331
Ilmarinen Mutual Pension Insurance
Finland
$3.27M
TC
332
TwinBeech Capital
New York
$3.25M +$3.25M +25,413 New
SPFA
333
Summit Place Financial Advisors
New Jersey
$3.25M -$574K -4,484 -15%
MYLI
334
Meiji Yasuda Life Insurance
Japan
$3.24M +$282K +2,204 +10%
KPWS
335
Kestra Private Wealth Services
Texas
$3.23M -$210K -1,637 -6%
LM
336
Lincluden Management
Ontario, Canada
$3.2M -$70.7K -552 -2%
NIM
337
NEOS Investment Management
Connecticut
$3.1M +$624K +4,872 +25%
AWM
338
Avitas Wealth Management
California
$3.09M +$43.5K +340 +1%
EOJOAM
339
E. Ohman J:or Asset Management
Sweden
$3.08M -$44.8K -350 -1%
GI
340
GAMCO Investors
Connecticut
$3.04M -$64K -500 -2%
WAS
341
WESPAC Advisors SoCal
California
$3.04M +$3.04M +23,744 New
Walleye Capital
342
Walleye Capital
New York
$3.02M +$1.7M +13,295 +130%
PL
343
Perpetual Ltd
Australia
$2.99M -$881K -6,880 -23%
RCIM
344
Red Cedar Investment Management
Michigan
$2.94M +$1.99M +15,547 +209%
MCM
345
MAI Capital Management
Ohio
$2.94M -$83.3K -651 -3%
IC
346
IEQ Capital
California
$2.89M +$260K +2,032 +10%
CCIA
347
Campbell & Co Investment Adviser
Maryland
$2.87M +$15.6K +122 +0.5%
MWM
348
Moran Wealth Management
Florida
$2.77M -$16.1K -126 -0.6%
Envestnet Portfolio Solutions
349
Envestnet Portfolio Solutions
Illinois
$2.75M -$19.8K -155 -0.7%
CB
350
Commerce Bank
Missouri
$2.73M -$254K -1,985 -9%