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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 %
Wolverine Trading
351
Wolverine Trading
Illinois
$1.19M -$1.64M -19,993 -58%
NAM
352
NTV Asset Management
West Virginia
$1.19M -$8.19K -100 -0.7%
PFO
353
Pathstone Family Office
New Jersey
$1.16M +$654K +7,982 +128%
Squarepoint
354
Squarepoint
New York
$1.15M -$2.97M -36,308 -72%
Kayne Anderson Rudnick Investment Management
355
Kayne Anderson Rudnick Investment Management
California
$1.15M -$4.01K -49 -0.3%
WB
356
WesBanco Bank
West Virginia
$1.14M -$16.4K -200 -1%
USAA
357
United Services Automobile Association
Texas
$1.14M +$214K +2,613 +23%
EC
358
Elequin Capital
New York
$1.13M +$700K +8,551 +163%
DCM
359
Dean Capital Management
Kansas
$1.13M +$1.13M +13,798 New
OIAM
360
OFI Invest Asset Management
France
$1.13M -$60.7K -784 -5%
ACM
361
Advance Capital Management
Michigan
$1.11M +$246 +3 +0%
PL
362
Perpetual Ltd
Australia
$1.11M -$73.7K -900 -6%
BCV
363
Banque Cantonale Vaudoise
Switzerland
$1.1M -$17.5K -213 -2%
IMRF
364
Illinois Municipal Retirement Fund
Illinois
$1.1M
AG
365
AIA Group
Hong Kong
$1.07M +$1.07M +13,100 New
Cetera Investment Advisers
366
Cetera Investment Advisers
Illinois
$1.07M -$2.54K -31 -0.2%
TI
367
Tidal Investments
Wisconsin
$1.07M +$201K +2,451 +23%
RFN
368
RDA Financial Network
Iowa
$1.07M -$8.19K -100 -0.8%
JAM
369
JLP Asset Management
New York
$1.06M
BCI
370
Brinker Capital Investments
Pennsylvania
$1.06M +$145K +1,764 +16%
OPS
371
Orion Portfolio Solutions
Nebraska
$1.06M +$145K +1,764 +16%
Carson Wealth (CWM LLC)
372
Carson Wealth (CWM LLC)
Nebraska
$1.04M +$24.2K +296 +2%
LCM
373
LDR Capital Management
New York
$1.03M +$1.03M +12,591 New
GBA
374
Garrison Bradford & Associates
New York
$1.01M
PAS
375
Park Avenue Securities
New York
$1M +$36.9K +451 +4%