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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 %
Focus Partners Wealth
351
Focus Partners Wealth
Massachusetts
$2.7M +$530K +4,138 +24%
TI
352
Tidal Investments
Wisconsin
$2.69M +$850K +6,639 +46%
BBVA
353
Banco Bilbao Vizcaya Argentaria
Spain
$2.69M +$32.1K +251 +1%
FTDI
354
First Trust Direct Indexing
Massachusetts
$2.68M +$421K +3,285 +19%
KA
355
Kintegral Advisory
New York
$2.68M -$35.1K -274 -1%
FCM
356
FJ Capital Management
Virginia
$2.64M -$188K -1,466 -7%
Assenagon Asset Management
357
Assenagon Asset Management
Luxembourg
$2.63M +$427K +3,335 +19%
UCFA
358
United Capital Financial Advisors
Texas
$2.61M +$16.1K +126 +0.6%
O
359
Ossiam
France
$2.59M -$915K -7,148 -26%
AC
360
Allstate Corporation
Illinois
$2.59M -$1.15M -8,965 -31%
MFG
361
Merit Financial Group
Georgia
$2.57M -$1.27M -9,881 -33%
Lazard Asset Management
362
Lazard Asset Management
New York
$2.56M +$1.47M +11,459 +134%
CC
363
Centiva Capital
New York
$2.55M +$1.86M +14,521 +270%
IMCOOI
364
Investment Management Corp of Ontario (IMCO)
Canada
$2.54M +$922K +7,200 +57%
BEI
365
Benjamin Edwards Inc
Missouri
$2.53M +$658K +5,132 +35%
Vontobel Holding
366
Vontobel Holding
Switzerland
$2.51M +$236K +1,846 +10%
PAG
367
Private Advisor Group
New Jersey
$2.51M -$38.7K -302 -2%
GA
368
GRS Advisors
Illinois
$2.5M -$39.7M -309,862 -94%
CIA
369
Concurrent Investment Advisors
Florida
$2.47M -$11K -86 -0.4%
OAC
370
OMERS Administration Corp
Ontario, Canada
$2.47M
PCM
371
Prelude Capital Management
New York
$2.45M +$169K +1,321 +7%
BCM
372
Beck Capital Management
Texas
$2.45M +$2.45M +19,138 New
SBIA
373
Sheaff Brock Investment Advisors
Indiana
$2.45M -$34.3K -268 -1%
CIA
374
Capital Investment Advisors
Georgia
$2.42M -$40.5K -316 -2%
GFS
375
GYL Financial Synergies
Connecticut
$2.39M -$53.1K -415 -2%