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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 %
PCM
376
Penserra Capital Management
California
$986K -$15.3K -187 -2%
CPIA
377
Cornell Pochily Investment Advisors
New York
$981K +$22.5K +275 +2%
IAA
378
Independent Advisor Alliance
North Carolina
$977K +$6.64K +81 +0.7%
WA
379
Wambolt & Associates
Colorado
$973K +$71.3K +873 +8%
TMAM
380
Tokio Marine Asset Management
Japan
$963K +$99.7K +1,217 +12%
AIMCA
381
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$958K
T
382
TOBAM
France
$950K -$6.14K -75 -0.6%
GWM
383
Gray Wealth Management
Maine
$936K +$35.1K +428 +4%
MYLI
384
Meiji Yasuda Life Insurance
Japan
$934K
IW
385
Imprint Wealth
South Carolina
$913K +$34K +415 +4%
SPIA
386
Steward Partners Investment Advisory
New York
$909K -$13.9K -170 -2%
TIMH
387
Tilt Investment Management Holdings
New York
$904K +$219K +2,676 +32%
OIA
388
OneDigital Investment Advisors
Kansas
$888K -$80.4K -981 -8%
SSB
389
Sandy Spring Bank
Maryland
$882K +$151K +1,848 +21%
FTDI
390
First Trust Direct Indexing
Massachusetts
$882K +$46.9K +572 +6%
NRI
391
NFP Retirement Inc
California
$877K +$2.05K +25 +0.2%
WG
392
Welch Group
Alabama
$877K -$221K -2,700 -20%
AA
393
Ancora Advisors
Ohio
$871K -$343K -4,187 -28%
WA
394
Waverly Advisors
Alabama
$869K +$5.41K +66 +0.6%
Lido Advisors
395
Lido Advisors
California
$869K +$39.6K +484 +5%
PRC
396
Pearl River Capital
Michigan
$867K +$543K +6,631 +168%
BB
397
Busey Bank
Illinois
$859K -$514K -6,277 -37%
FCI
398
Financial Counselors Inc
Kansas
$855K +$405K +4,940 +90%
BFG
399
Bleakley Financial Group
New Jersey
$848K -$134K -1,635 -14%
SS
400
Simplicity Solutions
Minnesota
$848K -$127K -1,550 -13%