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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 %
AWA
401
Arkadios Wealth Advisors
Georgia
$839K -$29.9K -365 -3%
VU
402
Vanderbilt University
Tennessee
$829K +$28.1K +343 +4%
AAS
403
Avantax Advisory Services
Texas
$827K -$8.93K -109 -1%
AAIM
404
American Assets Investment Management
California
$819K
PAM
405
Panagora Asset Management
Massachusetts
$812K +$655 +8 +0.1%
SCA
406
Snowden Capital Advisors
New York
$809K +$17.4K +213 +2%
Federated Hermes
407
Federated Hermes
Pennsylvania
$795K +$112K +1,372 +16%
JWM
408
Jeppson Wealth Management
California
$793K -$2.87K -35 -0.4%
DS
409
DRW Securities
Illinois
$784K +$292K +3,561 +59%
BS
410
Banco Santander
Spain
$783K +$96.4K +1,177 +14%
FC
411
Fulcrum Capital
Washington
$761K -$50.1K -611 -6%
GI
412
GAMCO Investors
Connecticut
$758K -$102K -1,250 -12%
MNBTD
413
Moody National Bank Trust Division
Texas
$757K +$70.3K +858 +10%
AWM
414
AE Wealth Management
Kansas
$745K +$47.5K +580 +7%
WHG
415
Westwood Holdings Group
Texas
$737K
IIM
416
INTECH Investment Management
Florida
$737K -$442K -5,400 -38%
SFO
417
Stokes Family Office
Louisiana
$729K +$729K +8,894 New
AUB
418
Atlantic Union Bankshares
Virginia
$709K -$16.4K -200 -2%
SCM
419
Schnieders Capital Management
California
$706K -$8.19K -100 -1%
VFA
420
Values First Advisors
Tennessee
$703K -$246 -3 -0%
WT
421
Whittier Trust
California
$702K +$3.77K +46 +0.5%
PI
422
PFG Investments
New York
$701K +$2.46K +30 +0.4%
CCA
423
Checchi Capital Advisers
California
$698K +$22.8K +278 +3%
CIC
424
Carnegie Investment Counsel
Ohio
$696K -$8.19K -100 -1%
NA
425
NewEdge Advisors
Louisiana
$691K +$99.9K +1,220 +17%