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Welltower

926 hedge funds and large institutions have $49.1B invested in Welltower in 2023 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 367 increasing their positions, 261 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
926
Holders Change
+104
Holders Change %
+12.65%
% of All Funds
13.58%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.25%
New
157
Increased
367
Reduced
261
Closed
45
Calls
$168M
Puts
$78.2M
Net Calls
+$90.1M
Net Calls Change
+$21.5M
Name Holding Trade Value Shares
Change
Shares
Change %
AIMCA
401
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.05M
IW
402
Imprint Wealth
South Carolina
$1.03M +$25.7K +285 +3%
PAS
403
Park Avenue Securities
New York
$1.03M -$74K -821 -7%
JFG
404
Jefferies Financial Group
New York
$1M -$1.39M -15,366 -58%
GWM
405
Gray Wealth Management
Maine
$993K -$38K -421 -4%
KAS
406
Kestra Advisory Services
Texas
$985K +$985K +4,228 New
AA
407
Ancora Advisors
Ohio
$984K +$25.5K +283 +3%
FI
408
FJ Investments
Utah
$981K +$981K +10,877 New
BFG
409
Bleakley Financial Group
New Jersey
$971K +$37.4K +415 +4%
SS
410
Simplicity Solutions
Minnesota
$970K +$36.7K +407 +4%
OIA
411
OneDigital Investment Advisors
Kansas
$970K -$7.76K -86 -0.8%
NRI
412
NFP Retirement Inc
California
$970K +$4.87K +54 +0.5%
SPIA
413
Steward Partners Investment Advisory
New York
$966K -$34.5K -383 -3%
WG
414
Welch Group
Alabama
$965K
PCM
415
Penserra Capital Management
California
$962K -$122K -1,360 -11%
SCA
416
Snowden Capital Advisors
New York
$961K +$70.9K +786 +8%
WA
417
Waverly Advisors
Alabama
$951K -$5.95K -66 -0.6%
SCTC
418
Sanibel Captiva Trust Company
Florida
$949K +$949K +10,530 New
Baird Financial Group
419
Baird Financial Group
Wisconsin
$943K -$1.24M -13,733 -57%
T
420
TOBAM
France
$941K -$105K -1,160 -10%
JAM
421
JLP Asset Management
New York
$938K -$234K -2,600 -20%
NA
422
NewEdge Advisors
Louisiana
$934K +$185K +2,090 +25%
FFA
423
Fairfield Financial Advisors
Massachusetts
$928K +$296K +3,281 +47%
MCM
424
McKinley Capital Management
Alaska
$928K +$928K +10,288 New
UFF
425
USA Financial Formulas
Michigan
$915K +$915K +10,147 New