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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 %
CA
401
Cullinan Associates
Kentucky
$1.98M -$266K -2,035 -12%
RFN
402
RDA Financial Network
Iowa
$1.97M -$98.6K -770 -5%
GWMR
403
GC Wealth Management RIA
Massachusetts
$1.97M +$746K +5,829 +61%
SSB
404
Sandy Spring Bank
Maryland
$1.97M -$32.6K -255 -2%
VCM
405
Verde Capital Management
Michigan
$1.95M +$47K +367 +2%
DCM
406
Dean Capital Management
Kansas
$1.93M +$1.93M +15,042 New
FFA
407
Fairfield Financial Advisors
Massachusetts
$1.91M +$49.4K +386 +3%
WI
408
Wahed Invest
New York
$1.87M +$227K +1,775 +14%
CNFG
409
Creegan & Nassoura Financial Group
New Hampshire
$1.86M
OSNBOA
410
Old Second National Bank of Aurora
Illinois
$1.86M -$56.5K -441 -3%
NAM
411
NTV Asset Management
West Virginia
$1.85M
BA
412
Bard Associates
Illinois
$1.84M -$64.4K -503 -3%
Carson Wealth (CWM LLC)
413
Carson Wealth (CWM LLC)
Nebraska
$1.84M -$70.5K -551 -4%
CL
414
Choreo LLC
Illinois
$1.83M +$164K +1,286 +10%
HFM
415
Harvest Fund Management
China
$1.77M +$762K +5,956 +76%
AG
416
AIA Group
Hong Kong
$1.77M +$76.8K +600 +5%
ACM
417
Advance Capital Management
Michigan
$1.75M
AFA
418
American Financial Advisors
Georgia
$1.73M -$8.07K -63 -0.5%
IMRF
419
Illinois Municipal Retirement Fund
Illinois
$1.72M
BFP
420
Beacon Financial Planning
Massachusetts
$1.72M +$1.42M +11,101 +478%
CIS
421
Capital International Sarl
California
$1.71M +$370K +2,893 +28%
Balyasny Asset Management
422
Balyasny Asset Management
Illinois
$1.7M -$12.8M -99,817 -88%
USAA
423
United Services Automobile Association
Texas
$1.69M -$86.3K -674 -5%
WB
424
WesBanco Bank
West Virginia
$1.68M -$10.8K -84 -0.6%
SPIA
425
Steward Partners Investment Advisory
New York
$1.68M +$197K +1,542 +13%