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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 %
IWC
426
Integrated Wealth Concepts
Massachusetts
$690K -$131K -1,595 -16%
GFA
427
Gallagher Fiduciary Advisors
Illinois
$689K -$27.1K -331 -4%
CA
428
Commerzbank Aktiengesellschaft
Germany
$680K -$975K -11,893 -59%
LCM
429
Landscape Capital Management
New Jersey
$675K +$675K +8,235 New
LNC
430
Lincoln National Corp
Pennsylvania
$672K +$64.6K +788 +11%
LNWWM
431
Laird Norton Wetherby Wealth Management
California
$667K +$2.79K +34 +0.4%
GRP
432
Global Retirement Partners
California
$660K +$14.5K +178 +2%
CCM
433
Coldstream Capital Management
Washington
$659K -$38.7K -473 -6%
S
434
SignatureFD
Georgia
$653K +$69.1K +844 +12%
SFS
435
Stiles Financial Services
Minnesota
$648K +$11.1K +135 +2%
FCM
436
FJ Capital Management
Virginia
$642K +$642K +7,840 New
RIA
437
Richwood Investment Advisors
Ohio
$641K -$7.78K -95 -1%
ISL
438
Ingalls & Snyder LLC
New York
$641K -$43K -525 -6%
NW
439
NewEdge Wealth
Pennsylvania
$640K -$8.11K -99 -1%
HNB
440
Huntington National Bank
Ohio
$633K +$4.42K +54 +0.7%
LFAS
441
Level Four Advisory Services
Texas
$626K -$74.9K -914 -11%
PA
442
Profund Advisors
Maryland
$625K +$9.83K +120 +2%
QCG
443
Quadrant Capital Group
Ohio
$622K +$59K +720 +10%
GT
444
Greenleaf Trust
Michigan
$621K +$15K +183 +2%
MMG
445
Monetary Management Group
Missouri
$621K
CBTWT
446
Community Bank & Trust (Waco, Texas)
Texas
$620K +$61.7K +959 +11%
GS
447
GTS Securities
New York
$615K +$331K +4,039 +117%
FMAEN1
448
Fund Management at Engine No 1
California
$608K +$77.8K +950 +15%
SFG
449
Summit Financial Group
West Virginia
$594K -$8.27K -101 -1%
SPA
450
Sherbrooke Park Advisers
New York
$592K -$143K -1,747 -19%