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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 %
Verition Fund Management
426
Verition Fund Management
Connecticut
$903K -$24.7M -273,480 -96%
AAIM
427
American Assets Investment Management
California
$902K
AWM
428
AE Wealth Management
Kansas
$896K +$101K +1,154 +13%
HI
429
Handelsinvest Investeringsforvaltning
Denmark
$895K +$895K +9,931 New
PA
430
Profund Advisors
Maryland
$889K +$201K +2,228 +29%
PAM
431
Panagora Asset Management
Massachusetts
$882K -$12.3K -136 -1%
BB
432
Busey Bank
Illinois
$880K -$65.9K -731 -7%
AAS
433
Avantax Advisory Services
Texas
$879K -$31.7K -352 -3%
SFA
434
Sequoia Financial Advisors
Ohio
$874K +$299K +3,317 +52%
JWM
435
Jeppson Wealth Management
California
$870K -$1.89K -21 -0.2%
Lido Advisors
436
Lido Advisors
California
$839K -$117K -1,294 -12%
GI
437
GAMCO Investors
Connecticut
$834K
Federated Hermes
438
Federated Hermes
Pennsylvania
$834K -$41.4K -459 -5%
NW
439
NewEdge Wealth
Pennsylvania
$828K +$124K +1,375 +18%
WHG
440
Westwood Holdings Group
Texas
$812K
IIM
441
INTECH Investment Management
Florida
$811K
TWM
442
Trueblood Wealth Management
Ohio
$807K +$807K +8,952 New
OIAM
443
OFI Invest Asset Management
France
$789K -$399K -4,886 -34%
HAG
444
HighPoint Advisor Group
Illinois
$782K +$782K +8,571 New
CCA
445
Checchi Capital Advisers
California
$777K +$8.57K +95 +1%
LNWWM
446
Laird Norton Wetherby Wealth Management
California
$776K +$41.4K +459 +6%
1832 Asset Management
447
1832 Asset Management
Ontario, Canada
$775K +$234K +2,600 +43%
SCM
448
Schnieders Capital Management
California
$775K -$2.25K -25 -0.3%
PI
449
PFG Investments
New York
$774K +$2.44K +27 +0.3%
S
450
SignatureFD
Georgia
$769K +$50.8K +563 +7%