WELL icon

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 %
EIP
426
Easterly Investment Partners
Massachusetts
$1.67M +$1.67M +13,012 New
P
427
&Partners
Tennessee
$1.66M +$955K +7,477 +136%
ACMA
428
Arbor Capital Management (Alaska)
Alaska
$1.65M -$270K -2,115 -14%
ONSWM
429
Old North State Wealth Management
North Carolina
$1.65M +$10K +78 +0.6%
LOAMS
430
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.64M +$146K +1,138 +10%
BFG
431
Bleakley Financial Group
New Jersey
$1.64M +$78.2K +611 +5%
MAS
432
Meeder Advisory Services
Ohio
$1.58M -$18.3K -143 -1%
FDCDDQ
433
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.56M +$429K +3,350 +38%
GBA
434
Garrison Bradford & Associates
New York
$1.56M -$27.3K -213 -2%
CFM
435
Catalyst Funds Management
Australia
$1.54M +$1.54M +12,000 New
HAG
436
HighPoint Advisor Group
Illinois
$1.54M -$296K -2,310 -16%
OIA
437
OneDigital Investment Advisors
Kansas
$1.52M +$26.2K +205 +2%
CPIA
438
Cornell Pochily Investment Advisors
New York
$1.5M -$15.4K -120 -1%
Connor, Clark & Lunn Investment Management (CC&L)
439
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.5M +$1.5M +11,693 New
IEFM
440
IQ EQ Fund Management
Ireland
$1.49M -$590K -4,606 -28%
WA
441
Waverly Advisors
Alabama
$1.49M -$40.1K -313 -3%
PMG
442
ProVise Management Group
Florida
$1.48M -$14.1K -110 -0.9%
LFM
443
LGT Fund Management
Liechtenstein
$1.47M -$36.1K -284 -2%
BS
444
Banco Santander
Spain
$1.44M -$25.6K -200 -2%
Verition Fund Management
445
Verition Fund Management
Connecticut
$1.44M -$1.29M -10,040 -47%
PAS
446
Park Avenue Securities
New York
$1.44M -$4.99K -39 -0.3%
DA
447
Denali Advisors
California
$1.43M +$1.43M +11,148 New
Baird Financial Group
448
Baird Financial Group
Wisconsin
$1.42M +$238K +1,856 +20%
IAA
449
Independent Advisor Alliance
North Carolina
$1.41M +$1.41K +11 +0.1%
Lido Advisors
450
Lido Advisors
California
$1.41M +$89.4K +698 +7%