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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 %
AUB
451
Atlantic Union Bankshares
Virginia
$766K -$13.5K -150 -2%
CBTWT
452
Community Bank & Trust (Waco, Texas)
Texas
$763K -$106K -1,176 -12%
LFAS
453
Level Four Advisory Services
Texas
$756K +$66.5K +737 +10%
SC
454
Syon Capital
California
$755K +$448K +4,970 +146%
FC
455
FORA Capital
Florida
$753K +$753K +8,352 New
PFS
456
Prospera Financial Services
Texas
$751K +$242K +2,685 +48%
CIC
457
Carnegie Investment Counsel
Ohio
$736K -$29.7K -329 -4%
FRM
458
Fox Run Management
Connecticut
$730K +$730K +8,097 New
GT
459
Greenleaf Trust
Michigan
$725K +$41.2K +457 +6%
LNC
460
Lincoln National Corp
Pennsylvania
$722K -$17.3K -192 -2%
JF
461
Jump Financial
Illinois
$721K +$409K +4,540 +131%
MAS
462
Meeder Advisory Services
Ohio
$718K +$74.8K +829 +12%
CCM
463
Coldstream Capital Management
Washington
$717K -$9.11K -101 -1%
QCG
464
Quadrant Capital Group
Ohio
$717K +$31.6K +350 +5%
GRP
465
Global Retirement Partners
California
$716K -$21.6K -237 -3%
IWC
466
Integrated Wealth Concepts
Massachusetts
$716K -$44.4K -492 -6%
SFS
467
Stiles Financial Services
Minnesota
$712K -$1.26K -14 -0.2%
GFA
468
Gallagher Fiduciary Advisors
Illinois
$711K -$47.5K -527 -6%
NIM
469
NEOS Investment Management
Connecticut
$707K +$302K +3,350 +75%
GCM
470
Graham Capital Management
Connecticut
$703K +$703K +7,797 New
HI
471
Horizon Investments
North Carolina
$697K +$50.4K +559 +8%
CIA
472
Concurrent Investment Advisors
Florida
$693K +$693K +7,681 New
MOS
473
MGO One Seven
Ohio
$692K +$287K +3,180 +71%
MMG
474
Monetary Management Group
Missouri
$683K
GIM
475
Gold Investment Management
Alberta, Canada
$681K +$681K +7,555 New