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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 %
GWM
451
Gray Wealth Management
Maine
$1.4M +$2.69K +21 +0.2%
WG
452
Welch Group
Alabama
$1.37M
SCA
453
Snowden Capital Advisors
New York
$1.37M -$95.8K -748 -7%
SI
454
Stephens Inc
Arkansas
$1.36M +$494K +3,857 +57%
PAM
455
Paradigm Asset Management
New York
$1.35M
NRI
456
NFP Retirement Inc
California
$1.33M -$22.5K -176 -2%
PI
457
PFG Investments
New York
$1.32M +$768 +6 +0.1%
CCM
458
Coldstream Capital Management
Washington
$1.32M +$124K +962 +10%
EF
459
Empowered Funds
Pennsylvania
$1.29M +$89.1K +696 +7%
TW
460
TrinityPoint Wealth
Connecticut
$1.29M +$924K +7,215 +253%
AAIM
461
American Assets Investment Management
California
$1.28M
SCTC
462
Sanibel Captiva Trust Company
Florida
$1.26M -$45.2K -353 -3%
S
463
SignatureFD
Georgia
$1.25M +$63.6K +497 +5%
AAM
464
Azzad Asset Management
Virginia
$1.25M +$48.4K +378 +4%
CW
465
CreativeOne Wealth
Kansas
$1.25M +$72.1K +563 +6%
FRA
466
Frank Rimerman Advisors
California
$1.23M +$10.5K +82 +0.9%
JWM
467
Jeppson Wealth Management
California
$1.23M -$5.76K -45 -0.5%
NA
468
NewEdge Advisors
Louisiana
$1.2M -$29.7K -232 -2%
GCM
469
Greenland Capital Management
New York
$1.2M -$1.41M -11,000 -54%
DWM
470
Dakota Wealth Management
Florida
$1.2M +$177K +1,381 +17%
GI
471
GAMMA Investing
California
$1.16M +$282K +2,201 +32%
GT
472
Greenleaf Trust
Michigan
$1.16M +$8.45K +66 +0.7%
TWM
473
Trueblood Wealth Management
Ohio
$1.16M +$128 +1 +0%
CCA
474
Checchi Capital Advisers
California
$1.16M -$35.3K -276 -3%
UFF
475
USA Financial Formulas
Michigan
$1.14M -$258K -2,013 -18%