WELL icon

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 %
PFS
476
Prospera Financial Services
Texas
$463K +$96.6K +1,178 +26%
SGI
477
Summit Global Investments
Utah
$458K -$1.23K -15 -0.3%
Jones Financial Companies
478
Jones Financial Companies
Missouri
$456K +$20.2K +247 +5%
LK
479
Lumbard & Kellner
New Hampshire
$450K
CI
480
Cigna Investments
Connecticut
$435K -$56.5K -690 -12%
Qube Research & Technologies (QRT)
481
Qube Research & Technologies (QRT)
United Kingdom
$426K +$426K +5,206 New
GT
482
Glenmede Trust
Pennsylvania
$424K +$59.6K +727 +16%
SBF
483
Sara-Bay Financial
Florida
$423K -$16.6K -203 -4%
MCM
484
Monument Capital Management
Virginia
$421K +$421K +5,136 New
BIA
485
Benchmark Investment Advisors
Illinois
$415K
HWM
486
HB Wealth Management
Georgia
$413K +$93.5K +1,141 +29%
IAN
487
Integrated Advisors Network
Texas
$412K -$5.74K -70 -1%
IWM
488
IHT Wealth Management
Illinois
$409K +$15.4K +188 +4%
GLA
489
Good Life Advisors
Pennsylvania
$409K -$2.54K -31 -0.6%
IAG
490
Investment Advisory Group
Massachusetts
$406K
PCP
491
Proficio Capital Partners
Massachusetts
$405K +$11.3K +138 +3%
SAM
492
Sompo Asset Management
Japan
$405K -$968K -11,820 -71%
GT
493
Glenview Trust
Kentucky
$401K -$52.9K -646 -12%
TYCC
494
Texas Yale Capital Corp
Florida
$401K +$10.6K +130 +3%
B
495
Bailard
California
$399K +$399K +4,876 New
TBA
496
Tower Bridge Advisors
Pennsylvania
$397K
ABC
497
Associated Banc-Corp
Wisconsin
$395K
DC
498
Davenport & Co
Virginia
$394K +$5.16K +63 +1%
PMA
499
Prudent Man Advisors
Illinois
$381K
PWW
500
Pettyjohn Wood & White
Virginia
$379K -$7.62K -93 -2%