WELL icon

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 %
DW
476
Dodds Wealth
Colorado
$679K +$679K +7,529 New
SC
477
Savant Capital
Illinois
$653K +$324K +3,591 +98%
RIA
478
Richwood Investment Advisors
Ohio
$651K -$55K -610 -8%
AWA
479
Arkadios Wealth Advisors
Georgia
$638K -$285K -3,163 -31%
VAS
480
Vestmark Advisory Solutions
Massachusetts
$636K +$90.5K +1,004 +17%
FMII
481
Farmers & Merchants Investments Inc
Nebraska
$630K +$451 +5 +0.1%
SFG
482
Summit Financial Group
West Virginia
$628K -$25.9K -287 -4%
PSF
483
Pacific Sun Financial
California
$621K -$7.21K -80 -1%
SI
484
Stephens Inc
Arkansas
$617K +$34.9K +387 +6%
FC
485
Fulcrum Capital
Washington
$602K -$235K -2,609 -28%
MAS
486
Madden Advisory Services
Florida
$597K -$40.2K -446 -6%
GSWM
487
Greenup Street Wealth Management
Michigan
$592K
ISL
488
Ingalls & Snyder LLC
New York
$584K -$122K -1,350 -17%
PIA
489
Panoramic Investment Advisors
Colorado
$561K -$9.02K -100 -2%
WAM
490
Weiss Asset Management
Massachusetts
$557K +$557K +6,179 New
AIP
491
Ameritas Investment Partners
Nebraska
$557K +$19.9K +221 +4%
DCM
492
Dudley Capital Management
Virginia
$555K
PCIA
493
Prime Capital Investment Advisors
Kansas
$552K +$213K +2,360 +63%
RPCONE
494
Retirement Planning Company of New England
Rhode Island
$550K +$23K +255 +4%
KWA
495
Kingswood Wealth Advisors
California
$550K -$63K -699 -10%
AAM
496
Azzad Asset Management
Virginia
$543K +$543K +6,027 New
Lazard Asset Management
497
Lazard Asset Management
New York
$534K +$373K +4,139 +231%
B
498
Bailard
California
$534K +$94.1K +1,044 +21%
CFGS
499
Concourse Financial Group Securities
Alabama
$531K +$218K +2,413 +69%
ETC
500
Exchange Traded Concepts
Oklahoma
$527K -$62.7K -695 -11%