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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 %
GFA
476
Gallagher Fiduciary Advisors
Illinois
$1.14M -$54.8K -428 -5%
GS
477
GTS Securities
New York
$1.14M +$1.14M +8,900 New
SCM
478
Schnieders Capital Management
California
$1.13M +$50.4K +394 +5%
PAM
479
Panagora Asset Management
Massachusetts
$1.12M -$512 -4 -0%
Wolverine Trading
480
Wolverine Trading
Illinois
$1.12M -$1.28M -10,092 -53%
PCM
481
Penserra Capital Management
California
$1.12M -$15.3K -120 -1%
TL
482
Tradewinds LLC
North Carolina
$1.11M -$31.9K -249 -3%
HWM
483
HB Wealth Management
Georgia
$1.1M +$183K +1,429 +20%
AACA
484
American Assets Capital Advisers
California
$1.1M -$146K -1,141 -12%
Arrowstreet Capital
485
Arrowstreet Capital
Massachusetts
$1.1M -$232K -1,810 -17%
MFIM
486
Mesirow Financial Investment Management
Illinois
$1.1M +$550K +4,297 +100%
CG
487
Caprock Group
Idaho
$1.09M +$305K +2,385 +39%
BCM
488
Brookstone Capital Management
Illinois
$1.09M -$11.1K -87 -1%
PFS
489
Prospera Financial Services
Texas
$1.08M +$59.3K +463 +6%
WC
490
Waterloo Capital
Texas
$1.07M +$1.07M +8,368 New
CBTWT
491
Community Bank & Trust (Waco, Texas)
Texas
$1.06M -$8.19K -64 -0.8%
AA
492
Ancora Advisors
Ohio
$1.04M -$133K -1,037 -11%
QCG
493
Quadrant Capital Group
Ohio
$1.03M -$12.5K -98 -1%
VEA
494
Virtus ETF Advisers
New York
$1.03M +$1.03M +8,065 New
AUB
495
Atlantic Union Bankshares
Virginia
$1.02M
HI
496
Horizon Investments
North Carolina
$1M -$98.7K -775 -9%
LNWWM
497
Laird Norton Wetherby Wealth Management
California
$1M -$37.1K -290 -4%
SFA
498
Sequoia Financial Advisors
Ohio
$1M +$42.4K +331 +4%
CIC
499
Carnegie Investment Counsel
Ohio
$1,000K -$17.9K -140 -2%
SFI
500
Siemens Fonds Invest
Germany
$979K +$140K +1,094 +17%