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Welltower

807 hedge funds and large institutions have $39.9B invested in Welltower in 2023 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 299 increasing their positions, 256 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
807
Holders Change
+36
Holders Change %
+4.67%
% of All Funds
12.73%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.28%
New
78
Increased
299
Reduced
256
Closed
38
Calls
$134M
Puts
$41.8M
Net Calls
+$92.1M
Net Calls Change
+$56.1M
Name Holding Trade Value Shares
Change
Shares
Change %
FAT
501
First American Trust
California
$334K
SFI
502
Siemens Fonds Invest
Germany
$333K +$8.85K +110 +3%
MOS
503
MGO One Seven
Ohio
$327K -$86.6K -1,070 -21%
WPC
504
Wedmont Private Capital
Pennsylvania
$323K +$49.8K +623 +18%
DWT
505
Dorsey & Whitney Trust
South Dakota
$321K +$68.9K +852 +27%
PRC
506
Pearl River Capital
Michigan
$320K -$508K -6,285 -61%
MC
507
Moors & Cabot
Massachusetts
$320K -$2.02K -25 -0.6%
FLPIM
508
F.L. Putnam Investment Management
Massachusetts
$319K -$1.54K -19 -0.5%
GT
509
Glenmede Trust
Pennsylvania
$319K
DP
510
Dearborn Partners
Illinois
$319K +$6.23K +77 +2%
TNA
511
True North Advisors
Texas
$317K +$317K +3,925 New
PCIA
512
Prime Capital Investment Advisors
Kansas
$317K +$10.9K +135 +4%
HWM
513
HB Wealth Management
Georgia
$316K +$59.6K +737 +23%
SWA
514
SFMG Wealth Advisors
Texas
$316K
CFCI
515
Comprehensive Financial Consultants Institutional
Indiana
$315K
WPP
516
Whalerock Point Partners
Rhode Island
$315K +$4.77K +59 +2%
CHA
517
Carmichael Hill & Associates
Maryland
$314K -$20.5K -254 -6%
AA
518
AlphaMark Advisors
Kentucky
$314K -$28.3K -350 -8%
DGAM
519
Desjardins Global Asset Management
Quebec, Canada
$313K -$223K -2,752 -42%
BP
520
Ballentine Partners
Massachusetts
$313K +$40.8K +504 +15%
VWA
521
Visionary Wealth Advisors
Illinois
$311K -$17.8K -220 -5%
WDA
522
Wendell David Associates
New Hampshire
$311K
ASN
523
Advisory Services Network
Georgia
$307K -$7.36K -91 -2%
DT
524
Diversified Trust
Tennessee
$299K +$8.25K +102 +3%
CCG
525
Cypress Capital Group
Florida
$298K