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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 %
AWAG
501
ARS Wealth Advisors Group
Florida
$378K -$6.14K -75 -2%
NFG
502
Nations Financial Group
Iowa
$377K +$82 +1 +0%
DWT
503
Dorsey & Whitney Trust
South Dakota
$373K +$47.8K +584 +15%
MOS
504
MGO One Seven
Ohio
$368K +$37.1K +453 +11%
NIM
505
NEOS Investment Management
Connecticut
$368K +$368K +4,492 New
OWP
506
Obermeyer Wealth Partners
Colorado
$365K +$246 +3 +0.1%
SEP
507
Southland Equity Partners
Missouri
$365K +$2.54K +31 +0.7%
II
508
Inspire Investing
Idaho
$363K +$363K +4,433 New
KPWS
509
Kestra Private Wealth Services
Texas
$361K +$361K +4,409 New
JIC
510
Joel Isaacson & Co
New York
$360K
AC
511
AlphaCore Capital
California
$359K -$6.14K -75 -2%
WPC
512
Wedmont Private Capital
Pennsylvania
$356K +$23.8K +290 +7%
AC
513
Abbrea Capital
California
$351K
EF
514
Empowered Funds
Pennsylvania
$349K +$63.9K +780 +22%
CI
515
Cambiar Investors
Colorado
$347K -$8.11K -99 -2%
IAS
516
Investment Advisory Services
Texas
$344K -$8.19K -100 -2%
DTL
517
Dynamic Technology Lab
Singapore
$342K +$342K +4,178 New
CCG
518
Cypress Capital Group
Florida
$342K +$39.6K +484 +13%
FMLI
519
Fukoku Mutual Life Insurance
Japan
$341K
SFI
520
Siemens Fonds Invest
Germany
$339K
FAT
521
First American Trust
California
$339K +$819 +10 +0.2%
UB
522
UMB Bank
Missouri
$338K -$69.5K -848 -17%
AWM
523
Apollon Wealth Management
South Carolina
$335K +$335K +4,090 New
LC
524
LCNB Corp
Ohio
$330K -$74.7K -912 -18%
BP
525
Ballentine Partners
Massachusetts
$326K +$9.5K +116 +3%