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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 %
CA
501
Commerzbank Aktiengesellschaft
Germany
$526K -$222K -2,461 -30%
Bank Julius Baer & Co
502
Bank Julius Baer & Co
Switzerland
$523K +$422K +4,684 +420%
SFI
503
Siemens Fonds Invest
Germany
$523K +$149K +1,656 +40%
JIC
504
Johnson Investment Counsel
Ohio
$521K -$34.7K -385 -6%
VFA
505
Values First Advisors
Tennessee
$519K -$254K -2,820 -33%
HI
506
Hendershot Investments
Virginia
$518K
DT
507
Diversified Trust
Tennessee
$515K +$174K +1,933 +51%
CI
508
Cigna Investments
Connecticut
$513K +$34.4K +381 +7%
Jones Financial Companies
509
Jones Financial Companies
Missouri
$510K +$8.3K +92 +2%
NP
510
NorthRock Partners
Minnesota
$508K +$508K +5,634 New
HWM
511
HB Wealth Management
Georgia
$507K +$52K +577 +11%
QI
512
Qtron Investments
Massachusetts
$501K +$501K +5,559 New
DWM
513
Dakota Wealth Management
Florida
$501K +$501K +5,558 New
CG
514
Caprock Group
Idaho
$500K +$500K +5,548 New
DC
515
Davenport & Co
Virginia
$499K +$65.3K +724 +15%
LK
516
Lumbard & Kellner
New Hampshire
$496K
GT
517
Glenmede Trust
Pennsylvania
$494K +$28K +310 +6%
MFIM
518
Mesirow Financial Investment Management
Illinois
$493K +$493K +5,472 New
EF
519
Empowered Funds
Pennsylvania
$493K +$108K +1,202 +28%
CW
520
CreativeOne Wealth
Kansas
$486K +$223K +2,473 +85%
FCI
521
Financial Counselors Inc
Kansas
$478K -$463K -5,130 -49%
BEI
522
Benjamin Edwards Inc
Missouri
$477K -$47.6K -528 -9%
AWAG
523
ARS Wealth Advisors Group
Florida
$469K +$52.8K +586 +13%
SBF
524
Sara-Bay Financial
Florida
$466K
SW
525
SVB Wealth
Massachusetts
$466K +$129K +1,431 +38%