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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 %
AI
501
Axecap Investments
Ohio
$976K +$976K +7,622 New
PWMG
502
Prestige Wealth Management Group
New Jersey
$975K +$964K +7,529 +8,366%
SFS
503
Stiles Financial Services
Minnesota
$972K +$2.82K +22 +0.3%
AAS
504
Ameritas Advisory Services
Nebraska
$954K +$131K +1,023 +16%
Bessemer Group
505
Bessemer Group
New Jersey
$933K +$394K +3,079 +73%
AAIS
506
ABN AMRO Investment Solutions
$932K +$174K +1,362 +23%
BFM
507
Boothbay Fund Management
New York
$927K +$84.2K +658 +10%
MOS
508
MGO One Seven
Ohio
$926K -$3.46K -27 -0.4%
WAM
509
Wolverine Asset Management
Illinois
$919K +$919K +7,176 New
EGM
510
Engineers Gate Manager
New York
$899K +$899K +7,019 New
FMII
511
Farmers & Merchants Investments Inc
Nebraska
$893K -$2.18K -17 -0.2%
JCIA
512
Jackson Creek Investment Advisors
Colorado
$884K -$18.8K -147 -2%
MM
513
MQS Management
New York
$875K +$410K +3,200 +88%
GWM
514
Geneos Wealth Management
Colorado
$874K -$16.4K -128 -2%
RIA
515
Richwood Investment Advisors
Ohio
$873K -$3.2K -25 -0.4%
LFAS
516
Level Four Advisory Services
Texas
$871K -$540 -4 -0.1%
BB
517
Busey Bank
Illinois
$865K -$176K -1,374 -17%
GT
518
Glenmede Trust
Pennsylvania
$858K +$69.5K +543 +9%
A
519
Allianz
Germany
$850K +$47.4K +370 +6%
MMG
520
Monetary Management Group
Missouri
$845K -$80K -625 -9%
GSWM
521
Greenup Street Wealth Management
Michigan
$845K +$3.33K +26 +0.4%
GAM
522
Groupama Asset Management
France
$838K -$836K -8,134 -50%
VAS
523
Vestmark Advisory Solutions
Massachusetts
$838K -$768 -6 -0.1%
IWM
524
IHT Wealth Management
Illinois
$838K +$184K +1,442 +28%
P
525
Pitcairn
Pennsylvania
$834K +$472K +3,689 +131%