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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 %
CFCI
526
Comprehensive Financial Consultants Institutional
Indiana
$325K
OCM
527
Orion Capital Management
California
$321K -$50K -610 -13%
SIA
528
Schechter Investment Advisors
Michigan
$319K +$22.9K +279 +8%
WPP
529
Whalerock Point Partners
Rhode Island
$319K
CHA
530
Carmichael Hill & Associates
Maryland
$318K
DP
531
Dearborn Partners
Illinois
$318K -$5.08K -62 -2%
WDA
532
Wendell David Associates
New Hampshire
$315K
CGL
533
Clarius Group LLC
Washington
$312K -$90.1K -1,100 -22%
MC
534
Moors & Cabot
Massachusetts
$311K -$12.3K -150 -4%
DT
535
Diversified Trust
Tennessee
$310K +$7.05K +86 +2%
SPC
536
Sigma Planning Corp
Michigan
$310K +$20.4K +249 +7%
PCIA
537
Prime Capital Investment Advisors
Kansas
$308K -$12.5K -152 -4%
SW
538
SVB Wealth
Massachusetts
$306K +$4.01K +49 +1%
EAM
539
Evanson Asset Management
California
$305K +$305K +3,728 New
FLPIM
540
F.L. Putnam Investment Management
Massachusetts
$303K -$19.7K -241 -6%
MW
541
Marcum Wealth
Ohio
$301K +$77.7K +949 +35%
SC
542
Savant Capital
Illinois
$299K -$2.7K -33 -0.9%
LWAM
543
Legacy Wealth Asset Management
Minnesota
$294K +$2.05K +25 +0.7%
HKIMG
544
Hutchens & Kramer Investment Management Group
Indiana
$292K +$3.51K +43 +1%
SYBT
545
Stock Yards Bank & Trust
Kentucky
$291K +$291K +3,553 New
EFG
546
Everhart Financial Group
Ohio
$291K +$24.9K +304 +9%
ASN
547
Advisory Services Network
Georgia
$290K -$21K -256 -7%
MFG
548
Merit Financial Group
Georgia
$288K +$62.9K +768 +28%
MFWP
549
Mosaic Family Wealth Partners
Missouri
$287K
CFGS
550
Concourse Financial Group Securities
Alabama
$285K -$5.24K -64 -2%