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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 %
NFG
526
Nations Financial Group
Iowa
$465K +$49.5K +549 +12%
HAG
527
HF Advisory Group
Maryland
$464K -$47.9K -531 -9%
LCM
528
Landscape Capital Management
New Jersey
$461K -$282K -3,122 -38%
IWM
529
IHT Wealth Management
Illinois
$460K +$9.29K +103 +2%
HNB
530
Huntington National Bank
Ohio
$457K -$240K -2,667 -34%
BIA
531
Benchmark Investment Advisors
Illinois
$456K
GLA
532
Good Life Advisors
Pennsylvania
$455K +$5.41K +60 +1%
SWP
533
Stratos Wealth Partners
Ohio
$453K -$65.7K -728 -13%
WPC
534
Wedmont Private Capital
Pennsylvania
$452K +$62.8K +699 +16%
LWM
535
LongView Wealth Management
Georgia
$449K +$449K +5,012 New
IAG
536
Investment Advisory Group
Massachusetts
$447K
VCM
537
Verde Capital Management
Michigan
$446K +$446K +4,947 New
DA
538
Drake & Associates
Wisconsin
$446K +$446K +4,946 New
II
539
Inspire Investing
Idaho
$442K +$41.8K +464 +10%
TYCC
540
Texas Yale Capital Corp
Florida
$441K +$361 +4 +0.1%
BP
541
Ballentine Partners
Massachusetts
$441K +$82.1K +910 +23%
MCM
542
Monument Capital Management
Virginia
$439K -$23.8K -264 -5%
TBA
543
Tower Bridge Advisors
Pennsylvania
$437K
IAN
544
Integrated Advisors Network
Texas
$437K -$16.9K -187 -4%
ABC
545
Associated Banc-Corp
Wisconsin
$424K -$10.4K -115 -2%
HCM
546
HGI Capital Management
New York
$420K +$420K +4,655 New
PCP
547
Proficio Capital Partners
Massachusetts
$418K -$28.5K -316 -6%
PMA
548
Prudent Man Advisors
Illinois
$415K -$4.33K -48 -1%
CCG
549
Cypress Capital Group
Florida
$414K +$38.3K +425 +10%
EI
550
Ellevest Inc
New York
$413K +$413K +4,582 New