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Welltower

953 hedge funds and large institutions have $52.6B invested in Welltower in 2024 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 391 increasing their positions, 314 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
953
Holders Change
+27
Holders Change %
+2.92%
% of All Funds
13.82%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.29%
New
94
Increased
391
Reduced
314
Closed
59
Calls
$151M
Puts
$80.2M
Net Calls
+$70.5M
Net Calls Change
-$19.6M
Name Holding Trade Value Shares
Change
Shares
Change %
IEFM
526
IQ EQ Fund Management
Ireland
$542K +$542K +5,804 New
Alyeska Investment Group
527
Alyeska Investment Group
Illinois
$541K -$4.71M -50,415 -90%
NP
528
NorthRock Partners
Minnesota
$538K +$11.9K +127 +2%
Walleye Capital
529
Walleye Capital
New York
$537K -$9.57M -102,456 -95%
HI
530
Hendershot Investments
Virginia
$537K
B
531
Bailard
California
$533K -$20.7K -221 -4%
CM
532
Capula Management
Cayman Islands
$526K +$526K +5,627 New
RPCONE
533
Retirement Planning Company of New England
Rhode Island
$524K -$45.4K -486 -8%
HNB
534
Huntington National Bank
Ohio
$523K +$50.3K +538 +11%
ETC
535
Exchange Traded Concepts
Oklahoma
$522K -$24.3K -260 -4%
HFM
536
Harvest Fund Management
China
$522K +$329K +3,522 +170%
QI
537
Qtron Investments
Massachusetts
$519K
LK
538
Lumbard & Kellner
New Hampshire
$514K
HAG
539
HF Advisory Group
Maryland
$513K +$31.8K +340 +7%
MM
540
MQS Management
New York
$509K +$168K +1,803 +49%
ACM
541
Alethea Capital Management
Washington
$495K +$495K +5,296 New
CG
542
Caprock Group
Idaho
$493K -$25.4K -272 -5%
SBF
543
Sara-Bay Financial
Florida
$492K +$16.8K +183 +4%
BEI
544
Benjamin Edwards Inc
Missouri
$490K -$4.58K -49 -0.9%
NFG
545
Nations Financial Group
Iowa
$481K -$935 -10 -0.2%
LWM
546
LongView Wealth Management
Georgia
$478K +$9.72K +104 +2%
RGF
547
Retirement Guys Formula
Ohio
$475K +$475K +5,087 New
WPC
548
Wedmont Private Capital
Pennsylvania
$474K +$11.3K +123 +2%
BIA
549
Benchmark Investment Advisors
Illinois
$473K
GLA
550
Good Life Advisors
Pennsylvania
$473K +$934 +10 +0.2%