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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 %
WPC
526
Wedmont Private Capital
Pennsylvania
$831K -$22.9K -184 -3%
AWA
527
Arkadios Wealth Advisors
Georgia
$830K -$73.9K -577 -8%
DC
528
Davenport & Co
Virginia
$828K +$2.05K +16 +0.2%
BHBT
529
Burke & Herbert Bank & Trust
Virginia
$820K -$7.3K -57 -0.9%
FC
530
Fulcrum Capital
Washington
$815K -$92.2K -720 -10%
FF
531
Friedenthal Financial
New Jersey
$811K +$750K +5,861 +1,231%
MAS
532
Madden Advisory Services
Florida
$803K -$30.2K -236 -4%
NEI
533
Northwest & Ethical Investments
Ontario, Canada
$802K +$802K +6,266 New
ISL
534
Ingalls & Snyder LLC
New York
$800K -$10.2K -80 -1%
CI
535
Cigna Investments
Connecticut
$792K +$7.68K +60 +1%
DW
536
Dodds Wealth
Colorado
$791K
SC
537
Savant Capital
Illinois
$787K -$272K -2,121 -26%
PSF
538
Pacific Sun Financial
California
$786K -$76.8K -600 -9%
DCM
539
Dudley Capital Management
Virginia
$778K
B
540
Bailard
California
$774K +$52.2K +408 +7%
VFA
541
Values First Advisors
Tennessee
$768K -$2.94K -23 -0.4%
IWC
542
Integrated Wealth Concepts
Massachusetts
$763K -$82.7K -646 -10%
EFG
543
Everhart Financial Group
Ohio
$758K +$89.9K +702 +13%
AIP
544
Ameritas Investment Partners
Nebraska
$750K -$55.2K -431 -7%
JIC
545
Johnson Investment Counsel
Ohio
$750K -$24.2K -189 -3%
NP
546
NorthRock Partners
Minnesota
$748K +$17.4K +136 +2%
CFGS
547
Concourse Financial Group Securities
Alabama
$747K -$10.6K -83 -1%
SWP
548
Stratos Wealth Partners
Ohio
$740K -$1.98M -15,425 -73%
APG Asset Management
549
APG Asset Management
Netherlands
$733K -$7.18M -62,630 -91%
AssetMark Inc
550
AssetMark Inc
California
$730K +$452K +3,533 +163%