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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 %
GT
551
Glenview Trust
Kentucky
$409K -$32.5K -360 -7%
GBWM
552
Granite Bay Wealth Management
New Hampshire
$406K -$1.24M -14,420 -75%
LWAM
553
Legacy Wealth Asset Management
Minnesota
$405K +$82.1K +910 +25%
QIM
554
Quantitative Investment Management
Virginia
$403K +$403K +4,474 New
OWP
555
Obermeyer Wealth Partners
Colorado
$402K
Acadian Asset Management
556
Acadian Asset Management
Massachusetts
$401K +$401K +4,469 New
JIC
557
Joel Isaacson & Co
New York
$396K
AC
558
AlphaCore Capital
California
$395K
SEP
559
Southland Equity Partners
Missouri
$395K -$6.58K -73 -2%
MNBTD
560
Moody National Bank Trust Division
Texas
$389K -$444K -4,926 -53%
LF
561
LifePlan Financial
Minnesota
$388K +$388K +4,302 New
AWM
562
Apollon Wealth Management
South Carolina
$387K +$17.8K +197 +5%
AC
563
Abbrea Capital
California
$386K
OAM
564
Ostrum Asset Management
France
$385K -$2.11M -23,451 -85%
SIA
565
Schechter Investment Advisors
Michigan
$382K +$30.6K +339 +9%
FAT
566
First American Trust
California
$380K +$6.76K +75 +2%
PWW
567
Pettyjohn Wood & White
Virginia
$379K -$38.3K -425 -9%
FMLI
568
Fukoku Mutual Life Insurance
Japan
$375K
IAS
569
Investment Advisory Services
Texas
$375K -$4.06K -45 -1%
EFG
570
Everhart Financial Group
Ohio
$374K +$54K +599 +17%
Koshinski Asset Management
571
Koshinski Asset Management
Illinois
$370K +$131K +1,458 +55%
DWT
572
Dorsey & Whitney Trust
South Dakota
$368K -$42.9K -476 -10%
FPAS
573
Focus Partners Advisor Solutions
Missouri
$368K +$368K +4,077 New
SGI
574
Summit Global Investments
Utah
$367K -$137K -1,523 -27%
BCG
575
BayBridge Capital Group
California
$366K +$366K +3,982 New