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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 %
AWAG
551
ARS Wealth Advisors Group
Florida
$473K -$13.5K -145 -3%
SWP
552
Stratos Wealth Partners
Ohio
$472K +$1.78K +19 +0.4%
IWM
553
IHT Wealth Management
Illinois
$471K -$5.23K -56 -1%
TYCC
554
Texas Yale Capital Corp
Florida
$470K +$12.5K +134 +3%
LI
555
LRI Investments
Florida
$463K +$463K +4,953 New
IAN
556
Integrated Advisors Network
Texas
$463K +$10.1K +108 +2%
DA
557
Drake & Associates
Wisconsin
$462K -$187 -2 -0%
FDCDDQ
558
Federation des caisses Desjardins du Quebec
Quebec, Canada
$456K +$336K +3,621 +278%
EFG
559
Everhart Financial Group
Ohio
$455K +$67.6K +723 +17%
TBA
560
Tower Bridge Advisors
Pennsylvania
$453K
IAG
561
Investment Advisory Group
Massachusetts
$453K -$10.5K -112 -2%
CCG
562
Cypress Capital Group
Florida
$452K +$22.4K +240 +5%
SIA
563
Schechter Investment Advisors
Michigan
$451K +$54.8K +587 +14%
BP
564
Ballentine Partners
Massachusetts
$450K -$6.73K -72 -1%
II
565
Inspire Investing
Idaho
$443K -$14.2K -152 -3%
SW
566
SVB Wealth
Massachusetts
$442K -$40.5K -433 -8%
EI
567
Ellevest Inc
New York
$442K +$13.5K +144 +3%
PCP
568
Proficio Capital Partners
Massachusetts
$439K +$6.54K +70 +2%
ABC
569
Associated Banc-Corp
Wisconsin
$439K
OAM
570
Ostrum Asset Management
France
$437K +$38.3K +410 +10%
MCM
571
Monument Capital Management
Virginia
$436K -$18.8K -201 -4%
SAM
572
Strategy Asset Managers
California
$433K +$433K +4,630 New
SEP
573
Southland Equity Partners
Missouri
$431K +$21.5K +230 +5%
LWAM
574
Legacy Wealth Asset Management
Minnesota
$428K +$8.04K +86 +2%
DTL
575
Dynamic Technology Lab
Singapore
$426K +$426K +4,561 New