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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 %
BP
551
Ballentine Partners
Massachusetts
$716K +$14.9K +116 +2%
TYCC
552
Texas Yale Capital Corp
Florida
$710K +$36.2K +283 +5%
FPAS
553
Focus Partners Advisor Solutions
Missouri
$707K +$213K +1,665 +43%
SPC
554
Sigma Planning Corp
Michigan
$707K +$441K +3,448 +166%
EP
555
Edgestream Partners
New Jersey
$704K -$83.9K -655 -11%
LK
556
Lumbard & Kellner
New Hampshire
$704K
HNB
557
Huntington National Bank
Ohio
$699K -$22.1K -173 -3%
TC
558
TownSquare Capital
Utah
$697K +$294K +2,298 +73%
SBF
559
Sara-Bay Financial
Florida
$685K -$83.9K -655 -11%
RPCONE
560
Retirement Planning Company of New England
Rhode Island
$684K -$36.2K -283 -5%
JF
561
Jump Financial
Illinois
$680K -$40.1K -313 -6%
CP
562
CenterBook Partners
Connecticut
$678K +$678K +5,298 New
FTWA
563
Fifth Third Wealth Advisors
Ohio
$668K +$16K +125 +2%
LI
564
LRI Investments
Florida
$666K
LWM
565
LongView Wealth Management
Georgia
$659K -$14.6K -114 -2%
OAM
566
Ostrum Asset Management
France
$657K +$21.3K +166 +3%
HAG
567
HF Advisory Group
Maryland
$656K -$46.7K -365 -7%
MFGM
568
Marshall Financial Group (Maryland)
Maryland
$654K +$654K +5,105 New
GLA
569
Good Life Advisors
Pennsylvania
$653K -$11.7K -91 -2%
FIA
570
Foundations Investment Advisors
Arizona
$650K +$7.94K +62 +1%
BIA
571
Benchmark Investment Advisors
Illinois
$648K
AWAG
572
ARS Wealth Advisors Group
Florida
$643K -$4.61K -36 -0.7%
AFG
573
Atomi Financial Group
New York
$643K +$85.3K +666 +15%
DA
574
Drake & Associates
Wisconsin
$636K -$33.5K -262 -5%
KWM
575
Kingsview Wealth Management
Oregon
$636K +$25.6K +200 +4%