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Welltower

822 hedge funds and large institutions have $42B invested in Welltower in 2023 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 331 increasing their positions, 257 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
822
Holders Change
+15
Holders Change %
+1.86%
% of All Funds
13.11%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.26%
New
69
Increased
331
Reduced
257
Closed
47
Calls
$120M
Puts
$51.2M
Net Calls
+$68.6M
Net Calls Change
-$23.5M
Name Holding Trade Value Shares
Change
Shares
Change %
BHPW
576
Beverly Hills Private Wealth
California
$259K -$256K -3,128 -50%
TW
577
TrinityPoint Wealth
Connecticut
$259K -$36.1K -440 -12%
ATPW
578
Ashton Thomas Private Wealth
Arizona
$258K -$26.1K -319 -9%
FAG
579
Fortitude Advisory Group
Washington
$255K -$82 -1 -0%
GVAG
580
Great Valley Advisor Group
Delaware
$254K +$246 +3 +0.1%
JWCA
581
J.W. Cole Advisors
Florida
$254K +$164 +2 +0.1%
BFEC
582
Benjamin F. Edwards & Company
Missouri
$254K -$32.1K -393 -11%
BIP
583
Blueprint Investment Partners
North Carolina
$253K -$8.03K -98 -3%
WTC
584
WhitTier Trust Company
Nevada
$248K -$1.23K -15 -0.5%
ONB
585
Old National Bancorp
Indiana
$248K -$410 -5 -0.2%
TPCW
586
TD Private Client Wealth
New York
$248K -$320K -3,912 -56%
SIM
587
Sentry Investment Management
Wisconsin
$247K -$2.3K -28 -0.9%
DAC
588
Dividend Assets Capital
South Carolina
$246K
BJL
589
Brighton Jones LLC
Washington
$246K +$3.11K +38 +1%
IAS
590
Insigneo Advisory Services
Florida
$241K +$241K +2,941 New
TNA
591
True North Advisors
Texas
$241K -$81K -989 -25%
CW
592
CreativeOne Wealth
Kansas
$239K -$22.3K -272 -9%
CI
593
CX Institutional
Indiana
$238K -$1.8K -22 -0.8%
CA
594
CoreCap Advisors
Michigan
$237K -$16.4K -200 -6%
BC
595
Bowman & Company
Wisconsin
$237K +$82 +1 +0%
FAIM
596
Financial Advocates Investment Management
Washington
$236K +$3.85K +47 +2%
FNBT
597
FineMark National Bank & Trust
Florida
$236K
CFB
598
Cullen/Frost Bankers
Texas
$232K +$16.4K +200 +8%
LC
599
Lindbrook Capital
California
$231K +$60.7K +741 +36%
EWA
600
EP Wealth Advisors
California
$231K -$889K -10,857 -79%