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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 %
AC
576
AlphaCore Capital
California
$417K +$7.1K +76 +2%
OWP
577
Obermeyer Wealth Partners
Colorado
$416K
WS
578
Wedbush Securities
California
$413K +$177K +1,889 +75%
Nomura Holdings
579
Nomura Holdings
Japan
$413K -$8.76M -93,803 -96%
GI
580
GAMMA Investing
California
$412K +$46.5K +498 +13%
Connor, Clark & Lunn Investment Management (CC&L)
581
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$412K +$412K +4,408 New
JIC
582
Joel Isaacson & Co
New York
$411K
SC
583
Syon Capital
California
$405K -$377K -4,034 -48%
SA
584
SpiderRock Advisors
Delaware
$404K +$404K +4,382 New
CCP
585
Carmel Capital Partners
California
$401K +$38.7K +414 +11%
MFIM
586
Mesirow Financial Investment Management
Illinois
$400K -$111K -1,186 -22%
HCM
587
HGI Capital Management
New York
$399K -$36.1K -386 -8%
PMA
588
Prudent Man Advisors
Illinois
$398K -$31.3K -335 -7%
FAT
589
First American Trust
California
$396K +$2.34K +25 +0.6%
AWM
590
Apollon Wealth Management
South Carolina
$395K -$5.89K -63 -1%
FCI
591
Financial Counselors Inc
Kansas
$392K -$103K -1,106 -21%
IAS
592
Investment Advisory Services
Texas
$389K +$561 +6 +0.1%
FMLI
593
Fukoku Mutual Life Insurance
Japan
$389K
GT
594
Glenview Trust
Kentucky
$389K -$35.2K -377 -8%
PS
595
Principal Securities
Iowa
$387K +$11.9K +127 +3%
PWW
596
Pettyjohn Wood & White
Virginia
$385K -$7.01K -75 -2%
LF
597
LifePlan Financial
Minnesota
$385K -$16.8K -180 -4%
Bessemer Group
598
Bessemer Group
New Jersey
$384K +$71.3K +764 +23%
DWT
599
Dorsey & Whitney Trust
South Dakota
$384K +$2.52K +27 +0.7%
PCS
600
Personal CFO Solutions
New Jersey
$372K -$5.61K -60 -1%