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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 %
LWAM
576
Legacy Wealth Asset Management
Minnesota
$634K +$9.6K +75 +2%
SAM
577
Smartleaf Asset Management
Massachusetts
$629K +$174K +1,369 +38%
NFG
578
Nations Financial Group
Iowa
$629K -$11.5K -90 -2%
ETC
579
Exchange Traded Concepts
Oklahoma
$621K -$70.4K -550 -10%
TBA
580
Tower Bridge Advisors
Pennsylvania
$621K
LS
581
Livforsakringsbolaget Skandia
Sweden
$616K +$470K +3,668 +320%
IAG
582
Investment Advisory Group
Massachusetts
$615K -$5.38K -42 -0.9%
ABC
583
Associated Banc-Corp
Wisconsin
$604K
IAN
584
Integrated Advisors Network
Texas
$603K -$6.02K -47 -1%
PCIA
585
Prime Capital Investment Advisors
Kansas
$600K +$7.17K +56 +1%
PIA
586
Panoramic Investment Advisors
Colorado
$596K +$596K +4,652 New
AC
587
AlphaCore Capital
California
$594K +$14.1K +110 +2%
CS
588
Capital Square
Tennessee
$594K +$594K +4,636 New
BTI
589
Blue Trust Inc
Georgia
$593K +$383K +3,672 +182%
CCG
590
Cypress Capital Group
Florida
$591K -$3.33K -26 -0.6%
SA
591
SpiderRock Advisors
Delaware
$587K +$32.9K +257 +6%
CA
592
Clearstead Advisors
Ohio
$587K +$9.73K +76 +2%
QI
593
Qtron Investments
Massachusetts
$582K -$455K -3,556 -44%
SIA
594
Schechter Investment Advisors
Michigan
$582K -$50.3K -393 -8%
SC
595
Syon Capital
California
$580K +$2.56K +20 +0.4%
GIM
596
Gold Investment Management
Alberta, Canada
$577K -$12K -94 -2%
PMA
597
Prudent Man Advisors
Illinois
$577K
GRP
598
Global Retirement Partners
California
$575K -$417K -3,254 -42%
CCP
599
Carmel Capital Partners
California
$574K +$15.1K +118 +3%
OWP
600
Obermeyer Wealth Partners
Colorado
$571K