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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 %
BPFA
601
Barnes Pettey Financial Advisors
Mississippi
$230K
KWM
602
Kingsview Wealth Management
Oregon
$228K +$12.1K +148 +6%
HIC
603
Hartline Investment Corp
Illinois
$228K
KP
604
Keel Point
Alabama
$228K +$5.98K +73 +3%
CI
605
Conning Inc
Connecticut
$227K
BF
606
BOK Financial
Oklahoma
$226K -$4.52K -54 -2%
AIA
607
Armor Investment Advisors
North Carolina
$226K +$16.6K +203 +8%
STA
608
Summit Trail Advisors
New York
$225K +$11.6K +141 +5%
FIBT
609
First International Bank & Trust
North Dakota
$225K -$197K -2,402 -47%
HSA
610
HBK Sorce Advisory
Pennsylvania
$224K +$6.39K +78 +3%
ECM
611
Evergreen Capital Management
Washington
$222K +$17.9K +219 +9%
KFGK
612
Keystone Financial Group (Kentucky)
Kentucky
$220K
Koshinski Asset Management
613
Koshinski Asset Management
Illinois
$217K -$6.64K -81 -3%
MGIM
614
M&G Investment Management
United Kingdom
$217K
I
615
IMPACTfolio
Colorado
$217K
BL
616
Balentine LLC
Georgia
$214K +$1.23K +15 +0.6%
SIAG
617
Safeguard Investment Advisory Group
California
$213K +$1.64K +20 +0.8%
VF
618
Virtu Financial
New York
$213K +$213K +2,596 New
WIM
619
Warwick Investment Management
Texas
$213K
RFA
620
Register Financial Advisors
Georgia
$213K
HWM
621
Horizon Wealth Management
Illinois
$213K +$1.56K +19 +0.7%
RCAG
622
Rehmann Capital Advisory Group
Michigan
$209K -$33.2K -405 -14%
WBG
623
Wharton Business Group
Pennsylvania
$209K
NP
624
Nilsine Partners
Colorado
$209K -$11K -134 -5%
RSA
625
River Street Advisors
Illinois
$207K +$207K +2,522 New