WELL icon

Welltower

926 hedge funds and large institutions have $49.1B invested in Welltower in 2023 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 367 increasing their positions, 261 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
926
Holders Change
+104
Holders Change %
+12.65%
% of All Funds
13.58%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.25%
New
157
Increased
367
Reduced
261
Closed
45
Calls
$168M
Puts
$78.2M
Net Calls
+$90.1M
Net Calls Change
+$21.5M
Name Holding Trade Value Shares
Change
Shares
Change %
GVAG
601
Great Valley Advisor Group
Delaware
$323K +$44K +488 +16%
MFG
602
Merit Financial Group
Georgia
$321K +$4.42K +49 +1%
DAS
603
Dynamic Advisor Solutions
Arizona
$320K +$32.1K +363 +11%
SWA
604
SFMG Wealth Advisors
Texas
$316K +$9.02K +100 +3%
CGL
605
Clarius Group LLC
Washington
$314K -$28.9K -321 -8%
IAS
606
Insigneo Advisory Services
Florida
$307K +$42.2K +468 +16%
EA
607
Eudaimonia Advisors
Tennessee
$307K
PWPS
608
Pinnacle Wealth Planning Services
Ohio
$307K -$361 -4 -0.1%
SYBT
609
Stock Yards Bank & Trust
Kentucky
$306K -$14.7K -163 -5%
WPP
610
Whalerock Point Partners
Rhode Island
$306K -$45.1K -500 -13%
JWCA
611
J.W. Cole Advisors
Florida
$305K +$25.2K +279 +9%
BWL
612
Bogart Wealth LLC
Virginia
$305K
SSA
613
Schonfeld Strategic Advisors
New York
$303K +$303K +3,360 New
BWFA
614
Baltimore-Washington Financial Advisors
Maryland
$302K
Bessemer Group
615
Bessemer Group
New Jersey
$302K +$10.4K +115 +4%
AA
616
AlphaMark Advisors
Kentucky
$301K +$4.96K +55 +2%
CA
617
Clearstead Advisors
Ohio
$301K +$79K +876 +36%
PSFG
618
Prairie Sky Financial Group
Illinois
$300K
EH
619
Equitable Holdings
New York
$299K -$4.06K -45 -1%
AAS
620
Ameritas Advisory Services
Nebraska
$296K +$24.1K +272 +9%
PP
621
PDS Planning
Ohio
$295K +$2.8K +31 +1%
BHA
622
Beech Hill Advisors
New York
$293K
LC
623
Lindbrook Capital
California
$292K +$37.9K +420 +15%
ASN
624
Advisory Services Network
Georgia
$292K -$27.1K -300 -8%
TA
625
Tectonic Advisors
Texas
$291K -$3.88K -43 -1%