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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 %
LC
601
LCNB Corp
Ohio
$371K -$4.67K -50 -1%
CFCI
602
Comprehensive Financial Consultants Institutional
Indiana
$370K
FPAS
603
Focus Partners Advisor Solutions
Missouri
$370K -$11.1K -119 -3%
DT
604
Diversified Trust
Tennessee
$370K -$165K -1,761 -31%
LSAG
605
Lake Street Advisors Group
New Hampshire
$368K +$8.32K +89 +2%
LFA
606
Livelsberger Financial Advisory
Ohio
$364K -$15K -151 -4%
CHA
607
Carmichael Hill & Associates
Maryland
$363K
Bank Julius Baer & Co
608
Bank Julius Baer & Co
Switzerland
$363K -$176K -1,898 -33%
BP
609
BBR Partners
New York
$361K +$361K +3,864 New
WDA
610
Wendell David Associates
New Hampshire
$360K
CIP
611
Convergence Investment Partners
Florida
$359K +$105K +1,127 +42%
FLPIM
612
F.L. Putnam Investment Management
Massachusetts
$354K +$1.5K +16 +0.4%
EAM
613
Evanson Asset Management
California
$351K +$1.03K +11 +0.3%
DAS
614
Dynamic Advisor Solutions
Arizona
$347K +$9.91K +106 +3%
HI
615
Harbour Investments
Wisconsin
$346K +$52.5K +562 +18%
MC
616
Moors & Cabot
Massachusetts
$345K -$7.01K -75 -2%
WT
617
Whittier Trust
California
$342K -$187 -2 -0.1%
LSPW
618
Lake Street Private Wealth
Illinois
$337K -$2.52K -27 -0.7%
VFA
619
Valeo Financial Advisors
Indiana
$337K -$1.31K -14 -0.4%
GVAG
620
Great Valley Advisor Group
Delaware
$333K -$1.4K -15 -0.4%
TA
621
Tectonic Advisors
Texas
$332K +$30.7K +329 +10%
HKIMG
622
Hutchens & Kramer Investment Management Group
Indiana
$331K +$46.6K +507 +16%
CA
623
Clearstead Advisors
Ohio
$328K -$3.48K -35 -1%
JWCA
624
J.W. Cole Advisors
Florida
$324K +$8.32K +89 +3%
KI
625
Kapitalo Investimentos
Brazil
$321K -$52.9K -566 -14%