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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 %
EI
601
Ellevest Inc
New York
$569K -$120K -937 -17%
PS
602
Principal Securities
Iowa
$567K +$63.2K +494 +13%
DWM
603
Dogwood Wealth Management
Kansas
$565K +$311K +2,433 +123%
CA
604
Commerzbank Aktiengesellschaft
Germany
$564K +$123K +962 +28%
DWT
605
Dorsey & Whitney Trust
South Dakota
$564K +$30.6K +239 +6%
SICM
606
Sustainable Insight Capital Management
New York
$563K +$563K +4,400 New
JIC
607
Joel Isaacson & Co
New York
$563K
GVAG
608
Great Valley Advisor Group
Delaware
$562K +$102K +800 +22%
WTC
609
WhitTier Trust Company
Nevada
$558K +$1.15K +9 +0.2%
WT
610
Whittier Trust
California
$554K +$80K +625 +17%
LSAG
611
Lake Street Advisors Group
New Hampshire
$550K +$30.2K +236 +6%
FAT
612
First American Trust
California
$550K +$5.63K +44 +1%
HI
613
Harbour Investments
Wisconsin
$540K +$20K +156 +4%
PPWP
614
Premier Path Wealth Partners
New Jersey
$539K +$7.68K +60 +1%
FCI
615
Financial Counselors Inc
Kansas
$534K
AWM
616
Apollon Wealth Management
South Carolina
$528K +$1.41K +11 +0.3%
HI
617
Hendershot Investments
Virginia
$527K -$131K -1,026 -20%
MCM
618
Monument Capital Management
Virginia
$518K -$46.9K -366 -8%
CFCI
619
Comprehensive Financial Consultants Institutional
Indiana
$507K
GT
620
Glenview Trust
Kentucky
$506K -$17.7K -138 -3%
BJL
621
Brighton Jones LLC
Washington
$500K -$512 -4 -0.1%
PA
622
Parallel Advisors
California
$494K +$108K +841 +28%
VHAM
623
Van Hulzen Asset Management
California
$492K -$12.3K -96 -2%
FLPIM
624
F.L. Putnam Investment Management
Massachusetts
$491K +$3.33K +26 +0.7%
TA
625
Tectonic Advisors
Texas
$488K -$2.95K -23 -0.6%