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Welltower

807 hedge funds and large institutions have $39.9B invested in Welltower in 2023 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 299 increasing their positions, 256 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
807
Holders Change
+36
Holders Change %
+4.67%
% of All Funds
12.73%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.28%
New
78
Increased
299
Reduced
256
Closed
38
Calls
$134M
Puts
$41.8M
Net Calls
+$92.1M
Net Calls Change
+$56.1M
Name Holding Trade Value Shares
Change
Shares
Change %
Lazard Asset Management
626
Lazard Asset Management
New York
$128K +$1.85K +23 +1%
SCA
627
Stonebridge Capital Advisors
Minnesota
$127K
EWA
628
EverSource Wealth Advisors
Alabama
$125K +$8.98K +111 +8%
HDIM
629
Hanson & Doremus Investment Management
Vermont
$121K
CSPIA
630
Cary Street Partners Investment Advisory
Virginia
$119K
N
631
Natixis
France
$116K +$116K +1,430 New
CI Investments Inc
632
CI Investments Inc
Ontario, Canada
$111K +$9.33K +115 +9%
APC
633
Aspire Private Capital
North Carolina
$110K +$11.6K +143 +12%
IA
634
IFP Advisors
Florida
$108K -$90.7K -1,122 -46%
MCM
635
MV Capital Management
Maryland
$107K +$5.82K +72 +6%
AA
636
Alta Advisers
United Kingdom
$105K
TH
637
TCTC Holdings
Texas
$102K
RTC
638
Riverview Trust Company
Washington
$100K -$8.09K -100 -7%
CA
639
Clearstead Advisors
Ohio
$99.4K +$1.7K +21 +2%
HI
640
Harbour Investments
Wisconsin
$99.2K -$7.36K -91 -7%
KFI
641
Key Financial Inc
Pennsylvania
$99.2K +$4.77K +59 +5%
CFD
642
Creative Financial Designs
Indiana
$99K +$6.55K +81 +7%
WIM
643
Westside Investment Management
California
$97.6K
CAL
644
Capital Analysts LLC
Pennsylvania
$96K +$403 +5 +0.4%
ZB
645
Zions Bancorporation
Utah
$95.9K +$1.13K +14 +1%
SIC
646
SJS Investment Consulting
Ohio
$94.9K
FDCDDQ
647
Federation des caisses Desjardins du Quebec
Quebec, Canada
$94K -$64.7K -800 -41%
EL
648
EMFO LLC
Florida
$93K
KTC
649
Kistler-Tiffany Companies
Pennsylvania
$90.3K +$728 +9 +0.8%
AIM
650
Arcadia Investment Management
Michigan
$89.1K