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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 %
WRM
626
Weybosset Research & Management
Rhode Island
$205K
HI
627
Hudock Inc
Pennsylvania
$205K +$573 +7 +0.3%
EAM
628
Erste Asset Management
Austria
$205K -$65.5K -800 -24%
SMA
629
Sage Mountain Advisors
Georgia
$205K -$13.2K -161 -6%
IA
630
IFG Advisory
Georgia
$202K +$202K +2,460 New
SWS
631
SYSTM Wealth Solutions
Illinois
$201K +$201K +2,459 New
CA
632
Clearstead Advisors
Ohio
$201K +$101K +1,229 +100%
FNBOMD
633
First National Bank of Mount Dora
Florida
$201K +$201K +2,455 New
DGAM
634
Desjardins Global Asset Management
Quebec, Canada
$200K -$116K -1,420 -37%
CSC
635
Caldwell Sutter Capital
California
$197K
CG
636
Cutler Group
California
$196K +$48K +588 +32%
SPWM
637
Spartan Planning & Wealth Management
North Carolina
$194K +$194K +2,369 New
GWS
638
Glassman Wealth Services
Virginia
$189K +$107K +1,301 +129%
PK
639
Pflug Koory
Nebraska
$181K
PA
640
Parallel Advisors
California
$178K +$8.52K +104 +5%
HFM
641
Harvest Fund Management
China
$169K +$94.2K +1,152 +126%
M
642
MOTCO
Texas
$160K -$164 -2 -0.1%
SWM
643
Spire Wealth Management
Virginia
$150K +$2.05K +25 +1%
NP
644
Ninepoint Partners
Ontario, Canada
$148K -$4.51K -55 -3%
Lazard Asset Management
645
Lazard Asset Management
New York
$146K +$16.7K +205 +13%
CTA
646
Colonial Trust Advisors
South Carolina
$143K
PFBT
647
Parkside Financial Bank & Trust
Missouri
$141K +$7.13K +87 +5%
AF
648
Allworth Financial
California
$139K +$4.67K +57 +3%
HI
649
Harbour Investments
Wisconsin
$134K +$33.8K +413 +34%
TWC
650
TD Waterhouse Canada
Ontario, Canada
$131K -$26.7K -326 -17%