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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 %
CTC
626
Cetera Trust Company
Minnesota
$291K +$291K +3,225 New
EP
627
Edgestream Partners
New Jersey
$291K +$291K +3,225 New
FAG
628
Fortitude Advisory Group
Washington
$290K +$8.84K +98 +3%
GWMR
629
GC Wealth Management RIA
Massachusetts
$289K +$289K +3,205 New
SCM
630
Shelton Capital Management
Colorado
$288K
DP
631
Dearborn Partners
Illinois
$287K -$63.1K -700 -18%
Wolverine Trading
632
Wolverine Trading
Illinois
$286K -$1.02M -11,316 -78%
PWMG
633
Pinnacle Wealth Management Group
Michigan
$286K
ATPW
634
Ashton Thomas Private Wealth
Arizona
$284K
HI
635
Harbour Investments
Wisconsin
$283K +$136K +1,503 +92%
EWA
636
EP Wealth Advisors
California
$280K +$26K +288 +10%
TW
637
TrinityPoint Wealth
Connecticut
$280K -$5.14K -57 -2%
HKIMG
638
Hutchens & Kramer Investment Management Group
Indiana
$279K -$43.3K -480 -13%
BFEC
639
Benjamin F. Edwards & Company
Missouri
$275K -$5.42K -60 -2%
WTC
640
WhitTier Trust Company
Nevada
$273K
FNBT
641
FineMark National Bank & Trust
Florida
$272K +$12.8K +142 +5%
DAC
642
Dividend Assets Capital
South Carolina
$271K
SRAM
643
Spouting Rock Asset Management
Pennsylvania
$271K +$271K +3,000 New
KP
644
Keel Point
Alabama
$266K +$15.6K +173 +6%
VWA
645
Visionary Wealth Advisors
Illinois
$265K -$46.3K -514 -15%
TNA
646
True North Advisors
Texas
$262K -$2.25K -25 -0.9%
BJL
647
Brighton Jones LLC
Washington
$261K -$9.2K -102 -3%
NP
648
Nilsine Partners
Colorado
$261K +$31.4K +348 +14%
FAIM
649
Financial Advocates Investment Management
Washington
$261K +$1.17K +13 +0.5%
CA
650
CoreCap Advisors
Michigan
$261K