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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 %
IAS
626
Insigneo Advisory Services
Florida
$320K +$1.31K +14 +0.4%
SWA
627
SFMG Wealth Advisors
Texas
$319K -$8.22K -88 -3%
EA
628
Eudaimonia Advisors
Tennessee
$318K
PWPS
629
Pinnacle Wealth Planning Services
Ohio
$317K -$280 -3 -0.1%
SYBT
630
Stock Yards Bank & Trust
Kentucky
$317K
EWA
631
EP Wealth Advisors
California
$316K +$26.4K +283 +9%
BWL
632
Bogart Wealth LLC
Virginia
$316K
PP
633
PDS Planning
Ohio
$315K +$9.44K +101 +3%
CA
634
CoreCap Advisors
Michigan
$315K +$44.8K +479 +17%
Koshinski Asset Management
635
Koshinski Asset Management
Illinois
$313K -$71.3K -763 -19%
VWA
636
Visionary Wealth Advisors
Illinois
$312K +$37.8K +405 +14%
PSFG
637
Prairie Sky Financial Group
Illinois
$311K
PWMG
638
Pinnacle Wealth Management Group
Michigan
$310K +$14.1K +151 +5%
AC
639
Abbrea Capital
California
$310K -$90.3K -966 -23%
BIM
640
Baldwin Investment Management
Pennsylvania
$309K +$309K +3,310 New
LC
641
Lindbrook Capital
California
$306K +$3.36K +36 +1%
GWMR
642
GC Wealth Management RIA
Massachusetts
$304K +$4.77K +51 +2%
CIM
643
Cambria Investment Management
California
$304K +$37.3K +399 +14%
KWM
644
Kingsview Wealth Management
Oregon
$304K +$52.5K +562 +21%
BHA
645
Beech Hill Advisors
New York
$304K
ASN
646
Advisory Services Network
Georgia
$304K +$935 +10 +0.3%
CTC
647
Cetera Trust Company
Minnesota
$301K
MW
648
Marcum Wealth
Ohio
$300K +$36.2K +387 +14%
WTC
649
WhitTier Trust Company
Nevada
$300K +$16.5K +177 +6%
CA
650
Commerzbank Aktiengesellschaft
Germany
$299K -$247K -2,640 -45%