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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 %
PCS
626
Personal CFO Solutions
New Jersey
$486K -$3.33K -26 -0.7%
EAM
627
Evanson Asset Management
California
$483K +$1.28K +10 +0.3%
SMA
628
Sage Mountain Advisors
Georgia
$482K -$14K -109 -3%
BIM
629
Baldwin Investment Management
Pennsylvania
$481K
BWP
630
Balboa Wealth Partners
Arizona
$481K +$144K +1,126 +43%
PWW
631
Pettyjohn Wood & White
Virginia
$480K -$7.68K -60 -2%
SEP
632
Southland Equity Partners
Missouri
$471K -$5.89K -46 -1%
VFA
633
Valeo Financial Advisors
Indiana
$470K +$12K +94 +3%
AF
634
Allworth Financial
California
$469K +$8.32K +65 +2%
MC
635
Moors & Cabot
Massachusetts
$463K -$12.8K -100 -3%
FFA
636
Farther Finance Advisors
California
$462K +$161K +1,261 +54%
LC
637
LCNB Corp
Ohio
$461K -$47.2K -369 -9%
HKIMG
638
Hutchens & Kramer Investment Management Group
Indiana
$456K -$9.7K -76 -2%
TNBTD
639
Trustmark National Bank Trust Department
Mississippi
$452K +$452K +3,531 New
FMLI
640
Fukoku Mutual Life Insurance
Japan
$451K
EWA
641
EP Wealth Advisors
California
$448K +$8.71K +68 +2%
CHA
642
Carmichael Hill & Associates
Maryland
$446K -$51.2K -400 -10%
LF
643
LifePlan Financial
Minnesota
$446K -$45.7K -357 -9%
PP
644
PDS Planning
Ohio
$444K +$2.43K +19 +0.6%
STA
645
Summit Trail Advisors
New York
$441K +$86.9K +679 +25%
LSPW
646
Lake Street Private Wealth
Illinois
$438K -$18.8K -147 -4%
GWM
647
GDS Wealth Management
Texas
$437K +$437K +3,414 New
PWPS
648
Pinnacle Wealth Planning Services
Ohio
$434K -$1.41K -11 -0.3%
SVWAG
649
Sound View Wealth Advisors Group
Georgia
$432K +$153K +1,195 +55%
WANY
650
Wealthspire Advisors (New York)
New York
$431K +$151K +1,182 +54%