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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 %
HIA
651
Harbor Investment Advisory
Maryland
$131K
SCA
652
Stonebridge Capital Advisors
Minnesota
$129K
HDIM
653
Hanson & Doremus Investment Management
Vermont
$123K
EWA
654
EverSource Wealth Advisors
Alabama
$113K -$13.2K -161 -10%
APC
655
Aspire Private Capital
North Carolina
$112K +$246 +3 +0.2%
M
656
Mirova
France
$111K -$325K -3,966 -74%
MCM
657
MV Capital Management
Maryland
$110K +$983 +12 +0.9%
CSPIA
658
Cary Street Partners Investment Advisory
Virginia
$108K -$11.9K -145 -10%
AA
659
Alta Advisers
United Kingdom
$106K
TH
660
TCTC Holdings
Texas
$103K
RTC
661
Riverview Trust Company
Washington
$102K
KFI
662
Key Financial Inc
Pennsylvania
$100K
CFD
663
Creative Financial Designs
Indiana
$100K
NS
664
NBC Securities
Alabama
$100K +$100K +1,230 New
ZB
665
Zions Bancorporation
Utah
$98.6K +$1.48K +18 +2%
WIM
666
Westside Investment Management
California
$98.3K
CAL
667
Capital Analysts LLC
Pennsylvania
$98K +$246 +3 +0.3%
SIC
668
SJS Investment Consulting
Ohio
$96.1K
EL
669
EMFO LLC
Florida
$94.2K
FFA
670
Farther Finance Advisors
California
$93.6K +$54.9K +670 +142%
Bank Julius Baer & Co
671
Bank Julius Baer & Co
Switzerland
$91K -$416K -5,091 -82%
LFG
672
Larson Financial Group
Missouri
$90.4K +$90.4K +1,103 New
AIM
673
Arcadia Investment Management
Michigan
$90.2K
CSB
674
City State Bank
Iowa
$87K
IA
675
IFP Advisors
Florida
$86.8K -$22.4K -274 -21%