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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 %
CI
651
CX Institutional
Indiana
$259K -$2.89K -32 -1%
CIM
652
Cambria Investment Management
California
$257K +$257K +2,852 New
BWP
653
Balboa Wealth Partners
Arizona
$257K -$56.7K -629 -18%
MW
654
Marcum Wealth
Ohio
$255K -$77.2K -856 -23%
CIA
655
Cascade Investment Advisors
Oregon
$254K -$1.19M -13,237 -82%
BPFA
656
Barnes Pettey Financial Advisors
Mississippi
$253K
CI
657
Conning Inc
Connecticut
$252K +$2.25K +25 +0.9%
SPA
658
Sherbrooke Park Advisers
New York
$251K -$401K -4,443 -61%
HIC
659
Hartline Investment Corp
Illinois
$251K
I
660
IMPACTfolio
Colorado
$248K +$9.38K +104 +4%
HSA
661
HBK Sorce Advisory
Pennsylvania
$248K +$1.62K +18 +0.7%
SIM
662
Sentry Investment Management
Wisconsin
$245K -$26.3K -292 -10%
CIP
663
Convergence Investment Partners
Florida
$245K +$245K +2,715 New
STA
664
Summit Trail Advisors
New York
$244K -$3.61K -40 -1%
BF
665
BOK Financial
Oklahoma
$244K +$451 +5 +0.2%
RSA
666
River Street Advisors
Illinois
$243K +$16.1K +178 +7%
KWM
667
Kingsview Wealth Management
Oregon
$242K -$8.57K -95 -3%
KFGK
668
Keystone Financial Group (Kentucky)
Kentucky
$242K
BC
669
Bowman & Company
Wisconsin
$240K -$20.2K -224 -8%
SIAG
670
Safeguard Investment Advisory Group
California
$237K +$2.07K +23 +0.9%
PPA
671
Painted Porch Advisors
California
$237K +$237K +2,623 New
ECM
672
Evergreen Capital Management
Washington
$236K -$7.85K -87 -3%
IGAM
673
iA Global Asset Management
Quebec, Canada
$236K +$236K +2,620 New
RFA
674
Register Financial Advisors
Georgia
$234K
WRM
675
Weybosset Research & Management
Rhode Island
$234K +$9.02K +100 +4%