WELL icon

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 %
MNBTD
651
Moody National Bank Trust Division
Texas
$296K -$107K -1,150 -27%
TW
652
TrinityPoint Wealth
Connecticut
$290K
AFG
653
Atomi Financial Group
New York
$285K +$67.4K +721 +31%
OCM
654
Orion Capital Management
California
$282K -$65.4K -700 -19%
FNBT
655
FineMark National Bank & Trust
Florida
$282K -$187 -2 -0.1%
DAC
656
Dividend Assets Capital
South Carolina
$280K
CGL
657
Clarius Group LLC
Washington
$278K -$47.6K -509 -15%
CI
658
Conning Inc
Connecticut
$278K +$16.4K +175 +6%
PA
659
Parallel Advisors
California
$276K +$37.4K +400 +16%
DP
660
Dearborn Partners
Illinois
$276K -$21K -225 -7%
KFGK
661
Keystone Financial Group (Kentucky)
Kentucky
$275K +$24.8K +265 +10%
BJL
662
Brighton Jones LLC
Washington
$274K +$2.8K +30 +1%
FAIM
663
Financial Advocates Investment Management
Washington
$272K +$1.12K +12 +0.4%
CC
664
Cipher Capital
New York
$272K +$272K +2,906 New
TNA
665
True North Advisors
Texas
$271K -$1.03K -11 -0.4%
SCM
666
Shelton Capital Management
Colorado
$270K -$28K -300 -9%
KP
667
Keel Point
Alabama
$270K -$6.26K -67 -2%
SAM
668
Smartleaf Asset Management
Massachusetts
$269K +$65.6K +707 +32%
CI
669
CX Institutional
Indiana
$269K +$1.12K +12 +0.4%
HSA
670
HBK Sorce Advisory
Pennsylvania
$268K +$11.6K +124 +5%
SGI
671
Summit Global Investments
Utah
$268K -$112K -1,198 -29%
ATPW
672
Ashton Thomas Private Wealth
Arizona
$266K -$28.1K -301 -10%
Group One Trading
673
Group One Trading
Illinois
$266K +$266K +2,847 New
EH
674
Equitable Holdings
New York
$263K -$47.1K -504 -15%
BPFA
675
Barnes Pettey Financial Advisors
Mississippi
$262K