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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 %
CIM
651
Cambria Investment Management
California
$431K -$29.1K -227 -6%
GL
652
Graypoint LLC
New York
$428K +$43K +336 +11%
PSFG
653
Prairie Sky Financial Group
Illinois
$427K
SF
654
Synovus Financial
Georgia
$426K +$144K +1,128 +51%
PWMG
655
Pinnacle Wealth Management Group
Michigan
$425K
SWA
656
SFMG Wealth Advisors
Texas
$423K -$6.79K -53 -2%
ACA
657
Aptus Capital Advisors
Alabama
$422K +$14K +109 +3%
Optiver Holding
658
Optiver Holding
Netherlands
$422K +$422K +3,293 New
CSPIA
659
Cary Street Partners Investment Advisory
Virginia
$419K +$22.3K +174 +6%
ECM
660
Evergreen Capital Management
Washington
$417K +$2.31K +18 +0.6%
JWCA
661
J.W. Cole Advisors
Florida
$416K -$5.25K -41 -1%
BHA
662
Beech Hill Advisors
New York
$416K
CA
663
CoreCap Advisors
Michigan
$413K -$22.3K -174 -5%
HCM
664
Howard Capital Management
Georgia
$409K +$409K +3,197 New
MF
665
Magnetar Financial
Illinois
$409K +$409K +3,191 New
MGP
666
M&G plc
United Kingdom
$407K
DAS
667
Dynamic Advisor Solutions
Arizona
$402K +$7.17K +56 +2%
CI
668
Conning Inc
Connecticut
$399K -$256 -2 -0.1%
PIM
669
Plato Investment Management
Australia
$393K +$393K +3,075 New
EH
670
Equitable Holdings
New York
$388K +$26.6K +208 +7%
CTC
671
Cetera Trust Company
Minnesota
$387K -$25.6K -200 -6%
RSA
672
River Street Advisors
Illinois
$387K -$2.95K -23 -0.8%
DAC
673
Dividend Assets Capital
South Carolina
$384K
DP
674
Dearborn Partners
Illinois
$383K -$1.92K -15 -0.5%
SYBT
675
Stock Yards Bank & Trust
Kentucky
$381K -$42.6K -333 -10%