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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 %
PAM
676
Paradigm Asset Management
New York
$85K
GBT
677
Grove Bank & Trust
Florida
$84.4K
BCMLT
678
Beacon Capital Management LLC (Tennessee)
Tennessee
$79K
PO
679
Private Ocean
California
$77.7K
PFA
680
Pathway Financial Advisers
Indiana
$77.5K +$77.5K +947 New
BG
681
Bollard Group
Massachusetts
$76K -$2.45K -30 -3%
MHR
682
Matthew Hamilton Rosenberg
$75.5K +$1.07K +13 +1%
OIA
683
Optimum Investment Advisors
Illinois
$74.4K +$82 +1 +0.1%
CFA
684
CWS Financial Advisors
Michigan
$73.1K +$73.1K +892 New
GWM
685
Geneos Wealth Management
Colorado
$71.1K +$23.2K +283 +48%
WT
686
Washington Trust
Rhode Island
$69.6K -$19.7K -240 -22%
TC
687
Trust Company
Kansas
$69.6K
DMBA
688
Deseret Mutual Benefit Administrators
Utah
$67.3K -$3.36K -41 -5%
GEA
689
Glen Eagle Advisors
New Jersey
$67.1K -$4.1K -50 -6%
GIA
690
GHP Investment Advisors
Colorado
$66K
First Manhattan
691
First Manhattan
New York
$65.5K +$65.5K +800 New
AGWCA
692
Annis Gardner Whiting Capital Advisors
Florida
$61.2K +$61.2K +747 New
LS
693
Livforsakringsbolaget Skandia
Sweden
$61K
VNA
694
Valley National Advisers
Pennsylvania
$61K +$18K +220 +42%
FDCDDQ
695
Federation des caisses Desjardins du Quebec
Quebec, Canada
$60K -$35.1K -429 -37%
QC
696
Quent Capital
New York
$59.9K
GI
697
Gradient Investments
Minnesota
$59.1K -$4.26K -52 -7%
AF
698
Advisornet Financial
Minnesota
$58.6K +$4.34K +53 +8%
CT
699
Clearstead Trust
Maine
$58.6K
WB
700
Webster Bank
Connecticut
$57.3K -$3.28K -40 -5%