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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 %
HWM
676
Horizon Wealth Management
Illinois
$234K -$180 -2 -0.1%
AIA
677
Armor Investment Advisors
North Carolina
$234K -$14.4K -160 -6%
GL
678
Graypoint LLC
New York
$231K +$231K +2,565 New
PA
679
Parallel Advisors
California
$231K +$35.2K +390 +18%
WBG
680
Wharton Business Group
Pennsylvania
$230K
VU
681
Vanderbilt University
Tennessee
$230K -$683K -7,570 -75%
SMA
682
Sage Mountain Advisors
Georgia
$229K +$4.06K +45 +2%
WS
683
Wedbush Securities
California
$228K +$228K +2,527 New
HI
684
Hudock Inc
Pennsylvania
$226K +$541 +6 +0.2%
MFWP
685
Mosaic Family Wealth Partners
Missouri
$225K -$90.2K -1,000 -29%
FT
686
Fiduciary Trust
Massachusetts
$225K +$225K +2,490 New
MA
687
Mutual Advisors
Nebraska
$224K +$224K +2,489 New
IA
688
IFG Advisory
Georgia
$223K +$1.53K +17 +0.7%
WIM
689
Warwick Investment Management
Texas
$222K -$12.5K -139 -5%
FNBOMD
690
First National Bank of Mount Dora
Florida
$221K
RCAG
691
Rehmann Capital Advisory Group
Michigan
$221K -$9.65K -107 -4%
CFB
692
Cullen/Frost Bankers
Texas
$221K -$34.3K -380 -13%
ICG
693
InterOcean Capital Group
Tennessee
$218K +$218K +2,421 New
SWM
694
SeaCrest Wealth Management
New York
$218K +$218K +2,461 New
CSC
695
Caldwell Sutter Capital
California
$218K +$902 +10 +0.4%
GWA
696
Gratus Wealth Advisors
Virginia
$218K +$218K +2,413 New
TC
697
TownSquare Capital
Utah
$217K +$217K +2,410 New
HAIM
698
Hunter Associates Investment Management
Pennsylvania
$217K +$217K +2,400 New
CSIC
699
Clifford Swan Investment Counsel
California
$217K +$217K +2,406 New
MSAM
700
Moloney Securities Asset Management
Missouri
$214K +$214K +2,376 New