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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 %
RSA
676
River Street Advisors
Illinois
$260K +$7.57K +81 +3%
AA
677
AlphaMark Advisors
Kentucky
$258K -$54.2K -580 -17%
FAG
678
Fortitude Advisory Group
Washington
$258K -$42.6K -456 -14%
VI
679
Versor Investments
New York
$257K +$257K +2,747 New
SIM
680
Sentry Investment Management
Wisconsin
$254K
TC
681
TownSquare Capital
Utah
$254K +$28.7K +307 +13%
SPC
682
Sigma Planning Corp
Michigan
$252K +$252K +2,694 New
GL
683
Graypoint LLC
New York
$251K +$11.4K +122 +5%
ACA
684
Aptus Capital Advisors
Alabama
$251K +$36.8K +394 +17%
CSC
685
Caldwell Sutter Capital
California
$251K +$25.2K +270 +11%
P
686
&Partners
Tennessee
$250K +$250K +2,671 New
SMA
687
Sage Mountain Advisors
Georgia
$249K +$11.7K +125 +5%
BC
688
Bowman & Company
Wisconsin
$249K
WIM
689
Warwick Investment Management
Texas
$247K +$17.3K +185 +8%
SIAG
690
Safeguard Investment Advisory Group
California
$247K +$1.68K +18 +0.7%
HWM
691
Horizon Wealth Management
Illinois
$247K +$4.49K +48 +2%
BWP
692
Balboa Wealth Partners
Arizona
$247K -$19.1K -204 -7%
ECM
693
Evergreen Capital Management
Washington
$247K +$1.87K +20 +0.8%
PPA
694
Painted Porch Advisors
California
$245K
STA
695
Summit Trail Advisors
New York
$244K -$8.97K -96 -4%
RFA
696
Register Financial Advisors
Georgia
$243K
NC
697
NBW Capital
Massachusetts
$242K +$242K +2,590 New
NP
698
Nilsine Partners
Colorado
$242K -$28.9K -309 -11%
BF
699
BOK Financial
Oklahoma
$241K -$8.1K -88 -3%
WBG
700
Wharton Business Group
Pennsylvania
$239K