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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 %
HSA
676
HBK Sorce Advisory
Pennsylvania
$378K +$5.63K +44 +2%
CC
677
Corton Capital
Ontario, Canada
$373K -$49K -383 -12%
KFGK
678
Keystone Financial Group (Kentucky)
Kentucky
$373K
NP
679
Nilsine Partners
Colorado
$372K +$17.8K +139 +5%
CI
680
CX Institutional
Indiana
$369K +$5.63K +44 +2%
DC
681
Diametric Capital
Massachusetts
$366K +$366K +2,862 New
VWA
682
Visionary Wealth Advisors
Illinois
$366K -$10.9K -85 -3%
IAS
683
Investment Advisory Services
Texas
$366K -$115K -900 -24%
BPWM
684
Badgley Phelps Wealth Managers
Washington
$362K +$362K +2,827 New
HI
685
HBK Investments
Texas
$362K -$28.6M -223,347 -99%
4WM
686
44 Wealth Management
Oregon
$361K +$361K +2,737 New
NWAG
687
Net Worth Advisory Group
Utah
$360K +$360K +2,809 New
SCM
688
Shelton Capital Management
Colorado
$357K
MPM
689
MBB Public Markets
Illinois
$357K -$4.8M -37,485 -93%
EWM
690
Empirical Wealth Management
Washington
$355K +$33K +258 +10%
ATPW
691
Ashton Thomas Private Wealth
Arizona
$355K -$640 -5 -0.2%
LFA
692
Legacy Financial Advisors
Kentucky
$354K +$23.6K +184 +7%
VT
693
Vise Technologies
New York
$354K +$354K +2,766 New
1WA
694
180 Wealth Advisors
Washington
$353K +$3.71K +29 +1%
FAIM
695
Financial Advocates Investment Management
Washington
$353K -$16.9K -132 -5%
DFCM
696
Dark Forest Capital Management
Puerto Rico
$353K +$353K +2,754 New
CAL
697
Capital Analysts LLC
Pennsylvania
$349K +$197K +1,540 +130%
CAM
698
Covenant Asset Management
New Jersey
$347K +$32K +250 +10%
CGL
699
Clarius Group LLC
Washington
$347K -$12.5K -98 -3%
BC
700
Bowman & Company
Wisconsin
$341K