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Welltower

771 hedge funds and large institutions have $34.4B invested in Welltower in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 283 increasing their positions, 262 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
771
Holders Change
-24
Holders Change %
-3.02%
% of All Funds
12.34%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.26%
New
67
Increased
283
Reduced
262
Closed
71
Calls
$90.7M
Puts
$54.7M
Net Calls
+$36M
Net Calls Change
+$155M
Name Holding Trade Value Shares
Change
Shares
Change %
MCA
701
Maryland Capital Advisors
Maryland
$12.7K
SIS
702
Sound Income Strategies
Florida
$12.5K
JWM
703
Janiczek Wealth Management
Colorado
$12.3K -$296 -4 -2%
SN
704
Sittner & Nelson
Oregon
$12.3K
HBW
705
Hazlett, Burt & Watson
West Virginia
$12K +$789 +10 +7%
BWA
706
BDO Wealth Advisors
Florida
$11.9K
BAM
707
Bellevue Asset Management
Washington
$11.6K +$72 +1 +0.6%
IAS
708
IMA Advisory Services
Colorado
$11.1K
WTA
709
Washington Trust Advisors
Massachusetts
$10.8K -$21.5K -300 -67%
CT
710
Cambridge Trust
Massachusetts
$10.8K
FCA
711
FinTrust Capital Advisors
South Carolina
$10.3K
EWM
712
Evermay Wealth Management
Virginia
$9.82K
CWP
713
Concord Wealth Partners
Virginia
$9.82K +$9.82K +137 New
AFG
714
Albion Financial Group
Utah
$9.68K
MRCM
715
M&R Capital Management
New Jersey
$9.68K
CFFP
716
Center for Financial Planning
Michigan
$9.54K
WWM
717
Wolff Wiese Magana
California
$9.18K
FMP
718
Financial Management Professionals
Texas
$9K +$4.72K +65 +110%
AWM
719
Avior Wealth Management
Nebraska
$8.74K
WPA
720
West Paces Advisors
Georgia
$8.39K +$1.22K +17 +17%
IRC
721
Investors Research Corp
Georgia
$8.32K
Commonwealth Equity Services
722
Commonwealth Equity Services
Massachusetts
$8.17K -$215 -2,997 -3%
CMP
723
Coston McIsaac & Partners
Maine
$8K
NC
724
NewSquare Capital
Pennsylvania
$7.74K
TAM
725
Tucker Asset Management
Colorado
$7.6K