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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 %
IWP
701
IAG Wealth Partners
Wisconsin
$57.3K
OA
702
Operose Advisors
Wisconsin
$49.6K +$49.6K +605 New
NFSG
703
Newbridge Financial Services Group
Florida
$49.3K
FWM
704
Focused Wealth Management
New York
$48.5K +$82 +1 +0.2%
FHA
705
First Horizon Advisors
Tennessee
$46.7K
PTC
706
Private Trust Company
Ohio
$45.6K -$12.3K -150 -21%
SWA
707
Sutton Wealth Advisors
Florida
$44.7K +$1.72K +21 +4%
CT
708
Colonial Trust
South Carolina
$43.5K
MA
709
MCF Advisors
Kentucky
$42.9K +$41K +500 +2,083%
RA
710
Rational Advisors
New York
$42.9K +$42.9K +524 New
NSIM
711
North Star Investment Management
Illinois
$42.3K
ST
712
Smithfield Trust
Pennsylvania
$41K
HPC
713
HM Payson & Co
Maine
$41K
AFS
714
Annapolis Financial Services
Maryland
$41K
HGERS
715
Householder Group Estate & Retirement Specialist
Arizona
$41K +$41K +500 New
PB
716
Pinnacle Bancorp
Nebraska
$36.9K
ACA
717
Atlas Capital Advisors
Wyoming
$36K
AAP
718
Arax Advisory Partners
Colorado
$35.4K +$2.21K +27 +7%
CWM
719
Compass Wealth Management
Connecticut
$32.8K
BBHC
720
Brown Brothers Harriman & Co
New York
$31.2K +$2.62K +32 +9%
SCM
721
Silvant Capital Management
Georgia
$28.5K
SS
722
Sunbelt Securities
Texas
$28.5K +$246 +3 +0.9%
FCA
723
FinTrust Capital Advisors
South Carolina
$28K +$15.2K +185 +118%
PSB
724
Piscataqua Savings Bank
New Hampshire
$27.7K
WFA
725
West Financial Advisors
Iowa
$26.2K