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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 %
SVWAG
701
Sound View Wealth Advisors Group
Georgia
$214K +$214K +2,376 New
MIS
702
Morningstar Investment Services
Illinois
$214K +$214K +2,344 New
WANY
703
Wealthspire Advisors (New York)
New York
$213K +$213K +2,360 New
AFG
704
Atomi Financial Group
New York
$210K +$210K +2,328 New
AIA
705
Angeles Investment Advisors
California
$209K +$209K +2,322 New
SDWMA
706
Schneider Downs Wealth Management Advisors
Pennsylvania
$208K +$208K +2,310 New
PS
707
Planned Solutions
California
$208K +$208K +2,307 New
GWS
708
Glassman Wealth Services
Virginia
$208K -$271 -3 -0.1%
MIM
709
MTM Investment Management
South Carolina
$207K +$207K +2,300 New
ACA
710
Aptus Capital Advisors
Alabama
$207K +$207K +2,292 New
CIBC Private Wealth Group
711
CIBC Private Wealth Group
Georgia
$206K +$206K +2,285 New
TAM
712
Titleist Asset Management
Texas
$205K +$205K +2,278 New
NWM
713
Northcape Wealth Management
New York
$205K +$205K +2,271 New
TIMH
714
Tilt Investment Management Holdings
New York
$205K -$791K -8,769 -79%
GIA
715
Gateway Investment Advisers
Ohio
$203K +$203K +2,252 New
EWM
716
Empirical Wealth Management
Washington
$202K +$202K +2,236 New
ARC
717
Advisor Resource Council
Texas
$201K +$201K +2,229 New
SAM
718
Smartleaf Asset Management
Massachusetts
$200K +$200K +2,195 New
PK
719
Pflug Koory
Nebraska
$200K
DGAM
720
Desjardins Global Asset Management
Quebec, Canada
$194K -$26.1K -290 -12%
SWS
721
SYSTM Wealth Solutions
Illinois
$190K -$31.6K -350 -14%
HFM
722
Harvest Fund Management
China
$186K
FFA
723
Farther Finance Advisors
California
$180K +$77.3K +857 +75%
M
724
MOTCO
Texas
$176K
NP
725
Ninepoint Partners
Ontario, Canada
$164K +$1.26K +14 +0.8%