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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 %
EP
701
Edgestream Partners
New Jersey
$237K -$64.1K -686 -21%
HI
702
Hudock Inc
Pennsylvania
$235K +$654 +7 +0.3%
1WA
703
180 Wealth Advisors
Washington
$234K +$234K +2,506 New
MFWP
704
Mosaic Family Wealth Partners
Missouri
$234K
FT
705
Fiduciary Trust
Massachusetts
$233K
P
706
Pitcairn
Pennsylvania
$230K +$230K +2,462 New
FNBOMD
707
First National Bank of Mount Dora
Florida
$229K
BFEC
708
Benjamin F. Edwards & Company
Missouri
$228K -$56.3K -603 -20%
CI
709
Cambiar Investors
Colorado
$228K -$143K -1,532 -39%
MA
710
Mutual Advisors
Nebraska
$226K -$7.01K -75 -3%
CSIC
711
Clifford Swan Investment Counsel
California
$225K
AIA
712
Angeles Investment Advisors
California
$224K +$6.73K +72 +3%
WPP
713
Whalerock Point Partners
Rhode Island
$223K -$93.4K -1,000 -30%
SVWAG
714
Sound View Wealth Advisors Group
Georgia
$222K
MSAM
715
Moloney Securities Asset Management
Missouri
$219K -$3.27K -35 -1%
RCAG
716
Rehmann Capital Advisory Group
Michigan
$216K -$12.5K -134 -5%
LFA
717
Legacy Financial Advisors
Kentucky
$216K +$216K +2,311 New
SDWMA
718
Schneider Downs Wealth Management Advisors
Pennsylvania
$216K
AIA
719
Armor Investment Advisors
North Carolina
$216K -$26.6K -285 -11%
PS
720
Planned Solutions
California
$216K
MIM
721
MTM Investment Management
South Carolina
$215K
TAM
722
Titleist Asset Management
Texas
$214K +$1.4K +15 +0.7%
EFS
723
Essex Financial Services
Connecticut
$213K +$213K +2,282 New
MAM
724
Mystic Asset Management
Rhode Island
$212K +$212K +2,265 New
CG
725
Cutler Group
California
$210K +$210K +2,253 New