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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 %
SWP
701
Strategic Wealth Partners
Ohio
$341K -$7.17K -56 -2%
AI
702
Atom Investors
Texas
$340K +$20.5K +160 +6%
HIC
703
Hartline Investment Corp
Illinois
$340K
EFS
704
Essex Financial Services
Connecticut
$339K +$3.38K +26 +1%
FAG
705
Fortitude Advisory Group
Washington
$337K -$14.1K -110 -4%
WSFS
706
Wilmington Savings Fund Society
Delaware
$337K +$337K +2,631 New
Koshinski Asset Management
707
Koshinski Asset Management
Illinois
$334K -$6.4K -50 -2%
RFA
708
Register Financial Advisors
Georgia
$333K
SIAG
709
Safeguard Investment Advisory Group
California
$331K +$1.92K +15 +0.6%
BF
710
BOK Financial
Oklahoma
$330K +$126 +1 +0%
WBG
711
Wharton Business Group
Pennsylvania
$327K
PPA
712
Painted Porch Advisors
California
$326K
AC
713
Avestar Capital
New York
$325K +$29.7K +232 +10%
MW
714
Marcum Wealth
Ohio
$324K +$9.6K +75 +3%
LC
715
Lindbrook Capital
California
$324K +$1.02K +8 +0.3%
CSC
716
Caldwell Sutter Capital
California
$323K -$1.28K -10 -0.4%
BPFA
717
Barnes Pettey Financial Advisors
Mississippi
$320K
MFWP
718
Mosaic Family Wealth Partners
Missouri
$320K -$3.84K -30 -1%
SF
719
Summit Financial
New Jersey
$317K +$317K +2,476 New
HI
720
Hudock Inc
Pennsylvania
$317K -$5.76K -45 -2%
AWE
721
Avidian Wealth Enterprises
Texas
$317K +$317K +2,474 New
FNBOMD
722
First National Bank of Mount Dora
Florida
$314K
JCM
723
Jacobi Capital Management
Pennsylvania
$313K +$10.4K +81 +3%
CI
724
Cambiar Investors
Colorado
$312K
BWP
725
BSW Wealth Partners
Colorado
$311K +$54.5K +426 +21%