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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 %
C
726
Covestor
United Kingdom
$26K -$486 -6 -2%
HT
727
Headlands Technologies
Illinois
$25.6K +$21.2K +259 +480%
BIA
728
Bell Investment Advisors
California
$25.1K -$1.64K -20 -6%
BTI
729
Blue Trust Inc
Georgia
$25K +$4.02K +50 +19%
JFA
730
JNBA Financial Advisors
Minnesota
$24.6K
HWA
731
HHM Wealth Advisors
Tennessee
$23.6K
MIM
732
Manitou Investment Management
Ontario, Canada
$22.1K
PA
733
PSI Advisors
Florida
$21.5K
OLVIG
734
Oliver Lagore Vanvalin Investment Group
Michigan
$20.6K +$82 +1 +0.4%
CTWM
735
Cherry Tree Wealth Management
Minnesota
$20.5K
AIM
736
Anchor Investment Management
South Carolina
$20.5K
EARNEST Partners
737
EARNEST Partners
Georgia
$20.5K
NL
738
NVWM LLC
Pennsylvania
$20.1K
WAS
739
Winch Advisory Services
Wisconsin
$20K +$160 +2 +0.8%
ADL
740
Asset Dedication LLC
California
$20K +$8.05K +95 +67%
CAS
741
Coppell Advisory Solutions
Texas
$19.7K
OP
742
ORG Partners
Indiana
$19.6K -$10.2K -125 -34%
RCM
743
Raleigh Capital Management
North Carolina
$19.5K -$818 -10 -4%
SIC
744
Salem Investment Counselors
North Carolina
$18.9K
BWAM
745
Boyd Watterson Asset Management
Ohio
$18.7K
CAC
746
Core Alternative Capital
Georgia
$17.8K
FP
747
Financial Perspectives
Minnesota
$17.7K
HCM
748
Hollencrest Capital Management
California
$17.6K
AAG
749
Armstrong Advisory Group
Massachusetts
$16.5K
TCPG
750
Trivant Custom Portfolio Group
California
$16.4K