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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 %
AssetMark Inc
726
AssetMark Inc
California
$162K +$162K +1,792 New
PFBT
727
Parkside Financial Bank & Trust
Missouri
$159K +$3.52K +39 +2%
CTA
728
Colonial Trust Advisors
South Carolina
$158K +$180 +2 +0.1%
AF
729
Allworth Financial
California
$154K +$1.17K +13 +0.8%
SWM
730
Spire Wealth Management
Virginia
$150K -$14.1K -157 -9%
PA
731
Pineridge Advisors
Missouri
$148K +$148K +1,645 New
MPWT
732
MassMutual Private Wealth & Trust
Connecticut
$148K -$1.37M -15,235 -90%
HIA
733
Harbor Investment Advisory
Maryland
$144K
HDIM
734
Hanson & Doremus Investment Management
Vermont
$135K
EWA
735
EverSource Wealth Advisors
Alabama
$133K +$8.3K +92 +7%
CFD
736
Creative Financial Designs
Indiana
$129K +$18.9K +210 +17%
TPCW
737
TD Private Client Wealth
New York
$124K -$148K -1,644 -54%
APC
738
Aspire Private Capital
North Carolina
$124K +$271 +3 +0.2%
MCM
739
MV Capital Management
Maryland
$124K +$2.8K +31 +2%
FDCDDQ
740
Federation des caisses Desjardins du Quebec
Quebec, Canada
$117K +$51.4K +570 +78%
AA
741
Alta Advisers
United Kingdom
$117K
M
742
Mirova
France
$116K -$6.94K -77 -6%
TH
743
TCTC Holdings
Texas
$114K
TWC
744
TD Waterhouse Canada
Ontario, Canada
$113K -$29.4K -331 -21%
KFI
745
Key Financial Inc
Pennsylvania
$111K
ZB
746
Zions Bancorporation
Utah
$109K +$90 +1 +0.1%
WIM
747
Westside Investment Management
California
$108K
TFIPS
748
Towarzystwo Funduszy Inwestycyjnych PZU SA
$106K +$106K +1,180 New
SIC
749
SJS Investment Consulting
Ohio
$106K
RIL
750
Rothschild Investment LLC
Illinois
$105K +$105K +1,168 New