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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 %
CFB
726
Cullen/Frost Bankers
Texas
$210K -$18.7K -200 -8%
PK
727
Pflug Koory
Nebraska
$207K
BFC
728
Blue Fin Capital
Rhode Island
$207K +$207K +2,210 New
ICG
729
InterOcean Capital Group
Tennessee
$206K -$20.4K -218 -9%
SIA
730
Sit Investment Associates
Minnesota
$205K +$205K +2,195 New
JCM
731
Jacobi Capital Management
Pennsylvania
$205K +$205K +2,194 New
AAIS
732
ABN AMRO Investment Solutions
$204K +$204K +2,180 New
SB
733
Strategic Blueprint
Georgia
$203K +$203K +2,176 New
EWM
734
Empirical Wealth Management
Washington
$203K -$5.7K -61 -3%
BL
735
Balentine LLC
Georgia
$203K +$203K +2,173 New
SF
736
Synovus Financial
Georgia
$202K +$202K +2,157 New
BWFA
737
Baltimore-Washington Financial Advisors
Maryland
$202K -$112K -1,197 -36%
FFA
738
Farther Finance Advisors
California
$187K +$3.59K +39 +2%
AF
739
Allworth Financial
California
$185K +$25.5K +273 +16%
CIBC Private Wealth Group
740
CIBC Private Wealth Group
Georgia
$183K -$26.8K -291 -13%
SWS
741
SYSTM Wealth Solutions
Illinois
$182K -$15.2K -163 -8%
M
742
MOTCO
Texas
$179K -$3.74K -40 -2%
EWA
743
EverSource Wealth Advisors
Alabama
$178K +$37.5K +394 +27%
MG
744
Mather Group
Illinois
$175K +$175K +1,945 New
AssetMark Inc
745
AssetMark Inc
California
$174K +$6.17K +66 +4%
NP
746
Ninepoint Partners
Ontario, Canada
$170K
MPWT
747
MassMutual Private Wealth & Trust
Connecticut
$163K +$9.44K +101 +6%
CTA
748
Colonial Trust Advisors
South Carolina
$161K -$2.43K -26 -1%
PA
749
Pineridge Advisors
Missouri
$160K +$6.45K +69 +4%
TFIPS
750
Towarzystwo Funduszy Inwestycyjnych PZU SA
$159K +$48.6K +520 +44%