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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 %
FT
726
Fiduciary Trust
Massachusetts
$311K -$8.45K -66 -3%
AFA
727
AA Financial Advisors
Ohio
$310K +$6.15K +48 +2%
RCAG
728
Rehmann Capital Advisory Group
Michigan
$309K +$16.8K +131 +6%
KP
729
Keel Point
Alabama
$309K -$11.3K -88 -4%
CSIC
730
Clifford Swan Investment Counsel
California
$308K
CFB
731
Cullen/Frost Bankers
Texas
$308K +$25.9K +202 +9%
WPP
732
Whalerock Point Partners
Rhode Island
$306K
PWM
733
Perigon Wealth Management
California
$306K +$306K +2,389 New
TNA
734
True North Advisors
Texas
$304K
TCM
735
Tuttle Capital Management
Connecticut
$303K +$39.6K +309 +15%
ASN
736
Advisory Services Network
Georgia
$303K
SGI
737
Summit Global Investments
Utah
$302K -$59.5K -465 -16%
SDWMA
738
Schneider Downs Wealth Management Advisors
Pennsylvania
$296K
GLA
739
Great Lakes Advisors
Illinois
$296K +$296K +2,310 New
PS
740
Planned Solutions
California
$295K
TAM
741
Titleist Asset Management
Texas
$295K
MAM
742
Mystic Asset Management
Rhode Island
$290K
CFG
743
Carr Financial Group
Massachusetts
$290K +$1.41K +11 +0.5%
LAM
744
L2 Asset Management
Massachusetts
$289K +$9.73K +76 +3%
MIM
745
MTM Investment Management
South Carolina
$289K
AA
746
AlphaMark Advisors
Kentucky
$288K +$288K +2,250 New
WWM
747
Western Wealth Management
Colorado
$287K +$27.7K +216 +11%
OCM
748
Orion Capital Management
California
$284K
PK
749
Pflug Koory
Nebraska
$284K +$284K +2,215 New
LSIA
750
LaSalle St. Investment Advisors
Illinois
$283K -$2.43K -19 -0.8%