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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 %
TCPG
751
Trivant Custom Portfolio Group
California
$16.4K
FGAM
752
Financial Gravity Asset Management
Texas
$16K +$16K +459 New
MCM
753
Manchester Capital Management
Vermont
$15.6K -$246 -3 -2%
NC
754
NewSquare Capital
Pennsylvania
$15.2K +$6.31K +77 +71%
ME
755
McIlrath & Eck
Washington
$15.1K
BONH
756
Bank of New Hampshire
New Hampshire
$14.9K
MCA
757
Maryland Capital Advisors
Maryland
$14.5K
SIS
758
Sound Income Strategies
Florida
$14.3K
SN
759
Sittner & Nelson
Oregon
$14K
FMP
760
Financial Management Professionals
Texas
$14K +$2.75K +34 +24%
JWM
761
Janiczek Wealth Management
Colorado
$13.6K
BAM
762
Bellevue Asset Management
Washington
$13.5K +$82 +1 +0.6%
IAS
763
IMA Advisory Services
Colorado
$12.7K
CT
764
Cambridge Trust
Massachusetts
$12.3K
CAL
765
Capital Advisors Ltd
Ohio
$12K -$81 -1 -0.7%
HBW
766
Hazlett, Burt & Watson
West Virginia
$12K
GKIM
767
GW&K Investment Management
Massachusetts
$12K +$671 +8 +6%
PPC
768
Park Place Capital
Alabama
$11.9K
CWP
769
Concord Wealth Partners
Virginia
$11.4K +$82 +1 +0.7%
EWM
770
Evermay Wealth Management
Virginia
$11.2K
AFG
771
Albion Financial Group
Utah
$11.1K
MRCM
772
M&R Capital Management
New Jersey
$11.1K
CFFP
773
Center for Financial Planning
Michigan
$10.9K
WWM
774
Wolff Wiese Magana
California
$10.5K
AWM
775
Avior Wealth Management
Nebraska
$10.1K +$82 +1 +0.8%