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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 %
EL
751
EMFO LLC
Florida
$104K
CAL
752
Capital Analysts LLC
Pennsylvania
$102K -$5.78K -64 -5%
IGWM
753
ICA Group Wealth Management
Colorado
$100K +$100K +1,112 New
AIM
754
Arcadia Investment Management
Michigan
$99.3K
LFG
755
Larson Financial Group
Missouri
$99.2K -$271 -3 -0.3%
AF
756
Advisornet Financial
Minnesota
$95.8K +$31.3K +347 +48%
CSB
757
City State Bank
Iowa
$95K
WTG
758
West Tower Group
Virginia
$94.9K +$94.9K +1,053 New
PAM
759
Paradigm Asset Management
New York
$93.6K
BWP
760
Baldwin Wealth Partners
Massachusetts
$90.2K -$424K -4,700 -82%
BTI
761
Blue Trust Inc
Georgia
$87K +$61.7K +758 +244%
NS
762
NBC Securities
Alabama
$86K -$24K -268 -22%
PFA
763
Pathway Financial Advisers
Indiana
$85.6K +$180 +2 +0.2%
PO
764
Private Ocean
California
$85.5K
IA
765
IFP Advisors
Florida
$84.3K -$11.3K -125 -12%
BG
766
Bollard Group
Massachusetts
$84K
VNA
767
Valley National Advisers
Pennsylvania
$83K +$16.2K +180 +24%
OIA
768
Optimum Investment Advisors
Illinois
$82K +$180 +2 +0.2%
FUBT
769
First United Bank & Trust
Maryland
$80.3K +$80.3K +890 New
MHR
770
Matthew Hamilton Rosenberg
$79.6K -$3.52K -39 -4%
DWM
771
Dogwood Wealth Management
Kansas
$77.8K +$77.8K +863 New
WT
772
Washington Trust
Rhode Island
$76.6K
TC
773
Trust Company
Kansas
$76.6K
PTC
774
Private Trust Company
Ohio
$74.4K +$24.2K +268 +48%
GEA
775
Glen Eagle Advisors
New Jersey
$73.9K