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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 %
SWM
751
Spire Wealth Management
Virginia
$159K +$2.52K +27 +2%
HIA
752
Harbor Investment Advisory
Maryland
$149K
RTC
753
Riverview Trust Company
Washington
$148K +$148K +1,582 New
CA
754
Continuum Advisory
Idaho
$146K +$146K +1,471 New
HDIM
755
Hanson & Doremus Investment Management
Vermont
$140K
TPCW
756
TD Private Client Wealth
New York
$136K +$7.01K +75 +5%
CA
757
Cornerstone Advisors
North Carolina
$131K +$131K +1,400 New
APC
758
Aspire Private Capital
North Carolina
$128K +$280 +3 +0.2%
MCM
759
MV Capital Management
Maryland
$128K -$187 -2 -0.1%
SIC
760
SJS Investment Consulting
Ohio
$127K +$17.1K +183 +16%
BCMLT
761
Beacon Capital Management LLC (Tennessee)
Tennessee
$126K +$43.9K +470 +54%
PFBT
762
Parkside Financial Bank & Trust
Missouri
$126K -$39.2K -420 -24%
AA
763
Alta Advisers
United Kingdom
$121K
M
764
Mirova
France
$120K
TH
765
TCTC Holdings
Texas
$118K
TWC
766
TD Waterhouse Canada
Ontario, Canada
$115K -$819 -9 -0.7%
KFI
767
Key Financial Inc
Pennsylvania
$115K
RIL
768
Rothschild Investment LLC
Illinois
$111K +$1.87K +20 +2%
WIM
769
Westside Investment Management
California
$111K
ZB
770
Zions Bancorporation
Utah
$110K -$2.43K -26 -2%
IGWM
771
ICA Group Wealth Management
Colorado
$107K +$3.46K +37 +3%
CAL
772
Capital Analysts LLC
Pennsylvania
$106K +$187 +2 +0.2%
DWM
773
Dogwood Wealth Management
Kansas
$105K +$24.1K +258 +30%
AIM
774
Arcadia Investment Management
Michigan
$103K
AF
775
Advisornet Financial
Minnesota
$100K +$654 +7 +0.7%