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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 %
BFC
751
Blue Fin Capital
Rhode Island
$283K
TSMHT
752
Thurston Springer Miller Herd & Titak
Indiana
$279K +$9.22K +72 +3%
EWA
753
EverSource Wealth Advisors
Alabama
$278K +$44.4K +347 +19%
WIM
754
Warwick Investment Management
Texas
$276K +$2.43K +19 +0.9%
SWM
755
Shelton Wealth Management
Texas
$276K +$1.54K +12 +0.6%
Bank Julius Baer & Co
756
Bank Julius Baer & Co
Switzerland
$275K -$104K -767 -27%
CIM
757
Contravisory Investment Management
Massachusetts
$274K -$384 -3 -0.1%
BWFA
758
Baltimore-Washington Financial Advisors
Maryland
$274K -$2.56K -20 -0.9%
WIC
759
Woodmont Investment Counsel
Tennessee
$273K +$273K +2,132 New
TFIPS
760
Towarzystwo Funduszy Inwestycyjnych PZU SA
$273K +$55.1K +430 +25%
VCA
761
Verdence Capital Advisors
Maryland
$272K +$640 +5 +0.2%
AIA
762
Alera Investment Advisors
Illinois
$272K +$272K +2,121 New
SFG
763
SNS Financial Group
Minnesota
$270K
CWM
764
C2C Wealth Management
Arizona
$270K
MA
765
Mutual Advisors
Nebraska
$268K -$15.2K -115 -5%
NWM
766
Northcape Wealth Management
New York
$268K
RFC
767
Regions Financial Corp
Alabama
$267K +$16K +125 +6%
CCA
768
Childress Capital Advisors
Texas
$266K +$1.15K +9 +0.4%
MIS
769
Morningstar Investment Services
Illinois
$264K +$264K +2,076 New
WS
770
Wedbush Securities
California
$261K -$285K -2,229 -52%
MSAM
771
Moloney Securities Asset Management
Missouri
$261K -$38.8K -303 -13%
EW
772
Evoke Wealth
California
$261K +$261K +2,035 New
CC
773
Commons Capital
Massachusetts
$257K +$640 +5 +0.3%
GAG
774
GM Advisory Group
New York
$256K
SPA
775
Sherbrooke Park Advisers
New York
$255K -$657K -5,135 -72%