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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 %
WPA
776
West Paces Advisors
Georgia
$9.59K
IRC
777
Investors Research Corp
Georgia
$9.5K
CMP
778
Coston McIsaac & Partners
Maine
$9K
AWM
779
Abound Wealth Management
Tennessee
$8.7K -$164 -2 -2%
TAM
780
Tucker Asset Management
Colorado
$8.68K
MSFP
781
Mark Sheptoff Financial Planning
Connecticut
$8.19K -$10.7K -130 -57%
WTA
782
Washington Trust Advisors
Massachusetts
$8.19K -$4.1K -50 -33%
MTIC
783
Missouri Trust & Investment Company
Missouri
$8.19K
KC
784
Kenfarb & Co
Kentucky
$8.19K
LCM
785
Logan Capital Management
Pennsylvania
$8.19K
TCOV
786
Trust Company of Vermont
Vermont
$8.19K
DAM
787
Delta Asset Management
Tennessee
$8.19K
BC
788
Barrett & Company
Rhode Island
$8.19K
CNBTD
789
Citizens National Bank Trust Department
Mississippi
$6.8K
RTL
790
Red Tortoise LLC
Georgia
$6.64K
PWMG
791
Prestige Wealth Management Group
New Jersey
$6.39K
SFA
792
Semmax Financial Advisors
North Carolina
$5.3K +$5.3K +62 New
FRA
793
Front Row Advisors
California
$4.75K
FGA
794
Fortis Group Advisors
New Jersey
$4.1K +$4.1K +50 New
SVCP
795
Silicon Valley Capital Partners
California
$3.3K
MFT
796
Moisand Fitzgerald Tamayo
Florida
$3.03K
PGAM
797
Princeton Global Asset Management
New Jersey
$3.03K
PVH
798
Psagot Value Holdings
Israel
$3K +$3K +31 New
BWS
799
Buck Wealth Strategies
Colorado
$2.91K +$81 +1 +3%
LF
800
Lee Financial
Texas
$2.87K