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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 %
BCMLT
776
Beacon Capital Management LLC (Tennessee)
Tennessee
$71.8K -$8.19K -100 -10%
S
777
Sachetta
Massachusetts
$70.9K +$70.9K +786 New
QC
778
Quent Capital
New York
$68.4K +$2.53K +28 +4%
GI
779
Gradient Investments
Minnesota
$68.1K +$2.98K +33 +5%
GBT
780
Grove Bank & Trust
Florida
$67.6K -$25.2K -280 -27%
LS
781
Livforsakringsbolaget Skandia
Sweden
$67.2K
AGWCA
782
Annis Gardner Whiting Capital Advisors
Florida
$66.4K -$992 -11 -1%
CT
783
Clearstead Trust
Maine
$64.5K
IWP
784
IAG Wealth Partners
Wisconsin
$63.1K
WB
785
Webster Bank
Connecticut
$63.1K
SPWM
786
Spartan Planning & Wealth Management
North Carolina
$62.4K -$151K -1,677 -71%
FHA
787
First Horizon Advisors
Tennessee
$62.3K +$10.9K +121 +21%
LA
788
LM Advisors
California
$62.2K +$62.2K +690 New
GIA
789
GHP Investment Advisors
Colorado
$61.2K -$8.66K -96 -12%
WAG
790
Wiser Advisor Group
Arizona
$57K +$57K +632 New
NFSG
791
Newbridge Financial Services Group
Florida
$54.4K +$90 +1 +0.2%
GWM
792
Geneos Wealth Management
Colorado
$54K -$24.3K -269 -31%
FWM
793
Focused Wealth Management
New York
$53.4K +$90 +1 +0.2%
MIA
794
MeadowBrook Investment Advisors
Michigan
$51.8K +$51.8K +574 New
DMBA
795
Deseret Mutual Benefit Administrators
Utah
$51K -$23.1K -256 -31%
CFO
796
CVA Family Office
Colorado
$50K +$50K +555 New
TCWA
797
Turtle Creek Wealth Advisors
Texas
$49.1K +$49.1K +545 New
CT
798
Colonial Trust
South Carolina
$47.9K
MA
799
MCF Advisors
Kentucky
$47.3K
RA
800
Rational Advisors
New York
$47.2K