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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 %
CSB
776
City State Bank
Iowa
$99K
PAM
777
Paradigm Asset Management
New York
$97K
IA
778
IFP Advisors
Florida
$96K +$8.78K +94 +10%
BWP
779
Baldwin Wealth Partners
Massachusetts
$93.4K
NS
780
NBC Securities
Alabama
$89K
PO
781
Private Ocean
California
$88.6K
BG
782
Bollard Group
Massachusetts
$87K
OIA
783
Optimum Investment Advisors
Illinois
$85.1K +$93 +1 +0.1%
GEA
784
Glen Eagle Advisors
New Jersey
$81.8K +$5.33K +57 +7%
MHR
785
Matthew Hamilton Rosenberg
$81.2K
WT
786
Washington Trust
Rhode Island
$79.4K
TC
787
Trust Company
Kansas
$79.4K
NSIM
788
North Star Investment Management
Illinois
$79.3K +$31.1K +333 +65%
VNA
789
Valley National Advisers
Pennsylvania
$78K -$7.89K -85 -9%
PFA
790
Pathway Financial Advisers
Indiana
$76.5K -$12.3K -131 -14%
PTC
791
Private Trust Company
Ohio
$75.5K -$1.59K -17 -2%
FUBT
792
First United Bank & Trust
Maryland
$74.8K -$8.41K -90 -10%
Acadian Asset Management
793
Acadian Asset Management
Massachusetts
$71K -$342K -3,700 -83%
QC
794
Quent Capital
New York
$70.9K
S
795
Sachetta
Massachusetts
$70.9K
FHA
796
First Horizon Advisors
Tennessee
$70.4K +$5.79K +62 +9%
GBT
797
Grove Bank & Trust
Florida
$70.1K
LS
798
Livforsakringsbolaget Skandia
Sweden
$69.5K
CT
799
Clearstead Trust
Maine
$66.8K
IWP
800
IAG Wealth Partners
Wisconsin
$65.4K