WELL icon

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 %
MPWT
776
MassMutual Private Wealth & Trust
Connecticut
$254K +$5.76K +45 +2%
WA
777
Wealth Alliance
New York
$254K -$12.2K -95 -5%
MG
778
Mather Group
Illinois
$253K +$5.25K +41 +2%
SQA
779
Simon Quick Advisors
New Jersey
$252K +$252K +1,970 New
M
780
MOTCO
Texas
$251K -$34.8K -272 -12%
QWP
781
Quotient Wealth Partners
Texas
$251K +$251K +1,959 New
BCCM
782
Bridge Creek Capital Management
Massachusetts
$250K
EWM
783
Echo Wealth Management
Minnesota
$249K
PFG
784
Prosperity Financial Group
California
$245K +$245K +1,917 New
CAWM
785
Capital Advisors Wealth Management
Washington
$244K +$244K +1,909 New
ODA
786
One Degree Advisors
California
$243K +$243K +1,915 New
SB
787
Strategic Blueprint
Georgia
$242K -$12.4K -97 -5%
9WM
788
9258 Wealth Management
Ohio
$240K +$240K +1,876 New
AC
789
Apella Capital
Connecticut
$239K +$239K +1,883 New
PA
790
Probity Advisors
Texas
$238K +$238K +1,858 New
CA
791
Continuum Advisory
Idaho
$236K +$38.3K +285 +19%
GA
792
Geller Advisors
New York
$236K +$236K +1,842 New
FAFN
793
First Affirmative Financial Network
Colorado
$235K +$235K +1,838 New
CFA
794
Cahill Financial Advisors
Minnesota
$233K +$233K +1,822 New
RCP
795
Rothschild Capital Partners
New York
$232K +$232K +1,814 New
AIA
796
Angeles Investment Advisors
California
$230K +$230K +1,798 New
VR
797
Valued Retirements
Texas
$229K +$229K +1,790 New
XF
798
XML Financial
Maryland
$229K +$229K +1,789 New
CH
799
Cromwell Holdings
Wyoming
$228K
HIC
800
Holderness Investments Company
North Carolina
$228K +$228K +1,777 New