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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 %
WB
801
Webster Bank
Connecticut
$65.4K
GIA
802
GHP Investment Advisors
Colorado
$63.4K
AGWCA
803
Annis Gardner Whiting Capital Advisors
Florida
$62.6K -$6.17K -66 -9%
WAG
804
Wiser Advisor Group
Arizona
$59.4K +$281 +3 +0.5%
AWM
805
Avior Wealth Management
Nebraska
$58.5K +$47K +502 +408%
GWM
806
Geneos Wealth Management
Colorado
$56.1K +$93 +1 +0.2%
CFD
807
Creative Financial Designs
Indiana
$55.3K -$78.6K -842 -59%
MIA
808
MeadowBrook Investment Advisors
Michigan
$53.6K
QL
809
Quarry LP
New York
$53.5K +$53.5K +573 New
GI
810
Gradient Investments
Minnesota
$53.1K -$17.5K -187 -25%
DMBA
811
Deseret Mutual Benefit Administrators
Utah
$52.9K
CFO
812
CVA Family Office
Colorado
$52.3K +$467 +5 +0.9%
CT
813
Colonial Trust
South Carolina
$49.6K
MA
814
MCF Advisors
Kentucky
$49.3K +$374 +4 +0.8%
RA
815
Rational Advisors
New York
$49K
SIS
816
Sound Income Strategies
Florida
$47.6K +$31.2K +334 +191%
CAM
817
Creekmur Asset Management
Illinois
$47.1K
MCM
818
MidAtlantic Capital Management
Virginia
$46.7K
AFS
819
Annapolis Financial Services
Maryland
$46.7K
HPC
820
HM Payson & Co
Maine
$46.7K
OWA
821
Opal Wealth Advisors
New York
$43K +$43K +461 New
FWM
822
FSA Wealth Management
Massachusetts
$42.6K +$280 +3 +0.7%
PB
823
Pinnacle Bancorp
Nebraska
$42K
AAP
824
Arax Advisory Partners
Colorado
$38.4K -$1.12K -12 -3%
LFG
825
Larson Financial Group
Missouri
$37.4K -$65.4K -700 -64%