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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 %
MGIA
801
Moneta Group Investment Advisors
Missouri
$227K +$227K +1,776 New
CCG
802
Catalina Capital Group
California
$227K +$227K +1,774 New
DWP
803
Daymark Wealth Partners
Ohio
$225K +$225K +1,757 New
GIA
804
Gateway Investment Advisers
Ohio
$225K +$225K +1,754 New
CAM
805
Cidel Asset Management
Ontario, Canada
$224K +$224K +1,751 New
CIBC Private Wealth Group
806
CIBC Private Wealth Group
Georgia
$224K -$35.7K -279 -14%
MWM
807
Modera Wealth Management
New Jersey
$223K +$223K +1,745 New
FCP
808
Fidelis Capital Partners
Florida
$222K +$222K +1,681 New
WEG
809
World Equity Group
Illinois
$221K +$221K +1,729 New
SEIA
810
Signature Estate & Investment Advisors
California
$220K +$220K +1,722 New
IC
811
Iconiq Capital
California
$220K +$220K +1,719 New
ACM
812
Advisors Capital Management
New Jersey
$220K +$220K +1,714 New
CTA
813
Colonial Trust Advisors
South Carolina
$220K
BIG
814
Brooklyn Investment Group
New York
$219K +$219K +1,712 New
SCP
815
Sivia Capital Partners
California
$219K +$219K +1,710 New
LIM
816
Leavell Investment Management
Alabama
$218K +$218K +1,700 New
MC
817
Middleton & Co
Massachusetts
$218K +$218K +1,700 New
LI
818
Lafayette Investments
Maryland
$218K +$218K +1,699 New
CIAS
819
Capital Investment Advisory Services
North Carolina
$216K +$216K +1,690 New
WMA
820
West Michigan Advisors
Michigan
$216K +$216K +1,690 New
CFP
821
Catalyst Financial Partners
Massachusetts
$216K +$216K +1,690 New
WFI
822
West Family Investments
California
$215K +$215K +1,679 New
IF
823
Intrua Financial
Texas
$215K -$445K -3,474 -67%
FNBT
824
FineMark National Bank & Trust
Florida
$212K -$174K -1,359 -45%
FFN
825
Focus Financial Network
Minnesota
$212K +$212K +1,657 New