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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 %
CWM
826
Compass Wealth Management
Connecticut
$37.4K
ACA
827
Atlas Capital Advisors
Wyoming
$36.8K -$4.21K -45 -10%
SA
828
Scarborough Advisors
Maryland
$36.6K +$187 +2 +0.5%
ADL
829
Asset Dedication LLC
California
$33K +$10.8K +115 +49%
BTI
830
Blue Trust Inc
Georgia
$33K -$66.9K -716 -67%
SS
831
Sunbelt Securities
Texas
$33K +$280 +3 +0.9%
PGAM
832
Princeton Global Asset Management
New Jersey
$32.7K +$32.7K +350 New
SCM
833
Silvant Capital Management
Georgia
$32.5K
NFSG
834
Newbridge Financial Services Group
Florida
$32.1K -$24.3K -260 -43%
BGAI
835
Bruce G. Allen Investments
Colorado
$32.1K +$5.7K +61 +22%
PSB
836
Piscataqua Savings Bank
New Hampshire
$31.6K
MCM
837
Manchester Capital Management
Vermont
$30.7K +$23.7K +254 +339%
WFA
838
West Financial Advisors
Iowa
$29.9K
JFA
839
JNBA Financial Advisors
Minnesota
$28.1K
HGERS
840
Householder Group Estate & Retirement Specialist
Arizona
$28K -$18.7K -200 -40%
RA
841
Rise Advisors
New York
$27.2K +$27.2K +291 New
BIA
842
Bell Investment Advisors
California
$26.5K -$561 -6 -2%
MIM
843
Manitou Investment Management
Ontario, Canada
$25.2K
HWA
844
HHM Wealth Advisors
Tennessee
$25.2K
C
845
Covestor
United Kingdom
$25K
WAS
846
Winch Advisory Services
Wisconsin
$23.6K +$187 +2 +0.8%
CTWM
847
Cherry Tree Wealth Management
Minnesota
$23.4K
YAL
848
Your Advocates Ltd
Texas
$23.4K +$23.4K +250 New
SIC
849
Salem Investment Counselors
North Carolina
$21.6K -$18.1K -194 -46%
BWAM
850
Boyd Watterson Asset Management
Ohio
$21.3K