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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 %
HAIM
826
Hunter Associates Investment Management
Pennsylvania
$212K +$212K +1,650 New
LIG
827
Lokken Investment Group
Delaware
$212K +$212K +1,654 New
AWM
828
Aberdeen Wealth Management
Illinois
$211K +$211K +1,650 New
MBTD
829
Mechanics Bank - Trust Department
California
$211K +$211K +1,649 New
AWM
830
Accurate Wealth Management
Florida
$211K +$211K +1,630 New
PCP
831
Proficio Capital Partners
Massachusetts
$209K -$271K -2,113 -56%
AWM
832
AE Wealth Management
Kansas
$207K -$155K -1,211 -43%
WKWM
833
Walter & Keenan Wealth Management
Indiana
$207K +$207K +1,613 New
SCA
834
Stonebridge Capital Advisors
Minnesota
$206K +$206K +1,608 New
GSEP
835
Golden State Equity Partners
California
$206K -$150K -1,175 -42%
HIA
836
Harbor Investment Advisory
Maryland
$204K -$384 -3 -0.2%
BCMLT
837
Beacon Capital Management LLC (Tennessee)
Tennessee
$204K +$27.1K +212 +15%
RPWA
838
Regent Peak Wealth Advisors
Georgia
$204K +$204K +1,590 New
TPCW
839
TD Private Client Wealth
New York
$203K +$4.74K +37 +2%
LWM
840
Liberty Wealth Management
California
$203K +$203K +1,587 New
BWL
841
Bogart Wealth LLC
Virginia
$194K
RTC
842
Riverview Trust Company
Washington
$193K -$9.99K -78 -5%
FC
843
Fairscale Capital
New Hampshire
$192K
HDIM
844
Hanson & Doremus Investment Management
Vermont
$192K
AA
845
Alta Advisers
United Kingdom
$179K +$12.8K +100 +8%
PFBT
846
Parkside Financial Bank & Trust
Missouri
$178K +$2.56K +20 +1%
MCM
847
MV Capital Management
Maryland
$177K +$768 +6 +0.4%
APC
848
Aspire Private Capital
North Carolina
$177K +$384 +3 +0.2%
RIL
849
Rothschild Investment LLC
Illinois
$172K +$3.2K +25 +2%
KFI
850
Key Financial Inc
Pennsylvania
$158K +$640 +5 +0.4%