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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 %
FFO
851
Fortitude Family Office
Arizona
$21.1K +$3.27K +35 +18%
OA
852
Operose Advisors
Wisconsin
$21K
EC
853
Elequin Capital
New York
$20.3K +$20.3K +217 New
FP
854
Financial Perspectives
Minnesota
$20.2K
HCM
855
Hollencrest Capital Management
California
$20.1K
EC
856
EntryPoint Capital
New York
$19.6K -$6.73K -72 -26%
NCTC
857
New Covenant Trust Company
Indiana
$19.3K +$19.3K +207 New
PA
858
PSI Advisors
Florida
$19K
TCPG
859
Trivant Custom Portfolio Group
California
$18.7K
GTAM
860
Global Trust Asset Management
Florida
$18.7K
MAM
861
MMA Asset Management
Pennsylvania
$18.6K +$18.6K +199 New
CA
862
Crewe Advisors
Utah
$18.2K +$18.2K +195 New
AAG
863
Armstrong Advisory Group
Massachusetts
$17.3K
ME
864
McIlrath & Eck
Washington
$17.2K
BONH
865
Bank of New Hampshire
New Hampshire
$17K
JWA
866
JFS Wealth Advisors
Pennsylvania
$16.5K +$14.7K +157 +785%
GKIM
867
GW&K Investment Management
Massachusetts
$16K -$476 -5 -3%
SN
868
Sittner & Nelson
Oregon
$16K
JWM
869
Janiczek Wealth Management
Colorado
$15.7K
BAM
870
Bellevue Asset Management
Washington
$15.6K +$93 +1 +0.6%
AEPWM
871
Atlantic Edge Private Wealth Management
Florida
$15.5K
TCOV
872
Trust Company of Vermont
Vermont
$15.3K +$5.89K +63 +62%
CAL
873
Capital Advisors Ltd
Ohio
$15K +$860 +9 +6%
FCA
874
FinTrust Capital Advisors
South Carolina
$14.7K -$17.3K -185 -54%
BBHC
875
Brown Brothers Harriman & Co
New York
$14.1K -$12.4K -133 -47%