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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
15.15%
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 %
SIA
851
Sit Investment Associates
Minnesota
$154K -$108K -845 -41%
WT
852
Washington Trust
Rhode Island
$154K +$44.8K +350 +41%
TCOV
853
Trust Company of Vermont
Vermont
$152K +$139K +1,088 +1,088%
CT
854
Colonial Trust
South Carolina
$152K +$53.3K +416 +54%
TWC
855
TD Waterhouse Canada
Ontario, Canada
$151K -$14.7K -115 -9%
GXJ
856
Global X Japan
Japan
$142K -$39.8K -311 -22%
AIM
857
Arcadia Investment Management
Michigan
$141K
WIM
858
Westside Investment Management
California
$138K
AF
859
Advisornet Financial
Minnesota
$137K +$512 +4 +0.4%
CSB
860
City State Bank
Iowa
$135K
SIC
861
SJS Investment Consulting
Ohio
$134K -$32.4K -253 -19%
FCM
862
Fourpath Capital Management
Oklahoma
$133K +$133K +1,036 New
ZB
863
Zions Bancorporation
Utah
$132K -$5.51K -43 -4%
T
864
TOBAM
France
$131K
BWP
865
Baldwin Wealth Partners
Massachusetts
$128K
BG
866
Bollard Group
Massachusetts
$119K
MHR
867
Matthew Hamilton Rosenberg
$113K +$9.6K +75 +9%
IA
868
IFP Advisors
Florida
$113K -$8.58K -67 -7%
NS
869
NBC Securities
Alabama
$111K -$11.9K -93 -10%
AGWCA
870
Annis Gardner Whiting Capital Advisors
Florida
$109K +$13.1K +102 +14%
PGAM
871
Princeton Global Asset Management
New Jersey
$106K +$61.3K +479 +137%
PFA
872
Pathway Financial Advisers
Indiana
$105K +$128 +1 +0.1%
FUBT
873
First United Bank & Trust
Maryland
$102K
CF
874
Centaurus Financial
California
$101K +$101K +788 New
GIA
875
GHP Investment Advisors
Colorado
$99.2K +$12.3K +96 +14%