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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 %
PPC
876
Park Place Capital
Alabama
$14.1K +$187 +2 +1%
CT
877
Cambridge Trust
Massachusetts
$14K
BFS
878
Burkett Financial Services
South Carolina
$13.3K +$93 +1 +0.7%
CWP
879
Concord Wealth Partners
Virginia
$13.1K
NB
880
NBT Bank
New York
$13.1K
FMP
881
Financial Management Professionals
Texas
$13K -$3.82K -40 -23%
HBW
882
Hazlett, Burt & Watson
West Virginia
$13K
PWA
883
Provenance Wealth Advisors
Florida
$13K
EWM
884
Evermay Wealth Management
Virginia
$12.8K -$467 -5 -4%
AFG
885
Albion Financial Group
Utah
$12.6K
RCM
886
Raleigh Capital Management
North Carolina
$12.6K -$12.6K -135 -50%
WPA
887
West Paces Advisors
Georgia
$12.6K
MRCM
888
M&R Capital Management
New Jersey
$12.6K
CFFP
889
Center for Financial Planning
Michigan
$12.4K
AT
890
Arlington Trust
Alabama
$12.2K -$4.02K -43 -25%
WWM
891
Wolff Wiese Magana
California
$12K
OLVIG
892
Oliver Lagore Vanvalin Investment Group
Michigan
$10.7K -$12.9K -138 -55%
AWM
893
Abound Wealth Management
Tennessee
$10.4K +$559 +6 +6%
CMP
894
Coston McIsaac & Partners
Maine
$10K
TAM
895
Tucker Asset Management
Colorado
$9.91K
CPBTD
896
Central Pacific Bank - Trust Division
Hawaii
$9.57K +$9.57K +104 New
DAM
897
Delta Asset Management
Tennessee
$9.34K
BC
898
Barrett & Company
Rhode Island
$9.34K
WTA
899
Washington Trust Advisors
Massachusetts
$9.34K
LCM
900
Logan Capital Management
Pennsylvania
$9.34K