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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 %
QC
876
Quent Capital
New York
$97.2K
BGAI
877
Bruce G. Allen Investments
Colorado
$95.4K -$2.56K -20 -3%
HWA
878
HHM Wealth Advisors
Tennessee
$89.6K
WB
879
Webster Bank
Connecticut
$89.6K
CT
880
Clearstead Trust
Maine
$89K -$2.56K -20 -3%
GBT
881
Grove Bank & Trust
Florida
$88.2K +$3.71K +29 +4%
WAG
882
Wiser Advisor Group
Arizona
$82.4K +$384 +3 +0.5%
LFG
883
Larson Financial Group
Missouri
$81.4K +$81.4K +636 New
GEA
884
Glen Eagle Advisors
New Jersey
$80.2K
FHA
885
First Horizon Advisors
Tennessee
$78.9K -$42.9K -335 -35%
C
886
Covestor
United Kingdom
$77K +$43K +336 +126%
CFO
887
CVA Family Office
Colorado
$74K +$1.66K +13 +2%
MIA
888
MeadowBrook Investment Advisors
Michigan
$73.5K
DMBA
889
Deseret Mutual Benefit Administrators
Utah
$72.5K
CFD
890
Creative Financial Designs
Indiana
$71.5K -$4.22K -33 -6%
BTC
891
Bank & Trust Company
Illinois
$70.4K
DJSG
892
D.J. St. Germain
Massachusetts
$70.4K +$70.4K +550 New
HPC
893
HM Payson & Co
Maine
$68.5K +$4.48K +35 +7%
MA
894
MCF Advisors
Kentucky
$67.1K -$512 -4 -0.8%
AAP
895
Arax Advisory Partners
Colorado
$66.3K +$1.15K +9 +2%
VWM
896
Venturi Wealth Management
Texas
$65K +$31.1K +243 +92%
CAM
897
Creekmur Asset Management
Illinois
$64.6K
MCM
898
MidAtlantic Capital Management
Virginia
$64K
NSIM
899
North Star Investment Management
Illinois
$64K
AFS
900
Annapolis Financial Services
Maryland
$64K