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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 %
VNA
901
Valley National Advisers
Pennsylvania
$64K -$41.2K -325 -39%
JIP
902
Jaffetilchin Investment Partners
Florida
$62.6K +$62.6K +489 New
OP
903
ORG Partners
Indiana
$61.2K -$256 -2 -0.4%
MCM
904
Manchester Capital Management
Vermont
$59.9K
SWM
905
Spire Wealth Management
Virginia
$59.5K +$256 +2 +0.4%
FWM
906
FSA Wealth Management
Massachusetts
$59K +$59K +461 New
PB
907
Pinnacle Bancorp
Nebraska
$57.6K
RA
908
Rational Advisors
New York
$56.6K -$7.17K -56 -11%
EC
909
Elequin Capital
New York
$53.6K +$31.4K +245 +141%
FCA
910
FinTrust Capital Advisors
South Carolina
$53K -$1.92K -15 -3%
CWM
911
Compass Wealth Management
Connecticut
$51.2K
MFC
912
Mechanics Financial Corp
Ohio
$51.2K +$51.2K +400 New
ACA
913
Atlas Capital Advisors
Wyoming
$50.4K
ATS
914
Ashton Thomas Securities
New York
$49.8K +$49.8K +389 New
S
915
Sachetta
Massachusetts
$48.5K +$38.4K +300 +380%
ADL
916
Asset Dedication LLC
California
$44.9K -$5.63K -44 -11%
SCM
917
Silvant Capital Management
Georgia
$44.6K
PTC
918
Private Trust Company
Ohio
$44.4K -$1.15K -9 -3%
PSB
919
Piscataqua Savings Bank
New Hampshire
$43.3K
IBOK
920
Independence Bank of Kentucky
Kentucky
$42.6K +$42.6K +333 New
NFSG
921
Newbridge Financial Services Group
Florida
$41.4K -$2.56K -20 -6%
FMP
922
Financial Management Professionals
Texas
$41K +$2.06K +16 +5%
WFA
923
West Financial Advisors
Iowa
$41K
MAM
924
Meeder Asset Management
Ohio
$39.9K +$3.71K +29 +10%
CA
925
Claris Advisors
Missouri
$39.3K +$39.3K +307 New