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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 %
JFA
926
JNBA Financial Advisors
Minnesota
$38.5K
IWP
927
IAG Wealth Partners
Wisconsin
$38.4K
CA
928
Centerpoint Advisors
Massachusetts
$38K
RA
929
Rise Advisors
New York
$37.8K +$256 +2 +0.7%
FFO
930
Fortitude Family Office
Arizona
$37K +$9.99K +78 +37%
BIA
931
Bell Investment Advisors
California
$36.2K -$896 -7 -2%
TH
932
TCTC Holdings
Texas
$36.1K -$125K -980 -78%
MIM
933
Manitou Investment Management
Ontario, Canada
$34.6K
TCM
934
TruNorth Capital Management
Michigan
$33.4K
GKIM
935
GW&K Investment Management
Massachusetts
$33K +$7.29K +57 +28%
AWM
936
Avior Wealth Management
Nebraska
$32.2K +$384 +3 +1%
CTWM
937
Cherry Tree Wealth Management
Minnesota
$32K
NB
938
NBT Bank
New York
$29.9K +$11.9K +93 +66%
SIC
939
Salem Investment Counselors
North Carolina
$29.6K
BWAM
940
Boyd Watterson Asset Management
Ohio
$29.2K
OA
941
Operose Advisors
Wisconsin
$28.8K
FP
942
Financial Perspectives
Minnesota
$27.7K
HCM
943
Hollencrest Capital Management
California
$27.5K
OIA
944
Optimum Investment Advisors
Illinois
$27.2K -$89.7K -700 -77%
SS
945
Sunbelt Securities
Texas
$26.8K -$18.7K -146 -41%
SIS
946
Strategic Investment Solutions
Illinois
$26.2K
PA
947
PSI Advisors
Florida
$26K
TCPG
948
Trivant Custom Portfolio Group
California
$25.6K
GTAM
949
Global Trust Asset Management
Florida
$25.6K
SIS
950
Sound Income Strategies
Florida
$24.5K +$1.92K +15 +9%