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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 %
AAG
951
Armstrong Advisory Group
Massachusetts
$24.5K
CAL
952
Capital Advisors Ltd
Ohio
$24K
ME
953
McIlrath & Eck
Washington
$23.6K
BONH
954
Bank of New Hampshire
New Hampshire
$23.3K
GWSG
955
GPS Wealth Strategies Group
Colorado
$22.5K -$2.18K -17 -9%
BLC
956
Brown, Lisle/Cummings
Rhode Island
$22.4K +$22.4K +175 New
SN
957
Sittner & Nelson
Oregon
$21.9K
BAM
958
Bellevue Asset Management
Washington
$21.6K +$128 +1 +0.6%
RCM
959
Raleigh Capital Management
North Carolina
$21.6K +$1.41K +11 +7%
AEPWM
960
Atlantic Edge Private Wealth Management
Florida
$21.3K
PPC
961
Park Place Capital
Alabama
$19.3K
HEIP
962
Hudson Edge Investment Partners
New Jersey
$19.2K
BFS
963
Burkett Financial Services
South Carolina
$18.4K
HBW
964
Hazlett, Burt & Watson
West Virginia
$18K
PWA
965
Provenance Wealth Advisors
Florida
$17.8K
AFG
966
Albion Financial Group
Utah
$17.3K
MRCM
967
M&R Capital Management
New Jersey
$17.3K
CFFP
968
Center for Financial Planning
Michigan
$17K
FNWA
969
Financial Network Wealth Advisors
Utah
$17K +$768 +6 +5%
AT
970
Arlington Trust
Alabama
$16.8K
PCA
971
Providence Capital Advisors
North Carolina
$16.5K
WWM
972
Wolff Wiese Magana
California
$16.4K
EWM
973
Evermay Wealth Management
Virginia
$16K -$1.54K -12 -9%
WPA
974
West Paces Advisors
Georgia
$15K
CWP
975
Concord Wealth Partners
Virginia
$14.9K -$3.96K -31 -21%