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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 %
CPA
1001
Capital Performance Advisors
California
$6.52K +$6.52K +51 New
FGA
1002
Fortis Group Advisors
New Jersey
$6.4K
MAM
1003
Morse Asset Management
Connecticut
$6.4K +$6.4K +50 New
PBK
1004
Peoples Bank (Kansas)
Kansas
$6.4K
GFPC
1005
Global Financial Private Client
Florida
$6.02K +$5.25K +41 +683%
HCA
1006
Harbor Capital Advisors
Illinois
$6K +$6K +43 New
RWA
1007
Redmont Wealth Advisors
Illinois
$5.89K
PMFA
1008
Plante Moran Financial Advisors
Michigan
$5.88K +$5.88K +46 New
BAM
1009
Belpointe Asset Management
Nevada
$5.67K +$1.67K +13 +42%
AP
1010
Aspect Partners
Virginia
$5.38K
RWM
1011
Reston Wealth Management
Virginia
$5.38K +$5.38K +42 New
CWC
1012
Carolinas Wealth Consulting
North Carolina
$4.99K +$640 +5 +15%
Kayne Anderson Rudnick Investment Management
1013
Kayne Anderson Rudnick Investment Management
California
$4.82K -$781 -6 -14%
CPG
1014
Cornerstone Planning Group
New Jersey
$4.81K +$1.1K +8 +30%
NECFA
1015
New England Capital Financial Advisors
Connecticut
$4.35K
EBA
1016
Eagle Bay Advisors
New York
$4.35K
DIP
1017
DT Investment Partners
Pennsylvania
$4.1K +$4.1K +32 New
QL
1018
Quarry LP
New York
$3.97K -$215K -1,679 -98%
TFM
1019
TFC Financial Management
Massachusetts
$3.85K -$257 -2 -6%
WWP
1020
WR Wealth Planners
Missouri
$3.59K
OC
1021
Oarsman Capital
Wisconsin
$3.33K +$3.33K +26 New
HB
1022
Horizon Bancorp
Indiana
$3K
MFT
1023
Moisand Fitzgerald Tamayo
Florida
$2.82K
PWMG
1024
Private Wealth Management Group
New Jersey
$2.82K +$256 +2 +10%
SC
1025
SouthState Corp
Florida
$2.69K