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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 %
1IA
1026
1620 Investment Advisors
Massachusetts
$2.43K +$2.43K +19 New
DSC
1027
Duncker Streett & Co
Missouri
$2.18K
NL
1028
NVWM LLC
Pennsylvania
$2.05K
TCA
1029
Trifecta Capital Advisors
Illinois
$1.92K
ACM
1030
Anfield Capital Management
California
$1.79K
CAC
1031
Core Alternative Capital
Georgia
$1.79K
TIM
1032
Tortoise Investment Management
New York
$1.54K +$1.54K +12 New
CYG
1033
Clean Yield Group
Vermont
$1.41K +$1.41K +11 New
IAIM
1034
International Assets Investment Management
Florida
$1.36K +$1.35K +173,073 +21,236%
JFG
1035
JDM Financial Group
Texas
$1.28K +$1.28K +10 New
VAMG
1036
Voisard Asset Management Group
Michigan
$1.03K +$1.03K +8 New
TFA
1037
Transamerica Financial Advisors
Florida
$1K
RWM
1038
Ruedi Wealth Management
Illinois
$896 -$896 -7 -50%
FPFS
1039
First Personal Financial Services
North Carolina
$769 +$769 +6 New
SFCL
1040
Strengthening Families & Communities LLC
Massachusetts
$768
FDCP
1041
Foster Dykema Cabot & Partners
Massachusetts
$768 +$768 +6 New
TCM
1042
TD Capital Management
Tennessee
$648
FGC
1043
Financial Gravity Companies
Texas
$640 +$640 +5 New
CAM
1044
ClariVest Asset Management
California
$620
A
1045
AlphaQuest
New York
$256 -$372K -2,909 -100%
MFG
1046
Mendota Financial Group
Wisconsin
$129 +$129 +1 New
CMP
1047
Coston McIsaac & Partners
Maine
$14
Norges Bank
1048
Norges Bank
Norway
-$3.43B -32,912,525 Closed
Voloridge Investment Management
1049
Voloridge Investment Management
Florida
-$12.9M -123,509 Closed
Two Sigma Investments
1050
Two Sigma Investments
New York
-$12.9M -123,300 Closed