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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 %
PD
1076
Point72 (DIFC)
United Arab Emirates
-$309K -2,965 Closed
I
1077
InceptionR
California
-$271K -2,601 Closed
IA
1078
IFG Advisory
Georgia
-$257K -2,467 Closed
TC
1079
TradeLink Capital
Illinois
-$250K -2,400 Closed
SIM
1080
Sentry Investment Management
Wisconsin
-$235K -2,258 Closed
NC
1081
NBW Capital
Massachusetts
-$235K -2,255 Closed
SC
1082
Sykon Capital
New York
-$209K -2,000 Closed
NP
1083
Ninepoint Partners
Ontario, Canada
-$189K -1,816 Closed
SWS
1084
SYSTM Wealth Solutions
Illinois
-$151K -1,451 Closed
TWP
1085
Triad Wealth Partners
Kansas
-$137K -1,317 Closed
WFS
1086
Widmann Financial Services
Maryland
-$107K -1,029 Closed
CP
1087
Camelot Portfolios
Ohio
-$104K -1,000 Closed
TFF
1088
The Family Firm
Maryland
-$91K -873 Closed
GI
1089
Gradient Investments
Minnesota
-$62.1K -596 Closed
OWA
1090
Opal Wealth Advisors
New York
-$46K -441 Closed
SA
1091
Scarborough Advisors
Maryland
-$41.6K -399 Closed
CC
1092
Cypress Capital
Tennessee
-$31.7K -304 Closed
FFA
1093
First Foundation Advisors
California
-$25.5K -245 Closed
GLR
1094
Great Lakes Retirement
Ohio
-$25.3K -243 Closed
EC
1095
EdgeRock Capital
Colorado
-$19.4K -186 Closed
RWMG
1096
Redwood Wealth Management Group
New Jersey
-$19.4K -186 Closed
CAS
1097
Coppell Advisory Solutions
Texas
-$11.3K -108 Closed
TAM
1098
Tucker Asset Management
Colorado
-$11.1K -106 Closed
HGERS
1099
Householder Group Estate & Retirement Specialist
Arizona
-$10K -100 Closed
FW
1100
Fairway Wealth
Ohio
-$10.3K -99 Closed