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Welltower

1,111 hedge funds and large institutions have $78.1B invested in Welltower in 2024 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 457 increasing their positions, 322 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,111
Holders Change
+64
Holders Change %
+6.11%
% of All Funds
14.79%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.31%
New
155
Increased
457
Reduced
322
Closed
76
Calls
$155M
Puts
$295M
Net Calls
-$140M
Net Calls Change
-$25.8M
Name Holding Trade Value Shares
Change
Shares
Change %
KRS
301
Kentucky Retirement Systems
Kentucky
$5.01M -$69.1K -548 -1%
MML Investors Services
302
MML Investors Services
Massachusetts
$4.83M +$360K +2,856 +8%
Focus Partners Wealth
303
Focus Partners Wealth
Massachusetts
$4.81M +$2.15M +17,058 +81%
BCM
304
Brasada Capital Management
Texas
$4.72M +$4.72M +37,534 New
QC
305
Quadrature Capital
United Kingdom
$4.69M +$4.69M +37,212 New
NW
306
Naviter Wealth
Arkansas
$4.64M +$596K +4,726 +15%
Twin Tree Management
307
Twin Tree Management
Texas
$4.63M -$13.3M -105,598 -74%
AI
308
Atria Investments
North Carolina
$4.63M +$208K +1,651 +5%
HIMCH
309
Hartford Investment Management Co (HIMCO)
Connecticut
$4.62M +$18.9K +150 +0.4%
BCMO
310
Buckingham Capital Management (Ohio)
Ohio
$4.61M +$76.8K +609 +2%
KFP
311
KMG Fiduciary Partners
Ohio
$4.57M -$8.57K -68 -0.2%
SCM
312
Sterling Capital Management
North Carolina
$4.55M -$147K -1,170 -3%
SOAMC
313
Spirit of America Management Corp
New York
$4.54M +$25.2K +200 +0.6%
Cambridge Investment Research Advisors
314
Cambridge Investment Research Advisors
Iowa
$4.48M +$132K +1,045 +3%
Truist Financial
315
Truist Financial
North Carolina
$4.47M +$287K +2,274 +7%
WP
316
Woodline Partners
California
$4.46M +$4.46M +35,377 New
Brown Advisory
317
Brown Advisory
Maryland
$4.4M -$45K -357 -1%
DEA
318
DoubleLine ETF Adviser
Florida
$4.39M +$21.4K +170 +0.5%
GA
319
GRS Advisors
Illinois
$4.34M +$1.88M +14,947 +77%
DLCIG
320
D.L. Carlson Investment Group
New Hampshire
$4.3M -$82K -651 -2%
OAM
321
Oppenheimer Asset Management
New York
$4.25M -$85.8K -681 -2%
AC
322
Allstate Corporation
Illinois
$4.23M +$1.69M +13,371 +66%
MSRPS
323
Maryland State Retirement & Pension System
Maryland
$4.16M -$221K -1,751 -5%
SAM
324
Shell Asset Management
Netherlands
$4.07M +$496K +3,939 +14%
WAS
325
WESPAC Advisors SoCal
California
$4.06M +$1.07M +8,481 +36%