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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 %
LSERS
326
Louisiana State Employees Retirement System
Louisiana
$4.01M -$101K -800 -2%
SAM
327
Securian Asset Management
Minnesota
$4M -$36.9K -293 -0.9%
NIM
328
NEOS Investment Management
Connecticut
$3.99M +$941K +7,463 +31%
GIC
329
Generali Investments CEE
Czech Republic
$3.98M +$3.98M +31,600 New
Marshall Wace
330
Marshall Wace
United Kingdom
$3.97M -$104M -823,887 -96%
WCA
331
Westover Capital Advisors
Delaware
$3.94M -$181K -1,440 -4%
ST
332
Spinnaker Trust
Maine
$3.93M -$193K -1,531 -5%
Squarepoint
333
Squarepoint
New York
$3.91M -$85.5M -678,496 -96%
LC
334
Legacy CG
Texas
$3.91M +$27.2K +216 +0.7%
VU
335
Vanderbilt University
Tennessee
$3.86M +$225K +1,784 +6%
BMSSC
336
B. Metzler seel. Sohn & Co
Germany
$3.85M +$262K +2,078 +7%
VA
337
Vident Advisory
Georgia
$3.84M -$1.83M -14,518 -32%
DSA
338
Davis Selected Advisers
Arizona
$3.72M -$23.9K -190 -0.6%
William Blair & Company
339
William Blair & Company
Illinois
$3.68M -$23.3K -185 -0.6%
EOJOAM
340
E. Ohman J:or Asset Management
Sweden
$3.61M +$582K +4,620 +19%
PS
341
Pensionfund Sabic
Netherlands
$3.6M
OC
342
Oppenheimer & Co
New York
$3.55M +$48.4K +384 +1%
RRWA
343
Rainey & Randall Wealth Advisors
Florida
$3.55M -$298K -2,367 -8%
PWMAG
344
Pinnacle Wealth Management Advisory Group
New Jersey
$3.54M -$117K -928 -3%
CGH
345
Crossmark Global Holdings
Texas
$3.5M -$7.18K -57 -0.2%
NMERB
346
New Mexico Educational Retirement Board
New Mexico
$3.47M -$214K -1,700 -6%
Impax Asset Management Group
347
Impax Asset Management Group
United Kingdom
$3.47M -$1.11M -8,834 -24%
GWM
348
GDS Wealth Management
Texas
$3.39M +$2.96M +23,489 +688%
NWM
349
Nicola Wealth Management
British Columbia, Canada
$3.39M -$199K -1,100 -6%
BFO
350
Boston Family Office
Massachusetts
$3.36M +$52.7K +418 +2%