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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 %
KCM
351
Kornitzer Capital Management
Kansas
$3.33M
AP
352
Appleton Partners
Massachusetts
$3.29M +$14.5K +115 +0.4%
BFP
353
Beacon Financial Planning
Massachusetts
$3.29M +$1.6M +12,691 +95%
MCM
354
MAI Capital Management
Ohio
$3.29M +$401K +3,185 +14%
KPWS
355
Kestra Private Wealth Services
Texas
$3.27M +$90.7K +720 +3%
IMPI
356
Ilmarinen Mutual Pension Insurance
Finland
$3.21M
RBC
357
Romano Brothers & Co
Illinois
$3.21M -$75.6K -600 -2%
IG
358
ING Group
Netherlands
$3.19M -$232K -1,840 -7%
MYLI
359
Meiji Yasuda Life Insurance
Japan
$3.15M -$39.4K -313 -1%
LOAME
360
Lombard Odier Asset Management (Europe)
United Kingdom
$3.15M -$1.01M -8,000 -24%
SPFA
361
Summit Place Financial Advisors
New Jersey
$3.15M -$55.5K -440 -2%
GI
362
GAMCO Investors
Connecticut
$3.12M +$126K +1,000 +4%
MFG
363
Merit Financial Group
Georgia
$3.09M +$566K +4,491 +22%
AWM
364
Avitas Wealth Management
California
$3.06M +$16.9K +134 +0.6%
IMCOOI
365
Investment Management Corp of Ontario (IMCO)
Canada
$3.06M +$560K +4,440 +22%
PL
366
Perpetual Ltd
Australia
$3.05M +$103K +820 +4%
CSS
367
Cubist Systematic Strategies
Connecticut
$3.02M +$3.02M +23,999 New
LM
368
Lincluden Management
Ontario, Canada
$2.99M -$162K -1,286 -5%
TRCT
369
Tower Research Capital (TRC)
New York
$2.98M -$776K -6,157 -21%
FDCDDQ
370
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.98M +$1.44M +11,449 +94%
OAC
371
OMERS Administration Corp
Ontario, Canada
$2.96M +$533K +4,232 +22%
IC
372
IEQ Capital
California
$2.95M +$101K +804 +4%
GWMR
373
GC Wealth Management RIA
Massachusetts
$2.9M +$962K +7,635 +50%
BRWA
374
B. Riley Wealth Advisors
Florida
$2.88M -$537K -4,257 -16%
CIS
375
Capital International Sarl
California
$2.87M +$1.19M +9,404 +70%