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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 %
CC
401
Centiva Capital
New York
$2.22M -$293K -2,321 -12%
CIA
402
Capital Investment Advisors
Georgia
$2.18M -$195K -1,547 -8%
GAM
403
Groupama Asset Management
France
$2.18M -$838K -8,153 Closed
DADC
404
D.A. Davidson & Co
Montana
$2.16M +$1.89K +15 +0.1%
CF
405
Centaurus Financial
California
$2.16M +$2.06M +16,347 +2,074%
Envestnet Portfolio Solutions
406
Envestnet Portfolio Solutions
Illinois
$2.13M -$576K -4,568 -21%
SFI
407
Siemens Fonds Invest
Germany
$2.1M +$1.15M +9,183 +120%
DF
408
Donoghue Forlines
Massachusetts
$2.09M +$2.09M +16,615 New
PPWP
409
Proquility Private Wealth Partners
Nevada
$2.09M -$19.9K -158 -0.9%
LCM
410
Liberty Capital Management
Michigan
$2.08M +$44.1K +350 +2%
SSB
411
Sandy Spring Bank
Maryland
$2.08M +$146K +1,161 +8%
EIA
412
Edgemoor Investment Advisors
Maryland
$2.07M -$2.52K -20 -0.1%
SLI
413
Sumitomo Life Insurance
Japan
$2.05M -$51.9K -412 -2%
SG Americas Securities
414
SG Americas Securities
New York
$2.03M -$7.35M -58,343 -78%
ECM
415
Everence Capital Management
Indiana
$2.02M -$212K -1,680 -10%
VCM
416
Verde Capital Management
Michigan
$2M +$86.2K +684 +5%
CP
417
CenterBook Partners
Connecticut
$1.99M +$1.32M +10,511 +198%
FFA
418
Fairfield Financial Advisors
Massachusetts
$1.97M +$88.6K +703 +5%
WI
419
Wahed Invest
New York
$1.96M +$119K +945 +6%
AIM
420
Achmea Investment Management
Netherlands
$1.96M +$1.96M +15,549 New
AWS
421
Atria Wealth Solutions
New York
$1.94M -$182K -1,444 -9%
ORC
422
O'Rourke & Company
Massachusetts
$1.91M -$143K -1,133 -7%
BPA
423
Beacon Pointe Advisors
California
$1.89M -$421K -3,339 -18%
LOAMS
424
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.88M +$262K +2,075 +16%
RFN
425
RDA Financial Network
Iowa
$1.86M -$82.5K -655 -4%