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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 %
Vontobel Holding
426
Vontobel Holding
Switzerland
$1.84M -$630K -4,999 -25%
CNFG
427
Creegan & Nassoura Financial Group
New Hampshire
$1.83M -$6.3K -50 -0.3%
NAM
428
NTV Asset Management
West Virginia
$1.82M -$2.52K -20 -0.1%
VAS
429
Vestmark Advisory Solutions
Massachusetts
$1.82M +$992K +7,872 +120%
Carson Wealth (CWM LLC)
430
Carson Wealth (CWM LLC)
Nebraska
$1.82M +$6.17K +49 +0.3%
EP
431
Edgestream Partners
New Jersey
$1.81M +$1.12M +8,877 +161%
BBVA
432
Banco Bilbao Vizcaya Argentaria
Spain
$1.81M -$835K -6,625 -32%
OSNBOA
433
Old Second National Bank of Aurora
Illinois
$1.81M -$23.1K -183 -1%
BA
434
Bard Associates
Illinois
$1.81M -$6.3K -50 -0.3%
RCIM
435
Red Cedar Investment Management
Michigan
$1.8M -$1.1M -8,730 -38%
DA
436
Denali Advisors
California
$1.79M +$380K +3,019 +27%
CL
437
Choreo LLC
Illinois
$1.75M -$44K -352 -2%
SWP
438
Stratos Wealth Partners
Ohio
$1.74M +$1.01M +8,046 +139%
WA
439
Waverly Advisors
Alabama
$1.74M +$272K +2,162 +19%
ACM
440
Advance Capital Management
Michigan
$1.72M -$378 -3 -0%
WA
441
Wambolt & Associates
Colorado
$1.72M -$372K -2,950 -18%
AFA
442
American Financial Advisors
Georgia
$1.71M +$4.92K +39 +0.3%
HAG
443
HighPoint Advisor Group
Illinois
$1.71M +$31.8K +228 +2%
CA
444
Cullinan Associates
Kentucky
$1.7M -$206K -1,638 -11%
USAA
445
United Services Automobile Association
Texas
$1.7M +$38.4K +305 +2%
PAS
446
Park Avenue Securities
New York
$1.7M +$284K +2,250 +20%
A
447
Allianz
Germany
$1.67M +$845K +6,762 +102%
PCM
448
Prelude Capital Management
New York
$1.66M -$754K -5,983 -31%
WB
449
WesBanco Bank
West Virginia
$1.66M -$1.39K -11 -0.1%
CW
450
CreativeOne Wealth
Kansas
$1.65M +$426K +3,379 +35%