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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 %
SCM
451
Stevens Capital Management
Pennsylvania
$1.65M -$2.91M -23,084 -64%
LCM
452
Landscape Capital Management
New Jersey
$1.65M +$1.65M +13,058 New
ONSWM
453
Old North State Wealth Management
North Carolina
$1.63M +$7.7K +61 +0.5%
IAA
454
Independent Advisor Alliance
North Carolina
$1.61M +$222K +1,764 +16%
SPIA
455
Steward Partners Investment Advisory
New York
$1.58M -$66.7K -529 -4%
ACMA
456
Arbor Capital Management (Alaska)
Alaska
$1.55M -$199K -1,468 -11%
LFM
457
LGT Fund Management
Liechtenstein
$1.54M +$84.8K +673 +6%
AG
458
AIA Group
Hong Kong
$1.54M -$202K -1,600 -12%
MAS
459
Meeder Advisory Services
Ohio
$1.51M -$43.9K -348 -3%
TPM
460
Triasima Portfolio Management
Quebec, Canada
$1.51M +$1.51M +12,000 New
DA
461
Drake & Associates
Wisconsin
$1.51M +$800K +5,612 +113%
GBA
462
Garrison Bradford & Associates
New York
$1.5M -$30.4K -241 -2%
Baird Financial Group
463
Baird Financial Group
Wisconsin
$1.5M +$98.8K +784 +7%
CPCPP
464
Canada Post Corporation Pension Plan
Canada
$1.45M +$1.45M +11,509 New
TW
465
TrinityPoint Wealth
Connecticut
$1.44M +$168K +1,336 +13%
GFM
466
GF Fund Management
China
$1.42M +$1.42M +11,239 New
EF
467
Empowered Funds
Pennsylvania
$1.41M +$143K +1,132 +11%
CPIA
468
Cornell Pochily Investment Advisors
New York
$1.41M -$62.8K -498 -4%
OIA
469
OneDigital Investment Advisors
Kansas
$1.41M -$88.2K -700 -6%
AssetMark Inc
470
AssetMark Inc
California
$1.41M +$689K +5,465 +96%
AAM
471
Azzad Asset Management
Virginia
$1.37M +$143K +1,134 +12%
PAM
472
Paradigm Asset Management
New York
$1.37M +$37.8K +300 +3%
GWM
473
Gray Wealth Management
Maine
$1.35M -$31.3K -248 -2%
CCM
474
Coldstream Capital Management
Washington
$1.34M +$52.9K +420 +4%
VT
475
Vise Technologies
New York
$1.34M +$993K +7,877 +285%