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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 %
SCA
476
Snowden Capital Advisors
New York
$1.34M -$6.3K -50 -0.5%
WG
477
Welch Group
Alabama
$1.34M
WC
478
Wexford Capital
Florida
$1.32M +$1.32M +10,500 New
DT
479
Diversified Trust
Tennessee
$1.31M -$1.02M -8,064 -44%
SI
480
Stephens Inc
Arkansas
$1.3M -$38.1K -302 -3%
S
481
SignatureFD
Georgia
$1.3M +$69.3K +550 +6%
AACA
482
American Assets Capital Advisers
California
$1.3M +$212K +1,684 +20%
FCI
483
Financial Counselors Inc
Kansas
$1.29M +$769K +6,104 +146%
IEFM
484
IQ EQ Fund Management
Ireland
$1.29M -$177K -1,404 -12%
NRI
485
NFP Retirement Inc
California
$1.28M -$32.8K -260 -2%
PI
486
PFG Investments
New York
$1.27M -$33.1K -263 -3%
AAIM
487
American Assets Investment Management
California
$1.26M
BFG
488
Bleakley Financial Group
New Jersey
$1.26M -$353K -2,800 -22%
PFS
489
Prospera Financial Services
Texas
$1.26M +$192K +1,521 +18%
GI
490
GAMMA Investing
California
$1.26M +$111K +881 +10%
NA
491
NewEdge Advisors
Louisiana
$1.25M +$66.7K +529 +6%
SCTC
492
Sanibel Captiva Trust Company
Florida
$1.24M
TL
493
Tradewinds LLC
North Carolina
$1.23M -$2.14K -15 -0.2%
RBWA
494
RFG - Bristol Wealth Advisors
Massachusetts
$1.22M +$1.22M +9,659 New
FRA
495
Frank Rimerman Advisors
California
$1.21M +$252 +2 +0%
OIAM
496
OFI Invest Asset Management
France
$1.21M +$1.21M +9,949 New
PA
497
Profund Advisors
Maryland
$1.2M -$842K -6,677 -41%
JWM
498
Jeppson Wealth Management
California
$1.2M -$6.3K -50 -0.5%
GT
499
Greenleaf Trust
Michigan
$1.19M +$43K +341 +4%
CG
500
Caprock Group
Idaho
$1.18M +$106K +843 +10%