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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 %
GFA
501
Gallagher Fiduciary Advisors
Illinois
$1.18M +$57.7K +458 +5%
PCM
502
Penserra Capital Management
California
$1.17M +$67.5K +537 +6%
CCA
503
Checchi Capital Advisers
California
$1.16M +$21.7K +172 +2%
HWM
504
HB Wealth Management
Georgia
$1.16M +$70.8K +562 +7%
ET
505
Entropy Technologies
New York
$1.16M +$1.16M +9,187 New
SFA
506
Sequoia Financial Advisors
Ohio
$1.15M +$165K +1,307 +17%
AAIS
507
ABN AMRO Investment Solutions
$1.14M +$227K +1,804 +25%
TWM
508
Trueblood Wealth Management
Ohio
$1.14M -$1.89K -15 -0.2%
UFF
509
USA Financial Formulas
Michigan
$1.14M +$12.9K +102 +1%
SC
510
Savant Capital
Illinois
$1.13M +$356K +2,823 +46%
BS
511
Banco Santander
Spain
$1.12M -$300K -2,383 -21%
Lazard Asset Management
512
Lazard Asset Management
New York
$1.12M -$1.4M -11,122 -56%
VEA
513
Virtus ETF Advisers
New York
$1.11M +$94.9K +753 +9%
WAM
514
Wolverine Asset Management
Illinois
$1.11M +$203K +1,612 +22%
GT
515
Glenmede Trust
Pennsylvania
$1.11M +$262K +2,081 +31%
MSA
516
MUFG Securities Americas
New York
$1.1M +$1.1M +8,732 New
SCM
517
Schnieders Capital Management
California
$1.1M -$10.8K -86 -1%
CCIA
518
Campbell & Co Investment Adviser
Maryland
$1.03M -$1.79M -14,217 -63%
QCG
519
Quadrant Capital Group
Ohio
$1.01M -$2.9K -23 -0.3%
AUB
520
Atlantic Union Bankshares
Virginia
$1.01M
PWMG
521
Prestige Wealth Management Group
New Jersey
$1.01M +$47.9K +380 +5%
HI
522
Horizon Investments
North Carolina
$1.01M +$12K +95 +1%
CBTWT
523
Community Bank & Trust (Waco, Texas)
Texas
$1M -$37.2K -295 -4%
Bessemer Group
524
Bessemer Group
New Jersey
$997K +$77.7K +617 +8%
AA
525
Ancora Advisors
Ohio
$990K -$34K -270 -3%