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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 %
CIC
526
Carnegie Investment Counsel
Ohio
$984K
MQWP
527
Morey & Quinn Wealth Partners
Nebraska
$962K +$962K +7,631 New
SFS
528
Stiles Financial Services
Minnesota
$959K +$2.27K +18 +0.2%
AI
529
Axecap Investments
Ohio
$958K -$2.9K -23 -0.3%
AAS
530
Ameritas Advisory Services
Nebraska
$957K +$18.7K +148 +2%
WC
531
Waterloo Capital
Texas
$928K -$127K -1,007 -12%
MOS
532
MGO One Seven
Ohio
$924K +$12.6K +100 +1%
BOTPPF
533
Board of the Pension Protection Fund
United Kingdom
$920K +$920K +7,300 New
JIC
534
Johnson Investment Counsel
Ohio
$915K +$177K +1,404 +24%
PMG
535
ProVise Management Group
Florida
$907K -$552K -4,382 -38%
AW
536
Alteri Wealth
California
$904K +$904K +7,176 New
CS
537
Capital Square
Tennessee
$902K +$268K +1,959 +42%
WPC
538
Wedmont Private Capital
Pennsylvania
$901K +$66.5K +533 +8%
MC
539
Machina Capital
France
$893K +$893K +7,089 New
HT
540
Headlands Technologies
Illinois
$883K +$883K +7,005 New
GCM
541
Graham Capital Management
Connecticut
$880K +$880K +6,982 New
FMII
542
Farmers & Merchants Investments Inc
Nebraska
$879K
SGI
543
Summit Global Investments
Utah
$873K +$576K +4,566 +194%
APIM
544
Agate Pass Investment Management
Washington
$871K +$871K +6,915 New
Wolverine Trading
545
Wolverine Trading
Illinois
$869K -$232K -1,858 -21%
BB
546
Busey Bank
Illinois
$867K +$16K +127 +2%
RIA
547
Richwood Investment Advisors
Ohio
$860K
LNWWM
548
Laird Norton Wetherby Wealth Management
California
$843K -$145K -1,150 -15%
DW
549
Dodds Wealth
Colorado
$842K
JCIA
550
Jackson Creek Investment Advisors
Colorado
$840K -$30.1K -239 -3%