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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 %
TC
551
TownSquare Capital
Utah
$837K +$151K +1,196 +22%
GSWM
552
Greenup Street Wealth Management
Michigan
$832K +$504 +4 +0.1%
LFAS
553
Level Four Advisory Services
Texas
$821K +$6.55K +52 +0.8%
GWM
554
Geneos Wealth Management
Colorado
$820K -$40.2K -319 -5%
OTL
555
Oak Thistle LLC
New York
$820K +$820K +6,507 New
WLG
556
Williamson Legacy Group
Indiana
$811K +$811K +6,432 New
AWA
557
Arkadios Wealth Advisors
Georgia
$809K -$8.57K -68 -1%
BHBT
558
Burke & Herbert Bank & Trust
Virginia
$808K
LS
559
Livforsakringsbolaget Skandia
Sweden
$807K +$201K +1,600 +33%
MMG
560
Monetary Management Group
Missouri
$800K -$31.5K -250 -4%
IWC
561
Integrated Wealth Concepts
Massachusetts
$798K +$47.3K +375 +6%
HNB
562
Huntington National Bank
Ohio
$797K +$109K +866 +16%
CI
563
Cigna Investments
Connecticut
$795K +$15.9K +126 +2%
SPC
564
Sigma Planning Corp
Michigan
$791K +$94.8K +752 +14%
ISL
565
Ingalls & Snyder LLC
New York
$787K
VFA
566
Values First Advisors
Tennessee
$786K +$30.1K +239 +4%
FB
567
Finward Bancorp
Indiana
$784K +$784K +6,223 New
B
568
Bailard
California
$783K +$21.8K +173 +3%
CFGS
569
Concourse Financial Group Securities
Alabama
$780K +$14.7K +112 +2%
PSF
570
Pacific Sun Financial
California
$774K
FC
571
Fulcrum Capital
Washington
$772K -$30.5K -242 -4%
DCM
572
Dudley Capital Management
Virginia
$766K
EFG
573
Everhart Financial Group
Ohio
$765K +$19.2K +152 +3%
BP
574
Ballentine Partners
Massachusetts
$747K +$41.5K +329 +6%
MAS
575
Madden Advisory Services
Florida
$738K -$51.8K -411 -7%