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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 %
SAM
576
Smartleaf Asset Management
Massachusetts
$730K +$112K +897 +18%
AIP
577
Ameritas Investment Partners
Nebraska
$726K -$12.2K -97 -2%
KWM
578
Kingsview Wealth Management
Oregon
$721K +$95K +754 +15%
TYCC
579
Texas Yale Capital Corp
Florida
$720K +$21.3K +169 +3%
FPAS
580
Focus Partners Advisor Solutions
Missouri
$718K +$21.9K +174 +3%
GLA
581
Good Life Advisors
Pennsylvania
$715K +$72K +571 +11%
CAM
582
Cresset Asset Management
Illinois
$713K +$713K +5,654 New
AFG
583
Atomi Financial Group
New York
$710K +$77.4K +614 +12%
IWA
584
IBEX Wealth Advisors
New Jersey
$705K +$705K +5,592 New
Federated Hermes
585
Federated Hermes
Pennsylvania
$699K -$1.5M -11,872 -68%
QT
586
Quantbot Technologies
New York
$698K +$698K +5,536 New
CA
587
Commerzbank Aktiengesellschaft
Germany
$697K +$147K +1,180 +27%
LK
588
Lumbard & Kellner
New Hampshire
$693K
EI
589
Ellevest Inc
New York
$692K +$132K +1,049 +24%
RBI
590
Raiffeisen Bank International
Austria
$689K +$689K +5,513 New
NP
591
NorthRock Partners
Minnesota
$675K -$61.4K -487 -8%
RPCONE
592
Retirement Planning Company of New England
Rhode Island
$675K +$1.51K +12 +0.2%
AF
593
Allworth Financial
California
$666K +$186K +1,416 +39%
SBF
594
Sara-Bay Financial
Florida
$662K -$6.5K -52 -1%
OAM
595
Ostrum Asset Management
France
$657K +$10.8K +86 +2%
FTWA
596
Fifth Third Wealth Advisors
Ohio
$648K -$9.96K -79 -2%
IWM
597
IHT Wealth Management
Illinois
$641K -$184K -1,461 -22%
FIA
598
Foundations Investment Advisors
Arizona
$638K -$1.13K -9 -0.2%
BIA
599
Benchmark Investment Advisors
Illinois
$638K
AWAG
600
ARS Wealth Advisors Group
Florida
$633K