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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 %
BCM
601
Brookstone Capital Management
Illinois
$631K -$440K -3,495 -41%
LWM
602
LongView Wealth Management
Georgia
$627K -$20.9K -166 -3%
LI
603
LRI Investments
Florida
$624K
Walleye Capital
604
Walleye Capital
New York
$624K -$2.34M -18,605 -79%
PI
605
PineBridge Investments
New York
$622K +$622K +4,938 New
MFGM
606
Marshall Financial Group (Maryland)
Maryland
$622K -$21.4K -170 -3%
NFG
607
Nations Financial Group
Iowa
$617K -$1.89K -15 -0.3%
IAG
608
Investment Advisory Group
Massachusetts
$616K +$10.7K +85 +2%
LWAM
609
Legacy Wealth Asset Management
Minnesota
$616K -$8.57K -68 -1%
TBA
610
Tower Bridge Advisors
Pennsylvania
$611K
AWM
611
Apollon Wealth Management
South Carolina
$611K +$91.2K +724 +18%
DWM
612
Dogwood Wealth Management
Kansas
$611K +$54.2K +430 +10%
IAN
613
Integrated Advisors Network
Texas
$608K +$14.5K +115 +2%
PMA
614
Prudent Man Advisors
Illinois
$602K +$34.2K +271 +6%
PS
615
Principal Securities
Iowa
$599K +$40.5K +321 +7%
ABC
616
Associated Banc-Corp
Wisconsin
$594K
ETC
617
Exchange Traded Concepts
Oklahoma
$591K -$20.5K -163 -3%
DC
618
Davenport & Co
Virginia
$589K -$226K -1,796 -28%
SIA
619
Schechter Investment Advisors
Michigan
$587K +$14.5K +115 +3%
PIA
620
Panoramic Investment Advisors
Colorado
$586K
Verition Fund Management
621
Verition Fund Management
Connecticut
$584K -$832K -6,605 -59%
PA
622
Parallel Advisors
California
$577K +$90.9K +721 +19%
QI
623
Qtron Investments
Massachusetts
$573K
CCP
624
Carmel Capital Partners
California
$572K +$7.56K +60 +1%
DWT
625
Dorsey & Whitney Trust
South Dakota
$572K +$16.8K +133 +3%