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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 %
AC
626
AlphaCore Capital
California
$570K -$14.9K -118 -3%
ACA
627
Aptus Capital Advisors
Alabama
$568K +$153K +1,213 +37%
CA
628
Clearstead Advisors
Ohio
$566K -$11.1K -88 -2%
GIM
629
Gold Investment Management
Alberta, Canada
$565K -$6.68K -53 -1%
OWP
630
Obermeyer Wealth Partners
Colorado
$562K
SC
631
Syon Capital
California
$555K -$15.9K -126 -3%
JIC
632
Joel Isaacson & Co
New York
$554K
SFO
633
Stokes Family Office
Louisiana
$553K +$553K +4,387 New
SEP
634
Southland Equity Partners
Missouri
$550K +$87.2K +692 +19%
HAG
635
HF Advisory Group
Maryland
$548K -$97.8K -776 -15%
PPWP
636
Premier Path Wealth Partners
New Jersey
$548K +$17.5K +139 +3%
KRSITF
637
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$548K -$370K -6,911 -40%
FAT
638
First American Trust
California
$544K +$3.28K +26 +0.6%
SF
639
Summit Financial
New Jersey
$544K +$232K +1,839 +74%
GRP
640
Global Retirement Partners
California
$544K -$22.2K -176 -4%
SWP
641
Sagespring Wealth Partners
Tennessee
$543K +$543K +4,308 New
MFIM
642
Mesirow Financial Investment Management
Illinois
$541K -$541K -4,290 -50%
CIM
643
Cambria Investment Management
California
$541K +$116K +924 +27%
CMMS
644
Comprehensive Money Management Services
Florida
$539K +$539K +4,276 New
NWAG
645
Net Worth Advisory Group
Utah
$535K +$181K +1,438 +51%
LSAG
646
Lake Street Advisors Group
New Hampshire
$534K -$6.68K -53 -1%
WT
647
Whittier Trust
California
$530K -$16.3K -129 -3%
BJL
648
Brighton Jones LLC
Washington
$527K +$35.2K +279 +7%
STA
649
Summit Trail Advisors
New York
$527K +$93.5K +742 +22%
GDP
650
Great Diamond Partners
Maine
$526K +$526K +4,172 New