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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 %
EWA
651
EP Wealth Advisors
California
$524K +$83.3K +661 +19%
HI
652
Hendershot Investments
Virginia
$519K
WTC
653
WhitTier Trust Company
Nevada
$519K -$30.9K -245 -6%
CFO
654
Callan Family Office
Pennsylvania
$516K +$516K +4,095 New
FCP
655
Fidelis Capital Partners
Florida
$515K +$279K +1,988 +118%
KWA
656
Kingswood Wealth Advisors
California
$512K +$512K +4,060 New
PCP
657
Proficio Capital Partners
Massachusetts
$510K +$305K +2,417 +148%
GS
658
GTS Securities
New York
$508K -$613K -4,867 -55%
BIM
659
Baldwin Investment Management
Pennsylvania
$508K +$33.7K +267 +7%
PCIA
660
Prime Capital Investment Advisors
Kansas
$506K -$84.4K -670 -14%
GVAG
661
Great Valley Advisor Group
Delaware
$500K -$53K -420 -10%
CFCI
662
Comprehensive Financial Consultants Institutional
Indiana
$499K
GT
663
Glenview Trust
Kentucky
$499K +$630 +5 +0.1%
MCM
664
Monument Capital Management
Virginia
$494K -$15.6K -124 -3%
CCG
665
Cypress Capital Group
Florida
$490K -$91.5K -726 -16%
SMA
666
Sage Mountain Advisors
Georgia
$490K +$15.4K +122 +3%
FLPIM
667
F.L. Putnam Investment Management
Massachusetts
$485K +$1.77K +14 +0.4%
VHAM
668
Van Hulzen Asset Management
California
$484K
JWCA
669
J.W. Cole Advisors
Florida
$477K +$67.7K +537 +17%
EAM
670
Evanson Asset Management
California
$476K +$1.13K +9 +0.2%
EWA
671
EverSource Wealth Advisors
Alabama
$473K +$200K +1,583 +73%
GLA
672
Great Lakes Advisors
Illinois
$471K +$180K +1,429 +62%
CSC
673
Caldwell Sutter Capital
California
$469K +$151K +1,200 +48%
LP
674
LMR Partners
United Kingdom
$468K +$468K +3,712 New
MC
675
Moors & Cabot
Massachusetts
$463K +$6.93K +55 +2%