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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 %
SF
676
Synovus Financial
Georgia
$461K +$41.5K +329 +10%
PAM
677
Panagora Asset Management
Massachusetts
$460K -$646K -5,127 -58%
PWM
678
Perigon Wealth Management
California
$457K +$149K +1,160 +49%
SICM
679
Sustainable Insight Capital Management
New York
$456K -$98.1K -778 -18%
VFA
680
Valeo Financial Advisors
Indiana
$456K -$6.18K -49 -1%
LC
681
LCNB Corp
Ohio
$454K
SVWAG
682
Sound View Wealth Advisors Group
Georgia
$450K +$25.2K +200 +6%
FFA
683
Farther Finance Advisors
California
$447K -$7.82K -62 -2%
HKIMG
684
Hutchens & Kramer Investment Management Group
Indiana
$446K -$5.04K -40 -1%
TNBTD
685
Trustmark National Bank Trust Department
Mississippi
$445K -$504 -4 -0.1%
FMLI
686
Fukoku Mutual Life Insurance
Japan
$444K
DJSG
687
D.J. St. Germain
Massachusetts
$441K +$372K +2,949 +536%
HI
688
Harbour Investments
Wisconsin
$439K -$91.9K -729 -17%
ECM
689
Evergreen Capital Management
Washington
$436K +$25.8K +205 +6%
PP
690
PDS Planning
Ohio
$436K -$1.76K -14 -0.4%
SFG
691
Stonebridge Financial Group
Pennsylvania
$435K +$435K +3,452 New
WANY
692
Wealthspire Advisors (New York)
New York
$435K +$10.5K +83 +2%
PWW
693
Pettyjohn Wood & White
Virginia
$434K -$38.4K -305 -8%
GL
694
Graypoint LLC
New York
$432K +$10.6K +84 +3%
LSPW
695
Lake Street Private Wealth
Illinois
$431K
HCM
696
Howard Capital Management
Georgia
$424K +$21.6K +171 +5%
RSA
697
River Street Advisors
Illinois
$424K +$43.4K +344 +11%
PSFG
698
Prairie Sky Financial Group
Illinois
$420K
PWMG
699
Pinnacle Wealth Management Group
Michigan
$418K
SWA
700
SFMG Wealth Advisors
Texas
$416K -$252 -2 -0.1%