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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 %
SCM
701
Shelton Capital Management
Colorado
$413K +$61.3K +486 +17%
CI
702
Conning Inc
Connecticut
$413K +$20K +159 +5%
BHA
703
Beech Hill Advisors
New York
$410K
SW
704
SVB Wealth
Massachusetts
$407K +$407K +3,229 New
AC
705
Avestar Capital
New York
$403K +$83.4K +662 +26%
TCM
706
Tuttle Capital Management
Connecticut
$402K +$104K +824 +35%
PCS
707
Personal CFO Solutions
New Jersey
$402K -$77.4K -614 -16%
SWP
708
Strategic Wealth Partners
Ohio
$393K -$10.4K -69 -3%
CA
709
CoreCap Advisors
Michigan
$392K -$14.2K -113 -4%
HSA
710
HBK Sorce Advisory
Pennsylvania
$391K +$19.3K +153 +5%
NP
711
Nilsine Partners
Colorado
$391K +$25.3K +201 +7%
EH
712
Equitable Holdings
New York
$389K +$7.44K +59 +2%
PIM
713
Plato Investment Management
Australia
$389K
KI
714
Kapitalo Investimentos
Brazil
$388K +$388K +3,077 New
FAIM
715
Financial Advocates Investment Management
Washington
$382K +$34.8K +276 +10%
DAC
716
Dividend Assets Capital
South Carolina
$378K
SYBT
717
Stock Yards Bank & Trust
Kentucky
$375K
CI
718
CX Institutional
Indiana
$369K +$5.8K +46 +2%
KFGK
719
Keystone Financial Group (Kentucky)
Kentucky
$367K
WA
720
Whipplewood Advisors
Colorado
$367K +$367K +2,909 New
BWP
721
BSW Wealth Partners
Colorado
$365K +$58K +460 +19%
BPWM
722
Badgley Phelps Wealth Managers
Washington
$360K +$3.4K +27 +1%
CTC
723
Cetera Trust Company
Minnesota
$359K -$22.1K -175 -6%
BFM
724
Boothbay Fund Management
New York
$358K -$554K -4,398 -61%
AA
725
ALPS Advisors
Colorado
$354K +$354K +2,805 New