WELL icon

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 %
SAI
726
Savvy Advisors Inc
New York
$352K +$352K +2,796 New
LFA
727
Legacy Financial Advisors
Kentucky
$351K +$2.27K +18 +0.7%
WSFS
728
Wilmington Savings Fund Society
Delaware
$350K +$18K +143 +5%
VWA
729
Visionary Wealth Advisors
Illinois
$348K -$12.6K -100 -3%
CAL
730
Capital Analysts LLC
Pennsylvania
$346K +$1.77K +14 +0.5%
1WA
731
180 Wealth Advisors
Washington
$339K -$8.95K -71 -3%
DP
732
Dearborn Partners
Illinois
$337K -$40.1K -318 -11%
CGL
733
Clarius Group LLC
Washington
$337K -$5.92K -47 -2%
P
734
Pitcairn
Pennsylvania
$336K -$485K -3,847 -59%
BC
735
Bowman & Company
Wisconsin
$336K
FT
736
Fiduciary Trust
Massachusetts
$335K +$28.7K +228 +9%
CAM
737
Covenant Asset Management
New Jersey
$335K -$6.81K -54 -2%
HIC
738
Hartline Investment Corp
Illinois
$334K
ASN
739
Advisory Services Network
Georgia
$333K -$33.3K -264 -9%
WPP
740
Whalerock Point Partners
Rhode Island
$332K +$31.4K +249 +10%
BCI
741
Blue Capital Inc
Nebraska
$330K +$330K +2,616 New
JCM
742
Jacobi Capital Management
Pennsylvania
$329K +$21.3K +169 +7%
SIAG
743
Safeguard Investment Advisory Group
California
$328K +$1.51K +12 +0.5%
EFS
744
Essex Financial Services
Connecticut
$327K -$1.01K -8 -0.3%
LC
745
Lindbrook Capital
California
$323K +$4.03K +32 +1%
IC
746
Iconiq Capital
California
$322K +$106K +838 +49%
WBG
747
Wharton Business Group
Pennsylvania
$322K
PPA
748
Painted Porch Advisors
California
$321K
4WM
749
44 Wealth Management
Oregon
$319K -$26.3K -209 -8%
RCP
750
Rothschild Capital Partners
New York
$318K +$89.5K +710 +39%