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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 %
TFIPS
776
Towarzystwo Funduszy Inwestycyjnych PZU SA
$294K +$25.2K +200 +9%
EWM
777
Empirical Wealth Management
Washington
$294K -$56.1K -445 -16%
BC
778
Bridgefront Capital
Texas
$293K +$293K +2,321 New
PS
779
Planned Solutions
California
$291K
TAM
780
Titleist Asset Management
Texas
$291K
MIM
781
MTM Investment Management
South Carolina
$290K
WS
782
Wedbush Securities
California
$288K +$31.1K +247 +12%
CFG
783
Carr Financial Group
Massachusetts
$286K +$1.13K +9 +0.4%
GSEP
784
Golden State Equity Partners
California
$286K +$83.7K +664 +41%
RFA
785
Register Financial Advisors
Georgia
$284K -$44.1K -350 -13%
CIBC Private Wealth Group
786
CIBC Private Wealth Group
Georgia
$284K +$62.7K +496 +28%
MWM
787
Modera Wealth Management
New Jersey
$283K +$63K +500 +29%
CIM
788
Contravisory Investment Management
Massachusetts
$282K +$12.4K +98 +5%
WIA
789
World Investment Advisors
California
$282K +$282K +2,236 New
PK
790
Pflug Koory
Nebraska
$279K
LAM
791
Longboard Asset Management
Arizona
$279K +$279K +2,215 New
WIC
792
Woodmont Investment Counsel
Tennessee
$279K +$10.2K +81 +4%
BFC
793
Blue Fin Capital
Rhode Island
$279K
AA
794
AlphaMark Advisors
Kentucky
$277K -$6.3K -50 -2%
SQA
795
Simon Quick Advisors
New Jersey
$277K +$28.4K +225 +11%
TWP
796
Triad Wealth Partners
Kansas
$275K +$275K +2,182 New
SWM
797
Shelton Wealth Management
Texas
$273K +$1.39K +11 +0.5%
CCA
798
Childress Capital Advisors
Texas
$271K +$9.58K +76 +4%
ODA
799
One Degree Advisors
California
$270K -$4.3K -30 -2%
BWFA
800
Baltimore-Washington Financial Advisors
Maryland
$269K