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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 %
VCA
801
Verdence Capital Advisors
Maryland
$268K
OCM
802
Orion Capital Management
California
$267K -$12.6K -100 -5%
FAFN
803
First Affirmative Financial Network
Colorado
$267K +$35.3K +280 +15%
AAM
804
Aureus Asset Management
Massachusetts
$267K +$267K +2,116 New
MPWT
805
MassMutual Private Wealth & Trust
Connecticut
$266K +$15.5K +123 +6%
LSIA
806
LaSalle St. Investment Advisors
Illinois
$264K -$14.7K -117 -5%
NWM
807
Northcape Wealth Management
New York
$264K
MA
808
Mutual Advisors
Nebraska
$263K +$1.93K +15 +0.7%
EW
809
Evoke Wealth
California
$263K +$6.68K +53 +3%
PWPS
810
Pinnacle Wealth Planning Services
Ohio
$262K -$165K -1,306 -39%
GIA
811
Guyasuta Investment Advisors
Pennsylvania
$261K +$261K +2,074 New
RWM
812
Ritholtz Wealth Management
New York
$261K +$261K +2,072 New
QWP
813
Quotient Wealth Partners
Texas
$260K +$13K +103 +5%
MG
814
Mather Group
Illinois
$259K +$9.45K +75 +4%
KCM
815
Kathmere Capital Management
Pennsylvania
$257K +$257K +2,038 New
AWA
816
AGH Wealth Advisors
Kansas
$256K +$256K +2,028 New
SFG
817
SNS Financial Group
Minnesota
$252K -$13.5K -107 -5%
GAG
818
GM Advisory Group
New York
$252K
EWM
819
Echo Wealth Management
Minnesota
$252K
CWM
820
C2C Wealth Management
Arizona
$252K
RFC
821
Regions Financial Corp
Alabama
$248K -$14.9K -118 -6%
M
822
MOTCO
Texas
$247K
BCCM
823
Bridge Creek Capital Management
Massachusetts
$246K
CC
824
Commons Capital
Massachusetts
$244K -$8.7K -69 -3%
AA
825
Alta Advisers
United Kingdom
$244K +$67.2K +533 +38%