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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 %
LWM
876
Liberty Wealth Management
California
$200K +$126 +1 +0.1%
TPCW
877
TD Private Client Wealth
New York
$194K -$5.8K -46 -3%
KBFS
878
Kohmann Bosshard Financial Services
Ohio
$192K +$192K +1,522 New
BWL
879
Bogart Wealth LLC
Virginia
$191K
RTC
880
Riverview Trust Company
Washington
$190K
HDIM
881
Hanson & Doremus Investment Management
Vermont
$189K
TSMHT
882
Thurston Springer Miller Herd & Titak
Indiana
$184K -$90K -714 -33%
SOW
883
State of Wyoming
Wyoming
$184K +$184K +1,459 New
FC
884
Fairscale Capital
New Hampshire
$182K -$6.93K -55 -4%
PFBT
885
Parkside Financial Bank & Trust
Missouri
$181K +$5.8K +46 +3%
IA
886
IFP Advisors
Florida
$180K +$68.8K +546 +62%
MCM
887
MV Capital Management
Maryland
$174K -$756 -6 -0.4%
RIL
888
Rothschild Investment LLC
Illinois
$172K +$2.65K +21 +2%
CSP
889
Cary Street Partners
Virginia
$169K +$169K +1,339 New
GXJ
890
Global X Japan
Japan
$165K +$24.7K +196 +18%
KFI
891
Key Financial Inc
Pennsylvania
$155K
CT
892
Colonial Trust
South Carolina
$155K +$5.42K +43 +4%
WT
893
Washington Trust
Rhode Island
$151K
WIM
894
Westside Investment Management
California
$151K
EB
895
Eastern Bank
Massachusetts
$145K +$133K +1,055 +1,088%
AIM
896
Arcadia Investment Management
Michigan
$139K
CSB
897
City State Bank
Iowa
$133K
SIC
898
SJS Investment Consulting
Ohio
$132K
AAP
899
Arax Advisory Partners
Colorado
$131K +$65.7K +521 +101%
BCMLT
900
Beacon Capital Management LLC (Tennessee)
Tennessee
$130K -$70.9K -563 -35%