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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 %
QL
901
Quarry LP
New York
$129K +$125K +993 +3,203%
ZB
902
Zions Bancorporation
Utah
$129K -$1.64K -13 -1%
QC
903
Quent Capital
New York
$125K +$29.7K +236 +31%
SIA
904
Sit Investment Associates
Minnesota
$125K -$26.5K -210 -18%
BTI
905
Blue Trust Inc
Georgia
$120K -$596K -4,732 -83%
NSIM
906
North Star Investment Management
Illinois
$119K +$56.1K +445 +89%
BG
907
Bollard Group
Massachusetts
$117K
MHR
908
Matthew Hamilton Rosenberg
$111K
AGWCA
909
Annis Gardner Whiting Capital Advisors
Florida
$105K -$1.89K -15 -2%
PGAM
910
Princeton Global Asset Management
New Jersey
$104K
PFA
911
Pathway Financial Advisers
Indiana
$104K +$252 +2 +0.2%
T
912
TOBAM
France
$103K -$25.6K -204 -20%
FUBT
913
First United Bank & Trust
Maryland
$101K
MCP
914
Militia Capital Partners
Nevada
$101K +$101K +800 New
VIA
915
Virtus Investment Advisers
Connecticut
$98.9K +$98.9K +785 New
LDB
916
Lee, Danner & Bass
Tennessee
$97.8K +$97.8K +776 New
GIA
917
GHP Investment Advisors
Colorado
$97.7K
Bank Julius Baer & Co
918
Bank Julius Baer & Co
Switzerland
$94.5K -$188K -1,353 -67%
CB
919
Centennial Bank
Arkansas
$93.3K +$93.3K +740 New
BGAI
920
Bruce G. Allen Investments
Colorado
$92.8K -$1.13K -9 -1%
HWA
921
HHM Wealth Advisors
Tennessee
$90.2K +$2.02K +16 +2%
FWA
922
Flagship Wealth Advisors
Massachusetts
$90.1K +$90.1K +715 New
WB
923
Webster Bank
Connecticut
$88.2K
GBT
924
Grove Bank & Trust
Florida
$88.1K +$1.26K +10 +1%
CT
925
Clearstead Trust
Maine
$87.6K