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Welltower

1,110 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, 456 increasing their positions, 322 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,110
Holders Change
+64
Holders Change %
+6.12%
% of All Funds
14.78%
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
456
Reduced
322
Closed
76
Calls
$155M
Puts
$295M
Net Calls
-$140M
Net Calls Change
-$25.8M
Name Holding Trade Value Shares
Change
Shares
Change %
GSWM
926
Golden State Wealth Management
California
$84.8K +$84.8K +673 New
CFO
927
CVA Family Office
Colorado
$82.3K +$9.45K +75 +13%
WAG
928
Wiser Advisor Group
Arizona
$82.3K +$1.13K +9 +1%
LFG
929
Larson Financial Group
Missouri
$80.2K
GEA
930
Glen Eagle Advisors
New Jersey
$78.9K
FHA
931
First Horizon Advisors
Tennessee
$77.6K
PWA
932
Physician Wealth Advisors
Utah
$77.5K +$77.5K +615 New
Loomis, Sayles & Company
933
Loomis, Sayles & Company
Massachusetts
$74K +$62.2K +497 +529%
FP
934
Financial Perspectives
Minnesota
$72.5K +$45.2K +359 +166%
MIA
935
MeadowBrook Investment Advisors
Michigan
$72.3K
BTC
936
Bank & Trust Company
Illinois
$69.3K
AG
937
AmeriFlex Group
Nevada
$69.1K +$69.1K +506 New
C
938
Covestor
United Kingdom
$69K -$7.36K -58 -10%
VWM
939
Venturi Wealth Management
Texas
$68.2K +$4.16K +33 +6%
HIIFS
940
Harel Insurance Investments & Financial Services
Israel
$68K +$68K +541 New
CFD
941
Creative Financial Designs
Indiana
$67.9K -$2.52K -20 -4%
HPC
942
HM Payson & Co
Maine
$67.2K -$252 -2 -0.4%
MA
943
MCF Advisors
Kentucky
$66K
CAM
944
Creekmur Asset Management
Illinois
$64K +$378 +3 +0.6%
DMBA
945
Deseret Mutual Benefit Administrators
Utah
$63.9K -$7.44K -59 -10%
MCM
946
MidAtlantic Capital Management
Virginia
$63K
VNA
947
Valley National Advisers
Pennsylvania
$63K
SWM
948
Spire Wealth Management
Virginia
$60.6K +$2.02K +16 +3%
OP
949
ORG Partners
Indiana
$60.2K
FWM
950
FSA Wealth Management
Massachusetts
$58.4K +$252 +2 +0.4%