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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 %
MCM
951
Manchester Capital Management
Vermont
$57.2K -$1.76K -14 -3%
PB
952
Pinnacle Bancorp
Nebraska
$56.7K
WTFG
953
Wood Tarver Financial Group
Idaho
$54K +$54K +432 New
CIA
954
Cape Investment Advisory
Georgia
$53.2K +$53.2K +422 New
EC
955
Elequin Capital
New York
$51.4K -$1.39K -11 -3%
ADL
956
Asset Dedication LLC
California
$50.8K +$6.55K +52 +15%
CWM
957
Compass Wealth Management
Connecticut
$50.4K
MFC
958
Mechanics Financial Corp
Ohio
$50.4K
FCAS
959
First Command Advisory Services
Texas
$50.4K +$50.4K +400 New
ACA
960
Atlas Capital Advisors
Wyoming
$49.7K
S
961
Sachetta
Massachusetts
$47.9K +$126 +1 +0.3%
PTC
962
Private Trust Company
Ohio
$47.8K +$4.03K +32 +9%
SCM
963
Silvant Capital Management
Georgia
$43.9K
PSB
964
Piscataqua Savings Bank
New Hampshire
$42.6K
IBOK
965
Independence Bank of Kentucky
Kentucky
$42K
NFSG
966
Newbridge Financial Services Group
Florida
$40.7K
WFA
967
West Financial Advisors
Iowa
$40.3K
FMP
968
Financial Management Professionals
Texas
$39.8K -$252 -2 -0.6%
TH
969
TCTC Holdings
Texas
$39.4K +$3.91K +31 +11%
MAM
970
Meeder Asset Management
Ohio
$38.3K -$1.01K -8 -3%
CA
971
Centerpoint Advisors
Massachusetts
$38K
JFA
972
JNBA Financial Advisors
Minnesota
$37.9K
IWP
973
IAG Wealth Partners
Wisconsin
$37.8K
VCM
974
Versant Capital Management
Arizona
$37.8K +$23.6K +187 +165%
FFO
975
Fortitude Family Office
Arizona
$37.4K +$1.01K +8 +3%