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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 %
AWM
1026
Abound Wealth Management
Tennessee
$15.8K +$2.51K +20 +19%
EWM
1027
Evermay Wealth Management
Virginia
$15.8K
BC
1028
Bayforest Capital
United Kingdom
$15.1K +$15.1K +120 New
CWP
1029
Concord Wealth Partners
Virginia
$14.8K
WPA
1030
West Paces Advisors
Georgia
$14.7K
PCWA
1031
Pacific Capital Wealth Advisors
California
$14.5K
YDMI
1032
Y.D. More Investments
Israel
$14.1K +$3.15K +25 +29%
CMP
1033
Coston McIsaac & Partners
Maine
$14K
FDW
1034
Fourth Dimension Wealth
Ohio
$14K +$14K +111 New
VFM
1035
Vision Financial Markets
Connecticut
$13.7K +$13.7K +109 New
NC
1036
NewSquare Capital
Pennsylvania
$13.4K +$2.27K +18 +20%
CPBTD
1037
Central Pacific Bank - Trust Division
Hawaii
$13.1K
HWP
1038
Highline Wealth Partners
California
$12.6K +$3.15K +25 +33%
MSFP
1039
Mark Sheptoff Financial Planning
Connecticut
$12.6K
WTA
1040
Washington Trust Advisors
Massachusetts
$12.6K
BC
1041
Barrett & Company
Rhode Island
$12.6K
PSFG
1042
Park Square Financial Group
Georgia
$12.4K +$12.4K +98 New
MSWM
1043
Mowery & Schoenfeld Wealth Management
Illinois
$11.8K +$11.8K +94 New
WAS
1044
Winch Advisory Services
Wisconsin
$11.7K +$126 +1 +1%
CFS
1045
Compass Financial Services
Iowa
$11.6K +$11.6K +92 New
NMG
1046
New Millennium Group
Utah
$11.5K +$11.5K +91 New
AW
1047
Avion Wealth
Texas
$11K +$500 +4 +5%
CNBTD
1048
Citizens National Bank Trust Department
Mississippi
$10.5K
FIA
1049
FPC Investment Advisory
California
$10.2K +$10.2K +75 New
RTL
1050
Red Tortoise LLC
Georgia
$10.2K