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Welltower

822 hedge funds and large institutions have $42B invested in Welltower in 2023 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 331 increasing their positions, 257 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
822
Holders Change
+15
Holders Change %
+1.86%
% of All Funds
13.11%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.26%
New
69
Increased
331
Reduced
257
Closed
47
Calls
$120M
Puts
$51.2M
Net Calls
+$68.6M
Net Calls Change
-$23.5M
Name Holding Trade Value Shares
Change
Shares
Change %
PGFC
226
Peapack-Gladstone Financial Corp
New Jersey
$3.91M +$34.2K +418 +0.9%
CAN
227
Cetera Advisor Networks
California
$3.89M +$207K +2,530 +6%
Bank of Nova Scotia
228
Bank of Nova Scotia
Ontario, Canada
$3.87M +$576K +7,029 +17%
AAM
229
Advisors Asset Management
Colorado
$3.74M -$479K -5,852 -11%
BCIM
230
British Columbia Investment Management
British Columbia, Canada
$3.7M +$35.1K +428 +1%
GIBU
231
Gulf International Bank (UK)
United Kingdom
$3.7M -$400K -4,879 -10%
CS
232
Candriam SCA
Luxembourg
$3.66M +$328 +4 +0%
NB
233
Norinchukin Bank
Japan
$3.66M -$804K -9,819 -18%
Northwestern Mutual Wealth Management
234
Northwestern Mutual Wealth Management
Wisconsin
$3.6M -$1.34M -16,354 -27%
PAM
235
Private Asset Management
California
$3.53M +$140K +1,706 +4%
Rockefeller Capital Management
236
Rockefeller Capital Management
New York
$3.52M -$1.18M -14,377 -25%
TRSOTSOK
237
Teachers Retirement System of the State of Kentucky
Kentucky
$3.46M
HIMCH
238
Hartford Investment Management Co (HIMCO)
Connecticut
$3.44M +$17K +208 +0.5%
EMPI
239
Elo Mutual Pension Insurance
Finland
$3.41M +$62.2K +759 +2%
Voloridge Investment Management
240
Voloridge Investment Management
Florida
$3.4M +$3.4M +41,560 New
APG Asset Management
241
APG Asset Management
Netherlands
$3.38M +$1.72M +21,000 +104%
KRS
242
Kentucky Retirement Systems
Kentucky
$3.33M +$59.6K +727 +2%
Fifth Third Bancorp
243
Fifth Third Bancorp
Ohio
$3.3M +$157K +1,921 +5%
OAM
244
Oppenheimer Asset Management
New York
$3.3M +$26.5K +323 +0.8%
OPERF
245
Oregon Public Employees Retirement Fund
Oregon
$3.29M +$122K +1,490 +4%
Nordea Investment Management
246
Nordea Investment Management
Sweden
$3.25M -$42.3K -512 -1%
US Bancorp
247
US Bancorp
Minnesota
$3.23M +$15.2K +185 +0.5%
Brown Advisory
248
Brown Advisory
Maryland
$3.21M -$90.3K -1,102 -3%
VA
249
Vident Advisory
Georgia
$3.21M +$3.21M +39,205 New
PP
250
Prudential plc
United Kingdom
$3.11M +$394K +4,804 +14%