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Welltower

1,047 hedge funds and large institutions have $72.8B invested in Welltower in 2024 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 397 increasing their positions, 355 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,047
Holders Change
+60
Holders Change %
+6.08%
% of All Funds
15.15%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.3%
New
135
Increased
397
Reduced
355
Closed
62
Calls
$176M
Puts
$291M
Net Calls
-$114M
Net Calls Change
-$64.1M
Name Holding Trade Value Shares
Change
Shares
Change %
SG Americas Securities
226
SG Americas Securities
New York
$9.54M -$3.64M -28,426 -28%
Pacer Advisors
227
Pacer Advisors
Pennsylvania
$9.4M +$4.01M +31,322 +74%
GCA
228
GSI Capital Advisors
California
$9.4M -$1.08M -8,466 -10%
CTC
229
Central Trust Company
Missouri
$9.37M -$233K -1,821 -2%
Osaic Holdings
230
Osaic Holdings
Arizona
$9.36M -$1.02M -7,965 -10%
FAM
231
Fred Alger Management
New York
$9.35M +$3.75M +29,306 +67%
Credit Agricole
232
Credit Agricole
France
$9.07M +$1.35M +10,537 +17%
Rockefeller Capital Management
233
Rockefeller Capital Management
New York
$8.99M +$572K +4,470 +7%
WW
234
Windle Wealth
Oklahoma
$8.86M +$39.9K +312 +0.5%
QCM
235
QRG Capital Management
Illinois
$8.75M +$1.67M +13,015 +24%
IIM
236
INTECH Investment Management
Florida
$8.59M +$4.68M +36,580 +120%
Janney Montgomery Scott
237
Janney Montgomery Scott
Pennsylvania
$8.55M +$1.61M +12,599 +23%
PDN
238
Pensionfund DSM Netherlands
Netherlands
$8.16M
AM
239
AGF Management
Ontario, Canada
$7.84M +$202K +1,575 +3%
CIBC World Market
240
CIBC World Market
Ontario, Canada
$7.78M +$2.21M +17,287 +40%
Fifth Third Bancorp
241
Fifth Third Bancorp
Ohio
$7.44M +$234K +1,828 +3%
VPIM
242
Vanguard Personalized Indexing Management
California
$7.25M +$721K +5,632 +11%
II
243
Inspire Investing
Idaho
$7.21M +$6.89M +53,785 +2,118%
HTIM
244
Harbour Trust & Investment Management
Indiana
$7.11M -$22.8K -178 -0.3%
OSAM
245
O'Shaughnessy Asset Management
Connecticut
$7.08M +$715K +5,604 +11%
AMG
246
Advisors Management Group
Wisconsin
$7.08M -$22K -172 -0.3%
Allspring Global Investments
247
Allspring Global Investments
North Carolina
$7.03M -$67K -523 -0.9%
MYAM
248
Meiji Yasuda Asset Management
Japan
$6.77M +$3.86M +30,113 +132%
EMPI
249
Elo Mutual Pension Insurance
Finland
$6.76M -$375K -2,932 -5%
CIS
250
Connors Investor Services
Pennsylvania
$6.73M -$8.36M -65,479 -55%