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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 %
MSRPS
251
Maryland State Retirement & Pension System
Maryland
$3.11M
VPIM
252
Vanguard Personalized Indexing Management
California
$3.1M +$241K +2,941 +8%
BMSSC
253
B. Metzler seel. Sohn & Co
Germany
$3.08M +$255K +3,108 +9%
MLICM
254
Metropolitan Life Insurance Company (MetLife)
New York
$3.06M +$45.1K +550 +1%
SAM
255
Securian Asset Management
Minnesota
$3.05M -$272K -3,322 -8%
KFP
256
KMG Fiduciary Partners
Ohio
$3.05M -$74.1K -905 -2%
LMIM
257
Lockheed Martin Investment Management
Maryland
$3M
IMPI
258
Ilmarinen Mutual Pension Insurance
Finland
$2.99M +$2.99M +36,500 New
Cambridge Investment Research Advisors
259
Cambridge Investment Research Advisors
Iowa
$2.92M -$264K -3,227 -8%
CGPCS
260
Capital Group Private Client Services
California
$2.89M -$70K -854 -2%
BRWA
261
B. Riley Wealth Advisors
Florida
$2.82M +$5.16K +63 +0.2%
ST
262
Spinnaker Trust
Maine
$2.78M -$229K -2,795 -8%
Wealthfront Advisers
263
Wealthfront Advisers
California
$2.77M +$853K +10,407 +44%
AM
264
AGF Management
Ontario, Canada
$2.73M -$128K -1,558 -4%
OSAM
265
O'Shaughnessy Asset Management
Connecticut
$2.73M +$239K +2,916 +10%
KBC Group
266
KBC Group
Belgium
$2.67M +$33.9K +414 +1%
N
267
Natixis
France
$2.66M +$2.54M +30,984 +2,167%
VI
268
Vestcor Inc
New Brunswick, Canada
$2.65M -$3.71M -45,323 -58%
Corient Private Wealth
269
Corient Private Wealth
Florida
$2.64M +$216K +2,631 +9%
Impax Asset Management Group
270
Impax Asset Management Group
United Kingdom
$2.63M -$74.6K -911 -3%
LSERS
271
Louisiana State Employees Retirement System
Louisiana
$2.63M +$115K +1,400 +5%
Caisse de Depot et Placement du Quebec (CDPQ)
272
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.62M +$2.62M +32,000 New
Pacer Advisors
273
Pacer Advisors
Pennsylvania
$2.6M +$71.5K +873 +3%
WCA
274
Westover Capital Advisors
Delaware
$2.55M +$2.55M +31,162 New
SAM
275
Shell Asset Management
Netherlands
$2.54M -$45.7K -558 -2%