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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 %
LMGAM
251
Liberty Mutual Group Asset Management
Massachusetts
$6.64M -$4.52M -35,305 -41%
ACIM
252
Azimuth Capital Investment Management
Michigan
$6.6M -$1.18M -9,244 -15%
OPERF
253
Oregon Public Employees Retirement Fund
Oregon
$6.34M -$233K -1,822 -4%
WCM
254
Windward Capital Management
California
$6.33M +$210K +1,642 +3%
NB
255
Norinchukin Bank
Japan
$6.31M +$153K +1,197 +2%
PGFC
256
Peapack-Gladstone Financial Corp
New Jersey
$6.04M -$13.1K -102 -0.2%
Capital Fund Management (CFM)
257
Capital Fund Management (CFM)
France
$6.02M -$8.79M -68,678 -59%
CAM
258
Carret Asset Management
New York
$5.93M -$457K -3,570 -7%
GIBU
259
Gulf International Bank (UK)
United Kingdom
$5.93M +$124K +971 +2%
EI
260
Ethic Inc
New York
$5.91M -$360K -3,852 -6%
AAM
261
Advisors Asset Management
Colorado
$5.88M +$443K +3,460 +8%
CPC
262
Consolidated Planning Corp
Georgia
$5.86M +$297K +2,319 +5%
CA
263
Callahan Advisors
Texas
$5.83M -$200K -1,559 -3%
VA
264
Vident Advisory
Georgia
$5.76M -$6.19M -48,342 -52%
US Bancorp
265
US Bancorp
Minnesota
$5.74M -$158K -1,235 -3%
Wealthfront Advisers
266
Wealthfront Advisers
California
$5.71M -$4.74K -37 -0.1%
Pathstone Holdings
267
Pathstone Holdings
New Jersey
$5.71M +$70.2K +548 +1%
GCM
268
Garland Capital Management
Washington
$5.66M -$880K -6,875 -13%
Corient Private Wealth
269
Corient Private Wealth
Florida
$5.64M +$1.02M +7,937 +22%
PA
270
Pinnacle Associates
New York
$5.55M +$121K +1,344 +2%
Jones Financial Companies
271
Jones Financial Companies
Missouri
$5.33M +$2.52M +19,825 +90%
AAS
272
Avantax Advisory Services
Texas
$5.22M -$76.7K -599 -1%
KRS
273
Kentucky Retirement Systems
Kentucky
$5.16M -$607K -4,742 -11%
Northwestern Mutual Wealth Management
274
Northwestern Mutual Wealth Management
Wisconsin
$5.08M -$18.1K -141 -0.4%
BCV
275
Banque Cantonale Vaudoise
Switzerland
$5.05M +$2.49M +19,446 +97%