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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
15.14%
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 %
MSU
276
Mizuho Securities USA
New York
$4.8M -$1.1M -8,580 -19%
SCM
277
Sterling Capital Management
North Carolina
$4.78M +$4.78M +37,299 New
HIMCH
278
Hartford Investment Management Co (HIMCO)
Connecticut
$4.67M -$238K -1,856 -5%
QCM
279
Quantinno Capital Management
New York
$4.66M +$496K +3,872 +12%
Impax Asset Management Group
280
Impax Asset Management Group
United Kingdom
$4.66M +$887K +6,927 +24%
KFP
281
KMG Fiduciary Partners
Ohio
$4.65M -$48.1K -376 -1%
SCM
282
Stevens Capital Management
Pennsylvania
$4.63M +$4.63M +36,148 New
BCMO
283
Buckingham Capital Management (Ohio)
Ohio
$4.6M +$1.05M +8,214 +30%
SOAMC
284
Spirit of America Management Corp
New York
$4.59M +$83.2K +650 +2%
GAM
285
Gotham Asset Management
New York
$4.54M +$4.74K +37 +0.1%
MML Investors Services
286
MML Investors Services
Massachusetts
$4.54M +$57.2K +447 +1%
Brown Advisory
287
Brown Advisory
Maryland
$4.51M -$21.4K -167 -0.5%
AI
288
Atria Investments
North Carolina
$4.49M +$759K +5,927 +20%
MSRPS
289
Maryland State Retirement & Pension System
Maryland
$4.45M -$1.45M -11,356 -25%
DLCIG
290
D.L. Carlson Investment Group
New Hampshire
$4.45M -$6.02K -47 -0.1%
DEA
291
DoubleLine ETF Adviser
Florida
$4.44M +$4.44M +34,692 New
Cambridge Investment Research Advisors
292
Cambridge Investment Research Advisors
Iowa
$4.42M +$413K +3,222 +10%
OAM
293
Oppenheimer Asset Management
New York
$4.4M -$536K -4,190 -11%
SP
294
Sarasin & Partners
United Kingdom
$4.35M
Truist Financial
295
Truist Financial
North Carolina
$4.25M -$3.05M -23,856 -42%
LOAME
296
Lombard Odier Asset Management (Europe)
United Kingdom
$4.22M +$4.22M +33,000 New
ST
297
Spinnaker Trust
Maine
$4.19M -$43K -336 -1%
WCA
298
Westover Capital Advisors
Delaware
$4.18M -$18.7K -146 -0.4%
LSERS
299
Louisiana State Employees Retirement System
Louisiana
$4.17M -$154K -1,200 -4%
NW
300
Naviter Wealth
Arkansas
$4.1M -$357K -2,788 -8%