WELL icon

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 %
GM
301
GeoWealth Management
Illinois
$4.1M +$635K +4,959 +18%
SAM
302
Securian Asset Management
Minnesota
$4.1M -$304K -2,375 -7%
BAMF
303
BI Asset Management Fondsmaeglerselskab
Denmark
$4M -$536K -4,186 -12%
LC
304
Legacy CG
Texas
$3.95M +$3.95M +30,845 New
RRWA
305
Rainey & Randall Wealth Advisors
Florida
$3.91M +$2.95K +23 +0.1%
SSA
306
Schonfeld Strategic Advisors
New York
$3.89M +$2.52M +19,651 +184%
TRCT
307
Tower Research Capital (TRC)
New York
$3.82M -$3.92M -30,596 -51%
DSA
308
Davis Selected Advisers
Arizona
$3.81M -$8.55M -66,760 -69%
William Blair & Company
309
William Blair & Company
Illinois
$3.76M -$23.9K -187 -0.6%
NMERB
310
New Mexico Educational Retirement Board
New Mexico
$3.75M +$179K +1,400 +5%
DILIC
311
Dai-ichi Life Insurance Company
Japan
$3.74M
PWMAG
312
Pinnacle Wealth Management Advisory Group
New Jersey
$3.71M -$18.1K -141 -0.5%
VU
313
Vanderbilt University
Tennessee
$3.7M -$380K -2,971 -9%
RGREA
314
Ranger Global Real Estate Advisors
Colorado
$3.68M +$3.68M +28,717 New
PS
315
Pensionfund Sabic
Netherlands
$3.66M -$602K -4,700 -14%
BMSSC
316
B. Metzler seel. Sohn & Co
Germany
$3.65M -$1.88M -14,716 -34%
SAM
317
Shell Asset Management
Netherlands
$3.63M +$3.63M +28,373 New
TF
318
Trek Financial
Arizona
$3.57M -$615K -4,806 -15%
CGH
319
Crossmark Global Holdings
Texas
$3.57M -$36.1K -282 -1%
OC
320
Oppenheimer & Co
New York
$3.56M -$38.7K -302 -1%
IG
321
ING Group
Netherlands
$3.48M +$3.48M +27,191 New
RJT
322
Raymond James Trust
Florida
$3.48M +$322K +2,517 +10%
EAM
323
Erste Asset Management
Austria
$3.46M +$242K +1,900 +8%
BRWA
324
B. Riley Wealth Advisors
Florida
$3.45M -$470K -3,695 -12%
NWM
325
Nicola Wealth Management
British Columbia, Canada
$3.43M -$727K -4,200 -18%