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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 %
FC
376
Forte Capital
New York
$2.38M -$5.38K -42 -0.2%
ACM
377
Aster Capital Management
United Arab Emirates
$2.38M +$2.38M +18,607 New
DT
378
Diversified Trust
Tennessee
$2.37M +$1.14M +8,940 +94%
NMIMC
379
Northwestern Mutual Investment Management Company
Wisconsin
$2.35M -$88.1K -688 -4%
BPA
380
Beacon Pointe Advisors
California
$2.34M -$18.2K -142 -0.8%
ECM
381
Everence Capital Management
Indiana
$2.26M
TMAM
382
Tokio Marine Asset Management
Japan
$2.26M +$295K +2,305 +15%
Federated Hermes
383
Federated Hermes
Pennsylvania
$2.23M +$1.04M +8,085 +87%
VSQM
384
V-Square Quantitative Management
Illinois
$2.2M +$48.4K +378 +2%
KRSITF
385
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.19M -$275K -2,151 -11%
DADC
386
D.A. Davidson & Co
Montana
$2.19M +$122K +949 +6%
PP
387
Paloma Partners
Connecticut
$2.18M +$615K +4,806 +39%
AWS
388
Atria Wealth Solutions
New York
$2.15M +$76.8K +600 +4%
LF
389
Longbow Finance
Switzerland
$2.14M +$2.14M +16,746 New
PPWP
390
Proquility Private Wealth Partners
Nevada
$2.14M -$486K -3,798 -18%
SLI
391
Sumitomo Life Insurance
Japan
$2.13M +$49.3K +385 +2%
WA
392
Wambolt & Associates
Colorado
$2.12M +$56.3K +441 +3%
EIA
393
Edgemoor Investment Advisors
Maryland
$2.1M -$10.2K -80 -0.5%
BCI
394
Brinker Capital Investments
Pennsylvania
$2.08M +$105K +821 +5%
OPS
395
Orion Portfolio Solutions
Nebraska
$2.08M +$105K +821 +5%
ORC
396
O'Rourke & Company
Massachusetts
$2.08M +$2.95K +23 +0.1%
PA
397
Profund Advisors
Maryland
$2.08M +$891K +6,959 +75%
LCM
398
Liberty Capital Management
Michigan
$2.07M
KAS
399
Kestra Advisory Services
Texas
$2.04M -$1.47M -11,479 -42%
BHCM
400
Brevan Howard Capital Management
Jersey
$2.03M +$2.03M +15,842 New