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Welltower

1,050 hedge funds and large institutions have $76.9B invested in Welltower in 2024 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 397 increasing their positions, 356 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0.83% more ownership

Funds ownership: 97.78%98.61% (+0.83%)

5% less funds holding in top 10

Funds holding in top 10: 2221 (-1)

37% less call options, than puts

Call options by funds: $176M | Put options by funds: $282M

Holders
1,050
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$176M
Puts
$282M
Net Calls
Net Calls Change

Top Buyers

1 +$766M
2 +$516M
3 +$509M
4
BlackRock
BlackRock
New York
+$328M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$230M

Top Sellers

1 -$181M
2 -$168M
3 -$114M
4
Citigroup
Citigroup
New York
-$109M
5
Bank of America
Bank of America
North Carolina
-$102M
Name Holding Trade Value Shares
Change
Change in
Stake
426
$1.68M
427
$1.67M
428
$1.66M
429
$1.65M
430
$1.65M
431
$1.64M
432
$1.64M
433
$1.58M
434
$1.56M
435
$1.56M
436
$1.54M
437
$1.54M
438
$1.52M
439
$1.5M
440
$1.5M
441
$1.49M
442
$1.49M
443
$1.48M
444
$1.47M
445
$1.44M
446
$1.44M
447
$1.44M
448
$1.43M
449
$1.42M
450
$1.41M