WELL icon

Welltower

1,046 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, 396 increasing their positions, 355 reducing their positions, and 62 closing their positions.

Holders
1,046
Holders Change
+60
Holders Change %
+6.09%
% of All Funds
15.13%
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
396
Reduced
355
Closed
62
Calls
$176M
Puts
$291M
Net Calls
-$114M
Net Calls Change
-$64.1M
Name Holding Trade Value Shares
Change
Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$516M +$15.9M +124,212 +3%
Russell Investments Group
27
Russell Investments Group
United Kingdom
$487M -$48.2M -376,307 -9%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$482M -$33.1M -258,654 -6%
ZP
29
Zimmer Partners
New York
$425M
Amundi
30
Amundi
France
$397M +$12.5M +100,209 +3%
Prudential Financial
31
Prudential Financial
New Jersey
$380M +$50.9M +397,617 +15%
Sumitomo Mitsui Trust Group
32
Sumitomo Mitsui Trust Group
Japan
$373M +$37.4M +291,839 +11%
PI
33
PGGM Investments
Netherlands
$335M +$37.3M +291,706 +13%
SEI Investments
34
SEI Investments
Pennsylvania
$335M -$16.8M -131,312 -5%
DPIM
35
Duff & Phelps Investment Management
Illinois
$325M +$11.7M +91,469 +4%
HSBC Holdings
36
HSBC Holdings
United Kingdom
$281M +$89.4M +698,889 +47%
Canada Pension Plan Investment Board
37
Canada Pension Plan Investment Board
Ontario, Canada
$274M +$3.3M +25,766 +1%
Macquarie Group
38
Macquarie Group
Australia
$250M -$11.2M -87,825 -4%
Swiss National Bank
39
Swiss National Bank
Switzerland
$227M +$11.6M +90,400 +5%
UBS Group
40
UBS Group
Switzerland
$216M +$68.3M +533,846 +46%
Barclays
41
Barclays
United Kingdom
$216M +$48.8M +380,888 +29%
Ameriprise
42
Ameriprise
Minnesota
$212M -$30.3M -242,130 -13%
CIMLRA
43
CBRE Investment Management Listed Real Assets
Pennsylvania
$211M -$27.9M -217,604 -12%
Citadel Advisors
44
Citadel Advisors
Florida
$198M +$187M +1,457,688 +1,639%
VOYA Investment Management
45
VOYA Investment Management
Georgia
$187M -$87.1M -681,418 -32%
National Pension Service
46
National Pension Service
South Korea
$177M +$28.2M +220,201 +19%
ACM
47
AEW Capital Management
Massachusetts
$175M +$2.34M +18,252 +1%
LIMS
48
Lasalle Investment Management Securities
Maryland
$172M +$51.5M +402,263 +43%
AAMU
49
APG Asset Management US
New York
$168M +$9.79M +76,699 +6%
Aberdeen Group
50
Aberdeen Group
United Kingdom
$167M +$18.9M +148,017 +13%