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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
576
$636K
577
$634K
578
$629K
579
$629K
580
$621K
581
$621K
582
$616K
583
$615K
584
$604K
585
$603K
586
$600K
587
$596K
588
$594K
589
$594K
590
$593K
591
$591K
592
$587K
593
$587K
594
$582K
595
$582K
596
$580K
597
$577K
598
$577K
599
$575K
600
$574K