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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
751
$283K
752
$283K
753
$279K
754
$278K
755
$276K
756
$276K
757
$275K
758
$274K
759
$274K
760
$273K
761
$273K
762
$272K
763
$272K
764
$270K
765
$270K
766
$268K
767
$268K
768
$267K
769
$266K
770
$264K
771
$261K
772
$261K
773
$261K
774
$257K
775
$256K