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Welltower

1,053 hedge funds and large institutions have $76.9B invested in Welltower in 2024 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 397 increasing their positions, 357 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
1,053
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
$284K
752
$284K
753
$283K
754
$283K
755
$279K
756
$278K
757
$276K
758
$276K
759
$275K
760
$274K
761
$274K
762
$273K
763
$273K
764
$272K
765
$272K
766
$270K
767
$270K
768
$268K
769
$268K
770
$267K
771
$266K
772
$264K
773
$261K
774
$261K
775
$261K