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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
776
$255K
777
$254K
778
$254K
779
$253K
780
$252K
781
$251K
782
$251K
783
$250K
784
$249K
785
$245K
786
$244K
787
$243K
788
$242K
789
$240K
790
$239K
791
$238K
792
$236K
793
$236K
794
$235K
795
$233K
796
$232K
797
$230K
798
$229K
799
$229K
800
$228K