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Welltower

1,047 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, 397 increasing their positions, 355 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,047
Holders Change
+60
Holders Change %
+6.08%
% of All Funds
15.15%
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
397
Reduced
355
Closed
62
Calls
$176M
Puts
$291M
Net Calls
-$114M
Net Calls Change
-$64.1M
Name Holding Trade Value Shares
Change
Shares
Change %
CM
1051
Cercano Management
Washington
-$12.1M -115,822 Closed
TPSF
1052
Texas Permanent School Fund
Texas
-$10.3M -99,079 Closed
QT
1053
Quantbot Technologies
New York
-$4.55M -43,676 Closed
ECM
1054
ExodusPoint Capital Management
New York
-$4.07M -39,074 Closed
JFG
1055
Jefferies Financial Group
New York
-$3.7M -35,499 Closed
FC
1056
FORA Capital
Florida
-$2.61M -25,080 Closed
XT
1057
XTX Topco
Cayman Islands
-$2.52M -24,135 Closed
LA
1058
LBP AM
France
-$2.36M -22,626 Closed
AGM
1059
Alpine Global Management
New York
-$2.29M -22,000 Closed
LMIM
1060
Lockheed Martin Investment Management
Maryland
-$1.5M -14,350 Closed
ET
1061
Entropy Technologies
New York
-$1.44M -13,794 Closed
SW
1062
Simplicity Wealth
New Jersey
-$1.27M -12,155 Closed
PS
1063
Presima Securities
Quebec, Canada
-$1.24M -11,937 Closed
NRD
1064
Nebula Research & Development
New York
-$1.05M -10,033 Closed
CAS
1065
CTC Alternative Strategies
Illinois
-$1.04M -9,997 Closed
QIM
1066
Quantitative Investment Management
Virginia
-$1.02M -9,746 Closed
Nomura Holdings
1067
Nomura Holdings
Japan
-$980K -9,404 Closed
OTL
1068
Oak Thistle LLC
New York
-$740K -7,097 Closed
VF
1069
Virtu Financial
New York
-$641K -6,146 Closed
Capstone Investment Advisors
1070
Capstone Investment Advisors
New York
-$599K -5,748 Closed
IWA
1071
IBEX Wealth Advisors
New Jersey
-$558K -5,348 Closed
KWA
1072
Kingswood Wealth Advisors
California
-$489K -4,693 Closed
LFA
1073
Livelsberger Financial Advisory
Ohio
-$383K -3,678 Closed
SW
1074
SVB Wealth
Massachusetts
-$342K -3,279 Closed
MNBTD
1075
Moody National Bank Trust Division
Texas
-$330K -3,164 Closed