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Welltower

822 hedge funds and large institutions have $42B invested in Welltower in 2023 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 331 increasing their positions, 257 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
822
Holders Change
+15
Holders Change %
+1.86%
% of All Funds
13.11%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.26%
New
69
Increased
331
Reduced
257
Closed
47
Calls
$120M
Puts
$51.2M
Net Calls
+$68.6M
Net Calls Change
-$23.5M
Name Holding Trade Value Shares
Change
Shares
Change %
VanEck Associates
126
VanEck Associates
New York
$15.1M +$709K +8,657 +5%
ERSOT
127
Employees Retirement System of Texas
Texas
$14.3M
ATN
128
AMF Tjänstepension
Sweden
$13.9M
LGF
129
LGT Group Foundation
Liechtenstein
$13.7M -$59.2K -724 -0.4%
OCBCO
130
Oversea-Chinese Banking Corp (OCBC)
Singapore
$13M -$582K -7,103 -4%
TIAA Trust, National Association
131
TIAA Trust, National Association
North Carolina
$13M +$13M +158,838 New
First Trust Advisors
132
First Trust Advisors
Illinois
$12.8M +$3.52M +42,992 +38%
MYAM
133
Meiji Yasuda Asset Management
Japan
$12.7M -$55.1K -673 -0.4%
RJFSA
134
Raymond James Financial Services Advisors
Florida
$12.6M +$83.8K +1,023 +0.7%
GC
135
Guggenheim Capital
Illinois
$12.6M -$812K -9,908 -6%
DSA
136
Davis Selected Advisers
Arizona
$12.5M -$2.36M -28,860 -16%
LPL Financial
137
LPL Financial
California
$12.5M -$269K -3,280 -2%
State of Tennessee, Department of Treasury
138
State of Tennessee, Department of Treasury
Tennessee
$12.4M +$2.32M +28,370 +23%
Osaic Holdings
139
Osaic Holdings
Arizona
$12.2M +$3.49M +42,553 +40%
SMDAM
140
Sumitomo Mitsui DS Asset Management
Japan
$12.1M +$592K +7,230 +5%
SOMRS
141
State of Michigan Retirement System
Michigan
$11.6M +$451K +5,500 +4%
AIG
142
American International Group
New York
$11.6M +$600K +7,323 +5%
ASRS
143
Arizona State Retirement System
Arizona
$11.5M -$96.5K -1,178 -0.8%
CGIM
144
Capital Group Investment Management
Singapore
$11.3M -$2.37M -28,979 -17%
Thrivent Financial for Lutherans
145
Thrivent Financial for Lutherans
Minnesota
$11.1M -$3.28M -40,041 -23%
MCM
146
Makena Capital Management
California
$11.1M +$620K +7,565 +6%
Allianz Asset Management
147
Allianz Asset Management
Germany
$11M +$39.9K +487 +0.4%
CM
148
Cercano Management
Washington
$10.9M
Stifel Financial
149
Stifel Financial
Missouri
$10.7M -$101K -1,237 -0.9%
AB
150
Amalgamated Bank
New York
$10.7M +$696K +8,500 +7%