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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 %
VVP
176
Venture Visionary Partners
Ohio
$7.5M +$6.31K +77 +0.1%
IMCOOI
177
Investment Management Corp of Ontario (IMCO)
Canada
$7.46M +$7.46M +91,100 New
CNB
178
Czech National Bank
Czech Republic
$7.43M +$2.61M +31,812 +54%
NYLIM
179
New York Life Investment Management
New York
$7.37M +$241K +2,945 +3%
MOACM
180
Mutual of America Capital Management
New York
$7.37M -$653K -7,975 -8%
Mariner
181
Mariner
Kansas
$7.33M +$1.65M +20,101 +29%
FRAF
182
Första AP-fonden
Sweden
$7.29M -$508K -6,200 -7%
CAPTRUST Financial Advisors
183
CAPTRUST Financial Advisors
North Carolina
$7.25M -$6.06K -74 -0.1%
TCOT
184
Trust Company of Toledo
Ohio
$7.18M -$99K -1,208 -1%
URS
185
Utah Retirement Systems
Utah
$7M +$16.4K +200 +0.2%
CTC
186
Central Trust Company
Missouri
$6.83M -$79.5K -970 -1%
Public Employees Retirement Association of Colorado
187
Public Employees Retirement Association of Colorado
Colorado
$6.34M -$254K -3,099 -4%
WW
188
Windle Wealth
Oklahoma
$6.18M -$39.8K -486 -0.6%
FAF
189
Fjarde Ap-fonden
Sweden
$6.18M -$713K -8,700 -10%
BAMF
190
BI Asset Management Fondsmaeglerselskab
Denmark
$6.05M +$3.49M +42,635 +137%
CIBC Asset Management
191
CIBC Asset Management
Ontario, Canada
$6.03M +$421K +5,140 +8%
BPCE
192
Bank Pictet & Cie (Europe)
Germany
$5.92M -$80.4K -982 -1%
TG
193
TCW Group
California
$5.8M +$18.5K +226 +0.3%
UOC
194
UBS O'Connor
Illinois
$5.61M +$4.29M +52,396 +326%
M&T Bank
195
M&T Bank
New York
$5.46M +$229K +2,796 +4%
JPMPWA
196
J.P. Morgan Private Wealth Advisors
California
$5.43M +$5.43M +66,285 New
X
197
Xponance
Pennsylvania
$5.43M +$344K +4,201 +7%
Truist Financial
198
Truist Financial
North Carolina
$5.34M -$253K -3,091 -5%
CI Investments Inc
199
CI Investments Inc
Ontario, Canada
$5.33M +$5.21M +63,651 +4,653%
HighTower Advisors
200
HighTower Advisors
Illinois
$5.25M +$253K +3,100 +5%