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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 %
Alyeska Investment Group
176
Alyeska Investment Group
Illinois
$16.3M +$16.3M +127,694 New
TIAA Trust, National Association
177
TIAA Trust, National Association
North Carolina
$16.3M -$220K -1,719 -1%
TG
178
TCW Group
California
$16.1M -$1.21M -9,464 -7%
PP
179
Prudential plc
United Kingdom
$16M +$3.34M +26,114 +27%
UIM
180
USS Investment Management
United Kingdom
$15.9M +$15K +117 +0.1%
MNA
181
Manning & Napier Advisors
New York
$15.7M -$2.47M -19,326 -14%
TRSOTSOK
182
Teachers Retirement System of the State of Kentucky
Kentucky
$15.6M +$81.7K +638 +0.5%
Wealth Enhancement Advisory Services
183
Wealth Enhancement Advisory Services
Minnesota
$15.4M +$90.1K +704 +0.6%
Caisse de Depot et Placement du Quebec (CDPQ)
184
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$15.4M +$15.4M +120,000 New
Skandinaviska Enskilda Banken (SEB)
185
Skandinaviska Enskilda Banken (SEB)
Sweden
$15.1M +$702K +5,486 +5%
CNB
186
Czech National Bank
Czech Republic
$15.1M +$505K +3,947 +3%
EIP
187
Epoch Investment Partners
New York
$15M -$1.87M -14,601 -11%
Calamos Advisors
188
Calamos Advisors
Illinois
$15M -$367K -2,869 -2%
AB
189
Amalgamated Bank
New York
$14.7M -$648K -5,063 -4%
YCM
190
Yousif Capital Management
Michigan
$13.6M +$426K +3,330 +3%
DnB Asset Management
191
DnB Asset Management
Norway
$13.4M +$1.21M +9,474 +10%
N
192
Natixis
France
$13.3M -$25.7M -200,542 -66%
Point72 Asset Management
193
Point72 Asset Management
Connecticut
$13.3M +$11.5M +90,211 +677%
WBC
194
Westpac Banking Corp
Australia
$13.2M +$53.4K +417 +0.4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
195
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$13.1M -$3.71M -29,000 -22%
Public Sector Pension Investment Board (PSP Investments)
196
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$13M +$1.96M +15,313 +18%
MCM
197
Makena Capital Management
California
$13M -$365K -2,850 -3%
KeyBank National Association
198
KeyBank National Association
Ohio
$12.8M -$64.5M -503,636 -83%
BCIM
199
British Columbia Investment Management
British Columbia, Canada
$12.8M -$1.18M -9,196 -8%
URS
200
Utah Retirement Systems
Utah
$12.8M +$282K +2,200 +2%