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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 %
BA
201
Bridgewater Associates
Connecticut
$5.23M -$11.5M -139,843 -69%
PA
202
Pinnacle Associates
New York
$4.98M -$28.5K -348 -0.6%
FMI
203
Factory Mutual Insurance
Massachusetts
$4.97M
ACIM
204
Azimuth Capital Investment Management
Michigan
$4.95M +$42.2K +515 +0.9%
IG
205
ING Group
Netherlands
$4.86M +$4.86M +59,267 New
CAM
206
Carret Asset Management
New York
$4.85M -$93K -1,135 -2%
AMG
207
Advisors Management Group
Wisconsin
$4.83M -$55.6K -679 -1%
MGP
208
Metis Global Partners
California
$4.78M +$363K +4,435 +8%
Rafferty Asset Management
209
Rafferty Asset Management
New York
$4.75M +$415K +5,061 +10%
Mackenzie Financial
210
Mackenzie Financial
Ontario, Canada
$4.74M +$492K +6,201 +12%
SDIC
211
South Dakota Investment Council
South Dakota
$4.69M
PDN
212
Pensionfund DSM Netherlands
Netherlands
$4.57M
GCM
213
Garland Capital Management
Washington
$4.56M +$2.7K +33 +0.1%
Allspring Global Investments
214
Allspring Global Investments
North Carolina
$4.55M +$111K +1,356 +3%
Robeco Institutional Asset Management
215
Robeco Institutional Asset Management
Netherlands
$4.54M +$833K +10,173 +22%
LMGAM
216
Liberty Mutual Group Asset Management
Massachusetts
$4.51M -$2.86M -34,943 -39%
Creative Planning
217
Creative Planning
Kansas
$4.35M +$721K +8,801 +20%
SG Americas Securities
218
SG Americas Securities
New York
$4.33M -$2.45M -29,861 -36%
SP
219
Sarasin & Partners
United Kingdom
$4.25M -$387K -4,720 -8%
Janney Montgomery Scott
220
Janney Montgomery Scott
Pennsylvania
$4.21M -$182K -2,218 -4%
GCA
221
GSI Capital Advisors
California
$4.14M -$251K -3,060 -6%
AAF
222
Andra AP-fonden
Sweden
$4.14M -$98.3K -1,200 -2%
QCM
223
QRG Capital Management
Illinois
$4.13M +$4.13M +50,469 New
WCM
224
Windward Capital Management
California
$4.05M -$10.6K -130 -0.3%
CA
225
Callahan Advisors
Texas
$3.99M -$104K -1,270 -3%