WELL icon

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 %
Commonwealth Equity Services
201
Commonwealth Equity Services
Massachusetts
$12.3M -$115K -898 -0.9%
MGP
202
Metis Global Partners
California
$11.6M +$1.87M +14,619 +19%
TW
203
Transform Wealth
Colorado
$11.5M +$1.18M +9,215 +11%
Cetera Investment Advisers
204
Cetera Investment Advisers
Illinois
$11.3M +$377K +2,941 +3%
HighTower Advisors
205
HighTower Advisors
Illinois
$11.2M +$2.62M +20,445 +30%
AA
206
AQR Arbitrage
Connecticut
$10.9M +$1.73M +13,624 +19%
CIBC Asset Management
207
CIBC Asset Management
Ontario, Canada
$10.8M +$592K +4,622 +6%
TCOT
208
Trust Company of Toledo
Ohio
$10.7M -$156K -1,218 -1%
X
209
Xponance
Pennsylvania
$10.6M +$303K +2,370 +3%
ATN
210
AMF Tjänstepension
Sweden
$10.6M
VVP
211
Venture Visionary Partners
Ohio
$10.6M -$602K -4,701 -5%
Mirae Asset Global Investments
212
Mirae Asset Global Investments
South Korea
$10.6M +$2.88M +24,520 +37%
Rafferty Asset Management
213
Rafferty Asset Management
New York
$10.5M -$37.9K -296 -0.4%
LGF
214
LGT Group Foundation
Liechtenstein
$10.5M -$965K -7,600 -8%
TAF
215
Tredje AP-fonden
Sweden
$10.4M
Mercer Global Advisors
216
Mercer Global Advisors
Colorado
$10.3M +$1.03M +8,046 +11%
Public Employees Retirement Association of Colorado
217
Public Employees Retirement Association of Colorado
Colorado
$10.3M +$137K +1,074 +1%
Mariner
218
Mariner
Kansas
$10.2M +$444K +3,469 +5%
Mirae Asset Global ETFs Holdings
219
Mirae Asset Global ETFs Holdings
Hong Kong
$10.2M -$101K -786 -1%
Bank of Nova Scotia
220
Bank of Nova Scotia
Ontario, Canada
$10.1M +$1.77M +13,825 +21%
FAF
221
Fjarde Ap-fonden
Sweden
$10M +$10M +78,439 New
CAPTRUST Financial Advisors
222
CAPTRUST Financial Advisors
North Carolina
$10M -$557K -4,354 -5%
M&T Bank
223
M&T Bank
New York
$9.97M +$306K +2,389 +3%
MOACM
224
Mutual of America Capital Management
New York
$9.91M -$556K -4,340 -5%
VLKIM
225
Van Lanschot Kempen Investment Management
Netherlands
$9.57M +$2.75M +21,485 +40%