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Welltower

1,046 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, 396 increasing their positions, 355 reducing their positions, and 62 closing their positions.

Holders
1,046
Holders Change
+60
Holders Change %
+6.09%
% of All Funds
15.13%
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
396
Reduced
355
Closed
62
Calls
$176M
Puts
$291M
Net Calls
-$114M
Net Calls Change
-$64.1M
Name Market Value Shares Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$12.3B 95,683,214 +1,305,820 +1%
BlackRock
2
BlackRock
New York
$7.88B 61,536,936 +2,560,957 +4%
Cohen & Steers
3
Cohen & Steers
New York
$4.87B 38,025,738 -890,355 -2%
Capital International Investors
4
Capital International Investors
California
$4.71B 36,777,912 +832,530 +2%
State Street
5
State Street
Massachusetts
$4.56B 35,629,771 +16,729 +0%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$2.39B 18,685,844 +1,797,330 +11%
Bank of America
7
Bank of America
North Carolina
$2.18B 17,054,177 -795,840 -4%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$1.85B 14,428,564 +3,977,845 +38%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.65B 12,914,347 -176,578 -1%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$1.63B 12,732,586 -93,002 -0.7%
Principal Financial Group
11
Principal Financial Group
Iowa
$1.56B 12,174,792 -264,384 -2%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$993M 7,758,439 -56,302 -0.7%
Invesco
13
Invesco
Georgia
$950M 7,418,346 +542,468 +8%
Morgan Stanley
14
Morgan Stanley
New York
$921M 7,190,531 -175,385 -2%
Legal & General Group
15
Legal & General Group
United Kingdom
$913M 7,127,541 -203,325 -3%
UBS AM
16
UBS AM
Illinois
$886M 6,920,426 +5,982,711 +638%
Daiwa Securities Group
17
Daiwa Securities Group
Japan
$858M 6,698,839 -519,445 -7%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$813M 6,351,430 -525,524 -8%
DZ Bank
19
DZ Bank
Germany
$805M 6,284,754 +4,029,181 +179%
RC
20
Resolution Capital
Australia
$781M 6,101,824 -716,744 -11%
Charles Schwab
21
Charles Schwab
California
$777M 6,066,213 +46,332 +0.8%
Northern Trust
22
Northern Trust
Illinois
$703M 5,491,267 -215,920 -4%
CIM
23
Centersquare Investment Management
Pennsylvania
$661M 5,166,733 -110,982 -2%
Nuveen Asset Management
24
Nuveen Asset Management
Illinois
$619M 4,837,441 +79,576 +2%
Deutsche Bank
25
Deutsche Bank
Germany
$608M 4,748,547 -765,421 -14%