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Welltower

1,048 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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

4.34% less ownership

Funds ownership: 97.78%93.44% (-4.3%)

5% less funds holding in top 10

Funds holding in top 10: 2221 (-1)

39% less call options, than puts

Call options by funds: $176M | Put options by funds: $291M

Holders
1,048
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$176M
Puts
$291M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1
$12.3B
2
$7.88B
3
$4.87B
4
$4.71B
5
$4.56B
6
$2.39B
7
$2.18B
8
$1.85B
9
$1.65B
10
$1.63B
11
$1.56B
12
$993M
13
$950M
14
$921M
15
$913M
16
$886M
17
$858M
18
$813M
19
$805M
20
$781M
21
$777M
22
$703M
23
$661M
24
$619M
25
$608M