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Welltower

732 hedge funds and large institutions have $27.4B invested in Welltower in 2021 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 264 increasing their positions, 273 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less funds holding

Funds holding:

1% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 70

3% less repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 273

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
732
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$150M
Puts
$106M
Net Calls
Net Calls Change

Top Buyers

1 +$471M
2 +$321M
3 +$188M
4
JP Morgan Chase
JP Morgan Chase
New York
+$152M
5
PI
PGGM Investments
Netherlands
+$135M

Top Sellers

1 -$236M
2 -$164M
3 -$135M
4
SCCM
Schafer Cullen Capital Management
New York
-$111M
5
Morgan Stanley
Morgan Stanley
New York
-$110M
Name Holding Trade Value Shares
Change
Change in
Stake
226
$3.67M
227
$3.67M
228
$3.51M
229
$3.5M
230
$3.49M
231
$3.48M
232
$3.35M
233
$3.31M
234
$3.28M
235
$3.05M
236
$3.02M
237
$3M
238
$2.98M
239
$2.95M
240
$2.9M
241
$2.85M
242
$2.82M
243
$2.77M
244
$2.68M
245
$2.59M
246
$2.58M
247
$2.54M
248
$2.53M
249
$2.52M
250
$2.52M