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Welltower

733 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, 274 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

4% less repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 274

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
733
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
251
$2.52M
252
$2.5M
253
$2.49M
254
$2.48M
255
$2.45M
256
$2.45M
257
$2.43M
258
$2.33M
259
$2.32M
260
$2.31M
261
$2.31M
262
$2.3M
263
$2.29M
264
$2.28M
265
$2.25M
266
$2.25M
267
$2.24M
268
$2.23M
269
$2.21M
270
$2.16M
271
$2.09M
272
$2.03M
273
$1.98M
274
$1.98M
275
$1.95M