Welltower
WELL
WELL
809 hedge funds and large institutions have $39.9B invested in Welltower in 2023 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 299 increasing their positions, 257 reducing their positions, and 38 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
13% more funds holding in top 10
Funds holding in top 10: 16 → 18 (+2)
5% more funds holding
Funds holding: 773 → 809 (+36)
0.98% more ownership
Funds ownership: 98.2% → 99.18% (+0.98%)
Holders
809
Holding in Top 10
18
Calls
$134M
Puts
$41.8M
Top Buyers
| 1 | +$551M | |
| 2 | +$296M | |
| 3 | +$237M | |
| 4 |
JP Morgan Chase
New York
|
+$205M |
| 5 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
+$148M |
Top Sellers
| 1 | -$510M | |
| 2 | -$152M | |
| 3 | -$150M | |
| 4 |
OIAM
OFI Invest Asset Management
Paris,
France
|
-$88.5M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$75.3M |