WELL icon

Welltower

701 hedge funds and large institutions have $21B invested in Welltower in 2020 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 232 increasing their positions, 309 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

4% less funds holding

Funds holding: 730701 (-29)

25% less repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 309

30% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 74

Holders
701
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$121M
Puts
$83.2M
Net Calls
Net Calls Change

Top Buyers

1 +$356M
2 +$323M
3 +$121M
4
BlackRock
BlackRock
New York
+$82.5M
5
EC
Eminence Capital
New York
+$80.2M

Top Sellers

1 -$351M
2 -$174M
3 -$172M
4
Morgan Stanley
Morgan Stanley
New York
-$129M
5
State Street
State Street
Massachusetts
-$105M
Name Holding Trade Value Shares
Change
Change in
Stake
276
$1.65M
277
$1.65M
278
$1.64M
279
$1.64M
280
$1.6M
281
$1.6M
282
$1.57M
283
$1.54M
284
$1.53M
285
$1.52M
286
$1.51M
287
$1.47M
288
$1.46M
289
$1.37M
290
$1.34M
291
$1.34M
292
$1.34M
293
$1.32M
294
$1.32M
295
$1.31M
296
$1.29M
297
$1.28M
298
$1.28M
299
$1.26M
300
$1.25M