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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
276
$1.9M
277
$1.9M
278
$1.9M
279
$1.89M
280
$1.89M
281
$1.88M
282
$1.87M
283
$1.85M
284
$1.85M
285
$1.84M
286
$1.79M
287
$1.78M
288
$1.74M
289
$1.73M
290
$1.66M
291
$1.66M
292
$1.64M
293
$1.64M
294
$1.63M
295
$1.61M
296
$1.57M
297
$1.51M
298
$1.51M
299
$1.51M
300
$1.49M