WELL icon

Welltower

757 hedge funds and large institutions have $23.5B invested in Welltower in 2018 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 233 increasing their positions, 308 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions 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: $ → $

4% more funds holding

Funds holding: 725757 (+32)

0.01% less ownership

Funds ownership: 90.43%90.42% (-0.01%)

24% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 308

Holders
757
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$82.4M
Puts
$53.7M
Net Calls
Net Calls Change

Top Sellers

1 -$97M
2 -$76.8M
3 -$62.1M
4
Morgan Stanley
Morgan Stanley
New York
-$40.2M
5
EIP
Epoch Investment Partners
New York
-$38.6M
Name Holding Trade Value Shares
Change
Change in
Stake
301
$1.82M
302
$1.82M
303
$1.82M
304
$1.81M
305
$1.8M
306
$1.79M
307
$1.78M
308
$1.76M
309
$1.74M
310
$1.73M
311
$1.69M
312
$1.68M
313
$1.66M
314
$1.63M
315
$1.59M
316
$1.59M
317
$1.58M
318
$1.57M
319
$1.56M
320
$1.53M
321
$1.51M
322
$1.51M
323
$1.5M
324
$1.48M
325
$1.46M