Welltower
WELL
WELL
1,055 hedge funds and large institutions have $76.9B invested in Welltower in 2024 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 399 increasing their positions, 357 reducing their positions, and 60 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
0.85% more ownership
Funds ownership: 97.81% → 98.66% (+0.85%)
5% less funds holding in top 10
Funds holding in top 10: 22 → 21 (-1)
37% less call options, than puts
Call options by funds: $176M | Put options by funds: $282M
Holders
1,055
Holding in Top 10
21
Calls
$176M
Puts
$282M
Top Buyers
| 1 | +$698M | |
| 2 | +$470M | |
| 3 | +$464M | |
| 4 |
BlackRock
New York
|
+$299M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$210M |
Top Sellers
| 1 | -$165M | |
| 2 | -$153M | |
| 3 | -$104M | |
| 4 |
Citigroup
New York
|
-$99.7M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$92.9M |