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Welltower

733 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, 274 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

4% less repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 274

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
733
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 +$441M
2 +$301M
3 +$176M
4
JP Morgan Chase
JP Morgan Chase
New York
+$142M
5
PI
PGGM Investments
Netherlands
+$126M

Top Sellers

1 -$222M
2 -$154M
3 -$126M
4
SCCM
Schafer Cullen Capital Management
New York
-$104M
5
Morgan Stanley
Morgan Stanley
New York
-$103M
Name Holding Trade Value Shares
Change
Change in
Stake
326
$1.25M
327
$1.24M
328
$1.2M
329
$1.18M
330
$1.18M
331
$1.18M
332
$1.17M
333
$1.17M
334
$1.16M
335
$1.15M
336
$1.15M
337
$1.15M
338
$1.12M
339
$1.1M
340
$1.1M
341
$1.09M
342
$1.08M
343
$1.07M
344
$1.07M
345
$1.06M
346
$1.05M
347
$1.05M
348
$1.02M
349
$1.02M
350
$1.01M