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Welltower

614 hedge funds and large institutions have $20.9B invested in Welltower in 2015 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 253 increasing their positions, 222 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

16% less capital invested

Capital invested by funds: $24.9B → $20.9B (-$4.03B)

19% less funds holding in top 10

Funds holding in top 10: 2621 (-5)

25% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 59

Holders
614
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$83.1M
Puts
$34M
Net Calls
Net Calls Change

Top Sellers

1 -$306M
2 -$166M
3 -$133M
4
Cohen & Steers
Cohen & Steers
New York
-$107M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$88.3M
Name Holding Trade Value Shares
Change
Change in
Stake
351
$1.11M
352
$1.11M
353
$1.11M
354
$1.11M
355
$1.11M
356
$1.08M
357
$1.07M
358
$1.05M
359
$1.03M
360
$987K
361
$984K
362
$977K
363
$974K
364
$972K
365
$966K
366
$953K
367
$933K
368
$928K
369
$900K
370
$889K
371
$888K
372
$885K
373
$879K
374
$879K
375
$879K