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Welltower

730 hedge funds and large institutions have $19.1B invested in Welltower in 2020 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 232 increasing their positions, 325 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

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

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

3% less funds holding

Funds holding: 751730 (-21)

15% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 98

29% less repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 325

Holders
730
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$136M
Puts
$97.9M
Net Calls
Net Calls Change

Top Sellers

1 -$171M
2 -$148M
3 -$124M
4
Charles Schwab
Charles Schwab
California
-$92.6M
5
BlackRock
BlackRock
New York
-$85.4M
Name Holding Trade Value Shares
Change
Change in
Stake
351
$879K
352
$877K
353
$865K
354
$863K
355
$862K
356
$844K
357
$840K
358
$830K
359
$814K
360
$810K
361
$791K
362
$786K
363
$780K
364
$773K
365
$759K
366
$758K
367
$751K
368
$750K
369
$749K
370
$735K
371
$727K
372
$723K
373
$721K
374
$720K
375
$712K