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Welltower

782 hedge funds and large institutions have $29.9B invested in Welltower in 2022 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 324 increasing their positions, 239 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

22% less funds holding in top 10

Funds holding in top 10: 1814 (-4)

25% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 83

36% less call options, than puts

Call options by funds: $77.6M | Put options by funds: $120M

Holders
782
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$77.6M
Puts
$120M
Net Calls
Net Calls Change

Top Buyers

1 +$507M
2 +$387M
3 +$143M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$108M
5
Daiwa Securities Group
Daiwa Securities Group
Japan
+$95.5M

Top Sellers

1 -$226M
2 -$213M
3 -$164M
4
Invesco
Invesco
Georgia
-$95.4M
5
JP Morgan Chase
JP Morgan Chase
New York
-$68.6M
Name Holding Trade Value Shares
Change
Change in
Stake
351
$1.02M
352
$1.02M
353
$1.02M
354
$1.01M
355
$1.01M
356
$1M
357
$1M
358
$1M
359
$999K
360
$990K
361
$983K
362
$981K
363
$980K
364
$972K
365
$935K
366
$933K
367
$927K
368
$911K
369
$898K
370
$874K
371
$873K
372
$869K
373
$858K
374
$815K
375
$810K