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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
376
$860K
377
$856K
378
$838K
379
$833K
380
$827K
381
$825K
382
$807K
383
$794K
384
$794K
385
$776K
386
$771K
387
$765K
388
$764K
389
$752K
390
$742K
391
$727K
392
$724K
393
$720K
394
$716K
395
$708K
396
$701K
397
$697K
398
$694K
399
$683K
400
$676K