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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
376
$709K
377
$706K
378
$701K
379
$700K
380
$696K
381
$687K
382
$681K
383
$677K
384
$665K
385
$659K
386
$636K
387
$633K
388
$625K
389
$624K
390
$621K
391
$611K
392
$610K
393
$607K
394
$605K
395
$602K
396
$601K
397
$594K
398
$573K
399
$572K
400
$568K