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Welltower

732 hedge funds and large institutions have $27.4B invested in Welltower in 2021 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 264 increasing their positions, 273 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less funds holding

Funds holding:

1% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 70

3% less repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 273

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
732
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$150M
Puts
$106M
Net Calls
Net Calls Change

Top Buyers

1 +$471M
2 +$321M
3 +$188M
4
JP Morgan Chase
JP Morgan Chase
New York
+$152M
5
PI
PGGM Investments
Netherlands
+$135M

Top Sellers

1 -$236M
2 -$164M
3 -$135M
4
SCCM
Schafer Cullen Capital Management
New York
-$111M
5
Morgan Stanley
Morgan Stanley
New York
-$110M
Name Holding Trade Value Shares
Change
Change in
Stake
376
$802K
377
$798K
378
$797K
379
$786K
380
$779K
381
$765K
382
$765K
383
$761K
384
$754K
385
$752K
386
$746K
387
$743K
388
$724K
389
$718K
390
$716K
391
$714K
392
$713K
393
$710K
394
$703K
395
$702K
396
$701K
397
$700K
398
$688K
399
$680K
400
$650K