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Welltower

733 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, 274 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

4% less repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 274

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
733
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 +$441M
2 +$301M
3 +$176M
4
JP Morgan Chase
JP Morgan Chase
New York
+$142M
5
PI
PGGM Investments
Netherlands
+$126M

Top Sellers

1 -$222M
2 -$154M
3 -$126M
4
SCCM
Schafer Cullen Capital Management
New York
-$104M
5
Morgan Stanley
Morgan Stanley
New York
-$103M
Name Holding Trade Value Shares
Change
Change in
Stake
376
$808K
377
$802K
378
$798K
379
$797K
380
$786K
381
$779K
382
$765K
383
$765K
384
$761K
385
$754K
386
$752K
387
$746K
388
$743K
389
$724K
390
$718K
391
$716K
392
$714K
393
$713K
394
$710K
395
$703K
396
$702K
397
$701K
398
$700K
399
$688K
400
$680K