WELL icon

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
401
$663K
402
$662K
403
$656K
404
$644K
405
$636K
406
$626K
407
$619K
408
$613K
409
$608K
410
$602K
411
$590K
412
$580K
413
$575K
414
$570K
415
$561K
416
$552K
417
$547K
418
$541K
419
$538K
420
$531K
421
$530K
422
$526K
423
$525K
424
$522K
425
$517K