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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
401
$650K
402
$650K
403
$622K
404
$619K
405
$619K
406
$615K
407
$614K
408
$613K
409
$595K
410
$589K
411
$575K
412
$563K
413
$551K
414
$549K
415
$548K
416
$548K
417
$547K
418
$546K
419
$536K
420
$534K
421
$519K
422
$512K
423
$501K
424
$495K
425
$491K