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Welltower

751 hedge funds and large institutions have $17.1B invested in Welltower in 2020 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 276 increasing their positions, 300 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

less call options, than puts

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

44% less capital invested

Capital invested by funds: $30.4B → $17.1B (-$13.2B)

54% less funds holding in top 10

Funds holding in top 10: 136 (-7)

56% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 178

Holders
751
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$54.5M
Puts
$63.5M
Net Calls
Net Calls Change

Top Buyers

1 +$506M
2 +$110M
3 +$72.4M
4
Daiwa Securities Group
Daiwa Securities Group
Japan
+$67.3M
5
UBS Group
UBS Group
Switzerland
+$64.8M

Top Sellers

1 -$188M
2 -$145M
3 -$129M
4
Invesco
Invesco
Georgia
-$117M
5
ZP
Zimmer Partners
New York
-$88.4M
Name Holding Trade Value Shares
Change
Change in
Stake
426
$482K
427
$481K
428
$475K
429
$467K
430
$466K
431
$463K
432
$462K
433
$461K
434
$461K
435
$458K
436
$458K
437
$452K
438
$452K
439
$448K
440
$448K
441
$448K
442
$444K
443
$442K
444
$439K
445
$438K
446
$427K
447
$426K
448
$426K
449
$417K
450
$415K