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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
426
$490K
427
$487K
428
$485K
429
$484K
430
$480K
431
$478K
432
$476K
433
$476K
434
$465K
435
$460K
436
$451K
437
$450K
438
$450K
439
$447K
440
$446K
441
$445K
442
$442K
443
$440K
444
$436K
445
$435K
446
$430K
447
$425K
448
$423K
449
$414K
450
$408K