WELL icon

Welltower

757 hedge funds and large institutions have $23.5B invested in Welltower in 2018 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 233 increasing their positions, 308 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

4% more funds holding

Funds holding: 725757 (+32)

0.01% less ownership

Funds ownership: 90.43%90.42% (-0.01%)

24% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 308

Holders
757
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$82.4M
Puts
$53.7M
Net Calls
Net Calls Change

Top Sellers

1 -$97M
2 -$76.8M
3 -$62.1M
4
Morgan Stanley
Morgan Stanley
New York
-$40.2M
5
EIP
Epoch Investment Partners
New York
-$38.6M
Name Holding Trade Value Shares
Change
Change in
Stake
451
$493K
452
$493K
453
$490K
454
$483K
455
$481K
456
$475K
457
$468K
458
$468K
459
$462K
460
$459K
461
$457K
462
$453K
463
$451K
464
$449K
465
$448K
466
$447K
467
$445K
468
$443K
469
$439K
470
$438K
471
$437K
472
$432K
473
$426K
474
$425K
475
$423K