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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
501
$255K
502
$250K
503
$247K
504
$245K
505
$242K
506
$241K
507
$240K
508
$239K
509
$237K
510
$232K
511
$232K
512
$231K
513
$230K
514
$230K
515
$229K
516
$228K
517
$216K
518
$214K
519
$213K
520
$208K
521
$208K
522
$205K
523
$205K
524
$204K
525
$198K