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Welltower

750 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, 275 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: $30.3B → $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
750
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
501
$287K
502
$284K
503
$282K
504
$282K
505
$280K
506
$276K
507
$272K
508
$266K
509
$264K
510
$264K
511
$260K
512
$260K
513
$259K
514
$259K
515
$257K
516
$256K
517
$253K
518
$252K
519
$252K
520
$251K
521
$250K
522
$247K
523
$246K
524
$241K
525
$240K