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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
551
$207K
552
$207K
553
$207K
554
$203K
555
$201K
556
$200K
557
$197K
558
$196K
559
$194K
560
$194K
561
$192K
562
$186K
563
$186K
564
$175K
565
$170K
566
$166K
567
$146K
568
$145K
569
$139K
570
$139K
571
$138K
572
$131K
573
$131K
574
$130K
575
$126K