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Welltower

732 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, 273 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

3% less repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 273

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
732
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 +$471M
2 +$321M
3 +$188M
4
JP Morgan Chase
JP Morgan Chase
New York
+$152M
5
PI
PGGM Investments
Netherlands
+$135M

Top Sellers

1 -$236M
2 -$164M
3 -$135M
4
SCCM
Schafer Cullen Capital Management
New York
-$111M
5
Morgan Stanley
Morgan Stanley
New York
-$110M
Name Holding Trade Value Shares
Change
Change in
Stake
551
$203K
552
$198K
553
$197K
554
$195K
555
$192K
556
$181K
557
$175K
558
$167K
559
$167K
560
$167K
561
$160K
562
$159K
563
$139K
564
$135K
565
$133K
566
$131K
567
$128K
568
$126K
569
$123K
570
$123K
571
$122K
572
$122K
573
$121K
574
$118K
575
$113K