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Welltower

733 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, 274 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

4% less repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 274

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
733
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 +$441M
2 +$301M
3 +$176M
4
JP Morgan Chase
JP Morgan Chase
New York
+$142M
5
PI
PGGM Investments
Netherlands
+$126M

Top Sellers

1 -$222M
2 -$154M
3 -$126M
4
SCCM
Schafer Cullen Capital Management
New York
-$104M
5
Morgan Stanley
Morgan Stanley
New York
-$103M
Name Holding Trade Value Shares
Change
Change in
Stake
551
$204K
552
$203K
553
$198K
554
$197K
555
$195K
556
$192K
557
$181K
558
$175K
559
$167K
560
$167K
561
$167K
562
$160K
563
$159K
564
$139K
565
$135K
566
$133K
567
$131K
568
$128K
569
$126K
570
$123K
571
$123K
572
$122K
573
$122K
574
$121K
575
$118K