WELL icon

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
576
$23K
577
$23K
578
$22K
579
$21K
580
$20K
581
$19K
582
$18K
583
$18K
584
$18K
585
$17K
586
$16.4K
587
$16K
588
$16K
589
$15K
590
$15K
591
$14K
592
$14K
593
$12K
594
$12K
595
$12K
596
$11K
597
$11K
598
$10K
599
$9K
600
$9K