WELL icon

Welltower

756 hedge funds and large institutions have $23.4B invested in Welltower in 2018 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 233 increasing their positions, 307 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

4% more funds holding

Funds holding: 724756 (+32)

0.01% less ownership

Funds ownership: 90.36%90.35% (-0.01%)

24% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 307

Holders
756
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$82.4M
Puts
$53.7M
Net Calls
Net Calls Change

Top Sellers

1 -$97M
2 -$76.8M
3 -$62.1M
4
Morgan Stanley
Morgan Stanley
New York
-$40.2M
5
EIP
Epoch Investment Partners
New York
-$38.6M
Name Holding Trade Value Shares
Change
Change in
Stake
626
$90K
627
$90K
628
$90K
629
$88K
630
$88K
631
$87K
632
$86K
633
$83K
634
$82K
635
$81K
636
$74K
637
$73K
638
$71K
639
$71K
640
$69K
641
$69K
642
$67K
643
$67K
644
$66K
645
$64K
646
$63K
647
$61K
648
$60K
649
$60K
650
$59K