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Welltower
WELL
WELL
993 hedge funds and large institutions have $60.9B invested in Welltower in 2024 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 437 increasing their positions, 286 reducing their positions, and 70 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more funds holding in top 10
Funds holding in top 10: →
4% more funds holding
Funds holding: 959 → 993 (+34)
1.21% less ownership
Funds ownership: 99.02% → 97.81% (-1.2%)
29% less call options, than puts
Call options by funds: $122M | Put options by funds: $172M
Holders
993
Holding in Top 10
22
Calls
$122M
Puts
$172M
Top Buyers
| 1 | +$657M | |
| 2 | +$599M | |
| 3 | +$559M | |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$509M |
| 5 |
DPIM
Duff & Phelps Investment Management
Chicago,
Illinois
|
+$240M |
Top Sellers
| 1 | -$483M | |
| 2 | -$130M | |
| 3 | -$123M | |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$102M |
| 5 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
-$94M |