WELL icon

Welltower

750 hedge funds and large institutions have $17.1B invested in Welltower in 2020 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 275 increasing their positions, 300 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

less call options, than puts

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

44% less capital invested

Capital invested by funds: $30.3B → $17.1B (-$13.2B)

54% less funds holding in top 10

Funds holding in top 10: 136 (-7)

56% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 178

Holders
750
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$54.5M
Puts
$63.5M
Net Calls
Net Calls Change

Top Buyers

1 +$506M
2 +$110M
3 +$72.4M
4
Daiwa Securities Group
Daiwa Securities Group
Japan
+$67.3M
5
UBS Group
UBS Group
Switzerland
+$64.8M

Top Sellers

1 -$188M
2 -$145M
3 -$129M
4
Invesco
Invesco
Georgia
-$117M
5
ZP
Zimmer Partners
New York
-$88.4M
Name Holding Trade Value Shares
Change
Change in
Stake
151
$6.78M
152
$6.71M
153
$6.7M
154
$6.29M
155
$6.23M
156
$6.11M
157
$6.08M
158
$5.94M
159
$5.77M
160
$5.65M
161
$5.35M
162
$5.07M
163
$5.01M
164
$5M
165
$4.97M
166
$4.95M
167
$4.85M
168
$4.81M
169
$4.79M
170
$4.62M
171
$4.59M
172
$4.57M
173
$4.56M
174
$4.56M
175
$4.49M