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Welltower

783 hedge funds and large institutions have $29.9B invested in Welltower in 2022 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 324 increasing their positions, 240 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

22% less funds holding in top 10

Funds holding in top 10: 1814 (-4)

25% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 83

36% less call options, than puts

Call options by funds: $77.6M | Put options by funds: $120M

Holders
783
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$77.6M
Puts
$120M
Net Calls
Net Calls Change

Top Buyers

1 +$507M
2 +$387M
3 +$143M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$108M
5
Daiwa Securities Group
Daiwa Securities Group
Japan
+$95.5M

Top Sellers

1 -$226M
2 -$213M
3 -$164M
4
Invesco
Invesco
Georgia
-$95.4M
5
JP Morgan Chase
JP Morgan Chase
New York
-$68.6M
Name Holding Trade Value Shares
Change
Change in
Stake
201
$4.47M
202
$4.36M
203
$4.29M
204
$4.25M
205
$4.24M
206
$4.23M
207
$4.22M
208
$4.17M
209
$4.07M
210
$3.99M
211
$3.98M
212
$3.96M
213
$3.95M
214
$3.82M
215
$3.72M
216
$3.71M
217
$3.69M
218
$3.56M
219
$3.54M
220
$3.46M
221
$3.36M
222
$3.21M
223
$3.2M
224
$3.2M
225
$3.18M