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
1
$3.33B
2
$2.67B
3
$1.73B
4
$1.52B
5
$609M
6
$534M
7
$485M
8
$468M
9
$463M
10
$432M
11
$432M
12
$400M
13
$388M
14
$364M
15
$353M
16
$350M
17
$336M
18
$301M
19
$291M
20
$249M
21
$238M
22
$233M
23
$231M
24
$207M
25
$204M