WELL icon

Welltower

729 hedge funds and large institutions have $19.1B invested in Welltower in 2020 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 232 increasing their positions, 324 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

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

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

3% less funds holding

Funds holding: 750729 (-21)

15% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 98

28% less repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 324

Holders
729
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$136M
Puts
$97.9M
Net Calls
Net Calls Change

Top Sellers

1 -$171M
2 -$148M
3 -$124M
4
Charles Schwab
Charles Schwab
California
-$92.6M
5
BlackRock
BlackRock
New York
-$85.4M
Name Holding Trade Value Shares
Change
Change in
Stake
1
$2.73B
2
$2.12B
3
$1.79B
4
$1.37B
5
$569M
6
$452M
7
$433M
8
$397M
9
$390M
10
$386M
11
$321M
12
$278M
13
$259M
14
$245M
15
$242M
16
$233M
17
$228M
18
$218M
19
$216M
20
$215M
21
$192M
22
$184M
23
$154M
24
$153M
25
$141M