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Welltower

782 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, 239 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
782
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
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$68.6M
Name Holding Trade Value Shares
Change
Change in
Stake
1
$4.79B
2
$3.21B
3
$2.58B
4
$1.94B
5
$1.67B
6
$1.08B
7
$999M
8
$656M
9
$551M
10
$462M
11
$440M
12
$429M
13
$427M
14
$422M
15
$404M
16
$385M
17
$379M
18
$332M
19
$299M
20
$294M
21
$280M
22
$267M
23
$264M
24
$257M
25
$230M