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Welltower

712 hedge funds and large institutions have $22.6B invested in Welltower in 2017 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 304 increasing their positions, 251 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more call options, than puts

Call options by funds: $91M | Put options by funds: $70.2M

21% more repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 251

9% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 45

0.2% less ownership

Funds ownership: 87.36%87.16% (-0.2%)

1% less funds holding

Funds holding: 716712 (-4)

6% less capital invested

Capital invested by funds: $23.9B → $22.6B (-$1.34B)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

Holders
712
Holders Change
-4
Holders Change %
-0.56%
% of All Funds
17.75%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.35%
New
49
Increased
304
Reduced
251
Closed
45
Calls
$91M
Puts
$70.2M
Net Calls
+$20.8M
Net Calls Change
-$37.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MSV
226
MN Services Vermogensbeheer
Netherlands
$4.24M +$109K +1,500 +3%
Fifth Third Bancorp
227
Fifth Third Bancorp
Ohio
$4.12M -$720K -9,903 -14%
XK
228
Xact Kapitalforvaltning
Sweden
$4.08M +$47.9K +659 +1%
DLCIG
229
D.L. Carlson Investment Group
New Hampshire
$4.06M -$10.5K -145 -0.3%
PCM
230
Palouse Capital Management
Washington
$4.04M -$48.3K -664 -1%
Robeco Institutional Asset Management
231
Robeco Institutional Asset Management
Netherlands
$4.03M +$837K +11,516 +25%
Truist Financial
232
Truist Financial
North Carolina
$4M -$54.3K -747 -1%
DCM
233
Dupont Capital Management
Delaware
$3.88M -$358K -4,927 -8%
PMG
234
ProVise Management Group
Florida
$3.86M -$69.3K -953 -2%
CAM
235
Carret Asset Management
New York
$3.86M +$25.5K +350 +0.6%
AG
236
Advisor Group
Arizona
$3.85M +$117K +1,603 +3%
CWM
237
CIBC World Markets
New York
$3.78M +$145K +1,997 +4%
IOOF
238
Independent Order of Foresters
Ontario, Canada
$3.77M
Victory Capital Management
239
Victory Capital Management
Texas
$3.74M -$304K -4,178 -7%
EP
240
Elkfork Partners
Oregon
$3.66M +$4.8K +66 +0.1%
MSA
241
Mason Street Advisors
Wisconsin
$3.6M +$28.1K +387 +0.8%
FIM
242
Foresters Investment Management
New York
$3.57M
ACM
243
Azimuth Capital Management
Michigan
$3.56M -$29.1K -400 -0.8%
APFBOT
244
Amica Pension Fund Board of Trustees
Rhode Island
$3.52M +$3.65M +50,149 New
PDN
245
Pensionfund DSM Netherlands
Netherlands
$3.51M
PAM
246
Private Asset Management
California
$3.43M +$72.7K +1,000 +2%
PAG
247
Private Advisor Group
New Jersey
$3.29M +$1.67K +23 +0%
CCM
248
Catawba Capital Management
Virginia
$3.22M -$90.9K -1,250 -3%
NFA
249
Nuveen Fund Advisors
Illinois
$3.12M -$1.39M -19,149 -30%
BG
250
Bollard Group
Massachusetts
$3.07M +$36.8K +506 +1%

WELL Hedge Fund Activity: Q3 2017 in Review

712 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q3 2017, worth a combined $22.6B — down 5.6% from $23.9B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new WELL positions and 45 closed out — a net gain of 4 holders — while 304 added to existing stakes and 251 trimmed.

The largest buyer was PGGM Investments, adding an estimated $184M. The largest seller was Invesco, cutting an estimated $144M.

  • 712 institutional investors held Welltower (WELL) as of Q3 2017, down from 716 in Q2 2017.
  • Funds reported $22.6B of Welltower stock for Q3 2017, down 5.6% quarter-over-quarter.
  • 49 funds opened new Welltower positions in Q3 2017 and 45 closed out, a net change of +4 holders.
  • The largest Welltower buyer in Q3 2017 was PGGM Investments, an estimated $184M added.
  • The largest Welltower seller in Q3 2017 was Invesco, an estimated $144M sold.

Based on aggregated 13F filings for Q3 2017.