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Welltower
WELL

805 hedge funds and large institutions have $27.7B invested in Welltower in 2019 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 328 increasing their positions, 274 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more call options, than puts

Call options by funds: $89.9M | Put options by funds: $40M

108% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 53

20% more repeat investments, than reductions

Existing positions increased: 328 | Existing positions reduced: 274

18% more capital invested

Capital invested by funds: $23.5B → $27.7B (+$4.23B)

18% more funds holding in top 10

Funds holding in top 10: 17 → 20 (+3)

6% more funds holding

Funds holding: 757 → 805 (+48)

1.15% less ownership

Funds ownership: 90.42% → 89.26% (-1.2%)

Holders
805
Holders Change
+48
Holders Change %
+6.34%
% of All Funds
17.42%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.43%
New
110
Increased
328
Reduced
274
Closed
53
Calls
$89.9M
Puts
$40M
Net Calls
+$49.9M
Net Calls Change
+$21.3M

Top Buyers

1
ZP
Zimmer Partners
New York
+$303M
2
State Street
State Street
Massachusetts
+$279M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$179M
4
Swedbank
Swedbank
Sweden
+$155M
5
American Century Companies
American Century Companies
Missouri
+$138M

Top Sellers

1
LIMS
Lasalle Investment Management Securities
Maryland
-$243M
2
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$45.4M
3
JP Morgan Chase
JP Morgan Chase
New York
-$44.9M
4
OAC
OMERS Administration Corp
Ontario, Canada
-$41.7M
5
Deutsche Bank
Deutsche Bank
Germany
-$39.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
FAF
226
Första AP-fonden
Sweden
$4.61M – – –
NMIMC
227
Northwestern Mutual Investment Management Company
Wisconsin
$4.56M +$168K +2,239 +4%
FA
228
FDx Advisors
Illinois
$4.47M +$3.15M +41,960 +267%
ECM
229
EII Capital Management
New York
$4.47M +$4.32M +57,652 New
GCA
230
Gideon Capital Advisors
New York
$4.43M +$4.29M +57,143 New
EP
231
Elkfork Partners
Oregon
$4.42M +$282K +3,762 +7%
PAG
232
Private Advisor Group
New Jersey
$4.39M +$23.9K +319 +0.6%
Nomura Holdings
233
Nomura Holdings
Japan
$4.35M +$3.53M +47,116 +510%
PAM
234
Private Asset Management
California
$4.31M +$133K +1,776 +3%
MSA
235
Mason Street Advisors
Wisconsin
$4.28M +$162K +2,159 +4%
William Blair & Company
236
William Blair & Company
Illinois
$4.16M +$94.9K +1,265 +2%
MML Investors Services
237
MML Investors Services
Massachusetts
$4.13M +$358K +4,768 +10%
Public Sector Pension Investment Board (PSP Investments)
238
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.12M +$983K +13,100 +33%
TYCC
239
Texas Yale Capital Corp
Florida
$4.11M +$2.05M +27,339 +106%
Fifth Third Bancorp
240
Fifth Third Bancorp
Ohio
$4.07M -$742K -9,889 -16%
RIM
241
Redpoint Investment Management
Australia
$4.07M – – –
ACM
242
Azimuth Capital Management
Michigan
$3.99M -$332K -4,430 -8%
Mackenzie Financial
243
Mackenzie Financial
Ontario, Canada
$3.98M +$1.21M +16,068 +46%
CWM
244
CIBC World Markets
New York
$3.97M -$96.2K -1,283 -2%
MCM
245
Maryland Capital Management
Maryland
$3.94M +$1.57M +20,928 +70%
BG
246
Bollard Group
Massachusetts
$3.83M +$39.7K +529 +1%
SCM
247
Stevens Capital Management
Pennsylvania
$3.74M +$3.61M +48,177 New
Truist Financial
248
Truist Financial
North Carolina
$3.7M +$50.7K +676 +1%
AB
249
Amalgamated Bank
New York
$3.68M +$108K +1,433 +3%
Northwestern Mutual Wealth Management
250
Northwestern Mutual Wealth Management
Wisconsin
$3.63M +$166K +2,219 +5%
8 9
10
11 12

WELL Hedge Fund Activity: Q1 2019 in Review

805 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q1 2019, worth a combined $27.7B — up 18% from $23.5B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new WELL positions and 53 closed out — a net gain of 57 holders — while 328 added to existing stakes and 274 trimmed.

The largest buyer was Zimmer Partners, opening a new position worth an estimated $303M. The largest seller was Lasalle Investment Management Securities, cutting an estimated $243M.

  • 805 institutional investors held Welltower (WELL) as of Q1 2019, up from 757 in Q4 2018.
  • Funds reported $27.7B of Welltower stock for Q1 2019, up 18% quarter-over-quarter.
  • 110 funds opened new Welltower positions in Q1 2019 and 53 closed out, a net change of +57 holders.
  • The largest Welltower buyer in Q1 2019 was Zimmer Partners, an estimated $303M added.
  • The largest Welltower seller in Q1 2019 was Lasalle Investment Management Securities, an estimated $243M sold.

Based on aggregated 13F filings for Q1 2019.