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Welltower

817 hedge funds and large institutions have $33.1B invested in Welltower in 2019 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 307 increasing their positions, 314 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 60

11% more capital invested

Capital invested by funds: $29.9B → $33.1B (+$3.23B)

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

1% more funds holding

Funds holding: 807817 (+10)

0.41% less ownership

Funds ownership: 90.52%90.11% (-0.41%)

2% less repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 314

19% less call options, than puts

Call options by funds: $74.5M | Put options by funds: $91.8M

Holders
817
Holders Change
+10
Holders Change %
+1.24%
% of All Funds
17.92%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.39%
New
76
Increased
307
Reduced
314
Closed
60
Calls
$74.5M
Puts
$91.8M
Net Calls
-$17.2M
Net Calls Change
-$50.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Nordea Investment Management
226
Nordea Investment Management
Sweden
$4.97M -$86.8K -998 -2%
TEE
227
Tibra Equities Europe
United Kingdom
$4.96M +$4.76M +54,700 New
CS
228
Candriam SCA
Luxembourg
$4.96M +$503K +5,786 +12%
William Blair & Company
229
William Blair & Company
Illinois
$4.92M -$60.9K -700 -1%
PDN
230
Pensionfund DSM Netherlands
Netherlands
$4.89M
Mackenzie Financial
231
Mackenzie Financial
Ontario, Canada
$4.84M -$11.7K -135 -0.3%
TAM
232
Tyers Asset Management
Texas
$4.7M +$298K +3,424 +7%
CWG
233
Cornerstone Wealth Group
North Carolina
$4.54M +$2.69M +30,908 +161%
ACM
234
Azimuth Capital Management
Michigan
$4.51M -$10K -115 -0.2%
PAG
235
Private Advisor Group
New Jersey
$4.44M +$1.24M +14,272 +41%
MML Investors Services
236
MML Investors Services
Massachusetts
$4.39M -$640K -7,357 -13%
JAM
237
JLP Asset Management
New York
$4.37M -$799K -9,184 -16%
Caisse de Depot et Placement du Quebec (CDPQ)
238
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$4.37M +$131K +1,500 +3%
BG
239
Bollard Group
Massachusetts
$4.36M -$154K -1,768 -4%
USAA
240
United Services Automobile Association
Texas
$4.32M -$50M -574,654 -92%
Northwestern Mutual Wealth Management
241
Northwestern Mutual Wealth Management
Wisconsin
$4.29M +$20.5K +236 +0.5%
Truist Financial
242
Truist Financial
North Carolina
$4.27M -$42.6K -490 -1%
PAM
243
Private Asset Management
California
$4.27M -$1.04M -11,949 -20%
RIM
244
Redpoint Investment Management
Australia
$4.25M +$145K +1,665 +4%
CSS
245
Cubist Systematic Strategies
Connecticut
$4.23M +$3.91M +44,928 +2,663%
DILIC
246
Dai-ichi Life Insurance Company
Japan
$4.2M +$73.4K +844 +2%
CWM
247
CIBC World Markets
New York
$4.18M -$2.11M -24,219 -34%
GSC
248
G&S Capital
Colorado
$4.17M +$60K +689 +2%
Fifth Third Bancorp
249
Fifth Third Bancorp
Ohio
$4.15M -$216K -2,480 -5%
WCM
250
Windward Capital Management
California
$4.1M +$377K +4,328 +11%

WELL Hedge Fund Activity: Q3 2019 in Review

817 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q3 2019, worth a combined $33.1B — up 11% from $29.9B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new WELL positions and 60 closed out — a net gain of 16 holders — while 307 added to existing stakes and 314 trimmed.

The largest buyer was American Century Companies, adding an estimated $177M. The largest seller was Cohen & Steers, cutting an estimated $176M.

  • 817 institutional investors held Welltower (WELL) as of Q3 2019, up from 807 in Q2 2019.
  • Funds reported $33.1B of Welltower stock for Q3 2019, up 11% quarter-over-quarter.
  • 76 funds opened new Welltower positions in Q3 2019 and 60 closed out, a net change of +16 holders.
  • The largest Welltower buyer in Q3 2019 was American Century Companies, an estimated $177M added.
  • The largest Welltower seller in Q3 2019 was Cohen & Steers, an estimated $176M sold.

Based on aggregated 13F filings for Q3 2019.