We are live on ! Find out more
WELL icon

Welltower
WELL

711 hedge funds and large institutions have $22.6B invested in Welltower in 2017 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 305 increasing their positions, 232 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 53

35% more call options, than puts

Call options by funds: $94M | Put options by funds: $69.7M

31% more repeat investments, than reductions

Existing positions increased: 305 | Existing positions reduced: 232

7% more capital invested

Capital invested by funds: $21B → $22.6B (+$1.52B)

2% more funds holding

Funds holding: 695 → 711 (+16)

1.05% more ownership

Funds ownership: 86.67% → 87.72% (+1%)

7% less funds holding in top 10

Funds holding in top 10: 14 → 13 (-1)

Holders
711
Holders Change
+16
Holders Change %
+2.3%
% of All Funds
17.7%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.32%
New
80
Increased
305
Reduced
232
Closed
53
Calls
$94M
Puts
$69.7M
Net Calls
+$24.2M
Net Calls Change
-$17.7M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$2.31B
2
Invesco
Invesco
Georgia
+$124M
3
ACI
AMP Capital Investors
Australia
+$118M
4
Deutsche Bank
Deutsche Bank
Germany
+$99.5M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$93.3M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$133M
2
N
Nuveen
North Carolina
-$111M
3
LIMS
Lasalle Investment Management Securities
Maryland
-$101M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$48.4M
5
Millennium Management
Millennium Management
New York
-$45.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
276
CIBC World Markets
New York
$2.68M +$878K +13,007 +52%
DnB Asset Management
277
DnB Asset Management
Norway
$2.63M +$439K +6,500 +21%
CBTWT
278
Community Bank & Trust (Waco, Texas)
Texas
$2.57M +$45.3K +671 +2%
Northwestern Mutual Wealth Management
279
Northwestern Mutual Wealth Management
Wisconsin
$2.53M +$39.9K +591 +2%
Robeco Institutional Asset Management
280
Robeco Institutional Asset Management
Netherlands
$2.53M +$304K +4,501 +14%
QCM
281
Quadrant Capital Management
New Jersey
$2.51M +$67.5K +1,000 +3%
BOH
282
Bank of Hawaii
Hawaii
$2.5M -$385K -5,712 -14%
PI
283
Putnam Investments
Massachusetts
$2.5M -$257K -3,816 -10%
OSNBOA
284
Old Second National Bank of Aurora
Illinois
$2.5M -$109K -1,617 -4%
DCM
285
Dupont Capital Management
Delaware
$2.48M +$669K +9,916 +40%
BC
286
Barnett & Company
Tennessee
$2.46M -$155K -2,300 -6%
LOAMS
287
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.46M +$2.34M +34,701 New
3C
288
361 Capital
Colorado
$2.42M +$2.31M +34,179 New
AIM
289
Achmea Investment Management
Netherlands
$2.42M +$2.31M +34,169 New
CWM
290
Calamos Wealth Management
Illinois
$2.37M +$540K +8,001 +31%
DCM
291
Driehaus Capital Management
Illinois
$2.37M -$772K -11,446 -26%
CA
292
Cetera Advisors
Colorado
$2.34M +$132K +1,950 +6%
RJT
293
Raymond James Trust
Florida
$2.33M +$81K +1,201 +4%
SCA
294
Snowden Capital Advisors
New York
$2.28M +$110K +1,634 +5%
BWFM
295
Bridgewater Wealth & Financial Management
Maryland
$2.28M -$18.6K -275 -0.8%
Los Angeles Capital Management
296
Los Angeles Capital Management
California
$2.25M -$7.13M -105,712 -77%
CAN
297
Cetera Advisor Networks
California
$2.21M +$96.5K +1,431 +5%
IG
298
ING Group
Netherlands
$2.13M +$149K +2,212 +8%
CT
299
Clearstead Trust
Maine
$2.13M +$68.2K +1,011 +3%
SAM
300
Silvercrest Asset Management
New York
$2.12M -$28.4K -421 -1%
10 11
12
13 14

WELL Hedge Fund Activity: Q1 2017 in Review

711 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q1 2017, worth a combined $22.6B — up 7.2% from $21B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new WELL positions and 53 closed out — a net gain of 27 holders — while 305 added to existing stakes and 232 trimmed.

The largest buyer was BlackRock, adding an estimated $2.31B. The largest seller was JP Morgan Chase, cutting an estimated $133M.

  • 711 institutional investors held Welltower (WELL) as of Q1 2017, up from 695 in Q4 2016.
  • Funds reported $22.6B of Welltower stock for Q1 2017, up 7.2% quarter-over-quarter.
  • 80 funds opened new Welltower positions in Q1 2017 and 53 closed out, a net change of +27 holders.
  • The largest Welltower buyer in Q1 2017 was BlackRock, an estimated $2.31B added.
  • The largest Welltower seller in Q1 2017 was JP Morgan Chase, an estimated $133M sold.

Based on aggregated 13F filings for Q1 2017.