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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
MCM
276
Maryland Capital Management
Maryland
$2.49M +$39.3K +541 +2%
OSNBOA
277
Old Second National Bank of Aurora
Illinois
$2.45M -$31.6K -434 -1%
CWM
278
Calamos Wealth Management
Illinois
$2.4M +$24.9K +342 +1%
RA
279
RMR Advisors
Massachusetts
$2.4M +$364K +5,000 +17%
TAF
280
Tredje AP-fonden
Sweden
$2.38M +$34.9K +480 +1%
ST
281
Spinnaker Trust
Maine
$2.35M +$34.7K +477 +1%
PI
282
Putnam Investments
Massachusetts
$2.34M -$64.6K -888 -3%
HCM
283
Hall Capital Management
Rhode Island
$2.33M +$145K +1,991 +6%
M&T Bank
284
M&T Bank
New York
$2.33M +$103K +1,423 +4%
MML Investors Services
285
MML Investors Services
Massachusetts
$2.32M +$435K +5,980 +22%
BC
286
Barnett & Company
Tennessee
$2.29M -$36.4K -500 -2%
RJT
287
Raymond James Trust
Florida
$2.27M -$46.2K -635 -2%
QI
288
QS Investors
New York
$2.23M
BFM
289
Boston Financial Management
Massachusetts
$2.21M -$965K -13,268 -30%
TF
290
TIAA FSB
Florida
$2.18M +$2.25M +30,993 New
Los Angeles Capital Management
291
Los Angeles Capital Management
California
$2.12M -$90.2K -1,240 -4%
COPPSERS
292
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.11M +$203K +2,796 +10%
SAM
293
Silvercrest Asset Management
New York
$2.07M +$2.84K +39 +0.1%
LM
294
Lincluden Management
Ontario, Canada
$2.06M +$2.13M +29,285 New
WB
295
WesBanco Bank
West Virginia
$2.04M -$6.69K -92 -0.3%
PCM
296
Parsons Capital Management
Rhode Island
$2.03M +$25.1K +345 +1%
CCM
297
Cadence Capital Management
Massachusetts
$2.02M +$441K +6,064 +27%
Squarepoint
298
Squarepoint
New York
$2.01M +$938K +12,901 +82%
EIA
299
Edgemoor Investment Advisors
Maryland
$2M -$18.1K -249 -0.9%
ECM
300
ETrade Capital Management
Virginia
$2M +$123K +1,695 +6%

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.