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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
CA
301
Cetera Advisors
Colorado
$2M -$379K -5,214 -16%
Creative Planning
302
Creative Planning
Kansas
$1.99M +$224K +3,082 +12%
CS
303
Candriam SCA
Luxembourg
$1.98M -$264K -3,633 -11%
CAN
304
Cetera Advisor Networks
California
$1.97M -$82.1K -1,129 -4%
SCM
305
Schnieders Capital Management
California
$1.97M -$14.5K -200 -0.7%
TCM
306
Telos Capital Management
California
$1.93M +$39.9K +549 +2%
NB
307
Norinchukin Bank
Japan
$1.93M +$149K +2,046 +8%
NAM
308
NTV Asset Management
West Virginia
$1.93M -$21.8K -300 -1%
AA
309
ALPS Advisors
Colorado
$1.92M -$255K -3,507 -11%
SDIC
310
South Dakota Investment Council
South Dakota
$1.91M +$487K +6,700 +33%
SCM
311
Sterling Capital Management
North Carolina
$1.86M +$35.6K +490 +2%
RCM
312
Riverhead Capital Management
Delaware
$1.86M +$10.9K +150 +0.6%
BHC
313
Bowen Hanes & Co
Florida
$1.84M +$21.8K +300 +1%
WKWM
314
Walter & Keenan Wealth Management
Indiana
$1.83M
SCM
315
Southport Capital Management
Tennessee
$1.83M +$87.3K +1,200 +5%
William Blair & Company
316
William Blair & Company
Illinois
$1.82M -$1.24M -17,049 -40%
DADC
317
D.A. Davidson & Co
Montana
$1.82M +$68.1K +937 +4%
NA
318
NewEdge Advisors
Louisiana
$1.81M -$29.5K -406 -2%
FCBT
319
First Citizens Bank & Trust
North Carolina
$1.81M -$738K -10,148 -28%
Voloridge Investment Management
320
Voloridge Investment Management
Florida
$1.81M +$1.87M +25,742 New
JWM
321
Jackson Wealth Management
Florida
$1.79M +$89.6K +1,232 +5%
FWIA
322
Fort Washington Investment Advisors
Ohio
$1.78M +$502K +6,900 +37%
TYCC
323
Texas Yale Capital Corp
Florida
$1.78M +$67.7K +931 +4%
MYAM
324
Meiji Yasuda Asset Management
Japan
$1.76M -$21.1K -290 -1%
Arrowstreet Capital
325
Arrowstreet Capital
Massachusetts
$1.76M +$524K +7,200 +40%

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.