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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
AIM
326
Achmea Investment Management
Netherlands
$1.75M -$395K -5,435 -18%
CIA
327
Cascade Investment Advisors
Oregon
$1.75M -$5.53K -76 -0.3%
AWCI
328
Alpine Woods Capital Investors
New York
$1.74M
IC
329
Intersect Capital
California
$1.74M
BA
330
Bridgewater Associates
Connecticut
$1.73M +$1.79M +24,657 New
V
331
Veritable
Delaware
$1.72M -$440K -6,044 -20%
BWL
332
Bogart Wealth LLC
Virginia
$1.7M -$11.2K -154 -0.6%
BVDMP
333
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.69M
PA
334
Profund Advisors
Maryland
$1.69M +$39.2K +539 +2%
FB
335
Fulton Bank
Pennsylvania
$1.67M -$509 -7 -0%
MBA
336
McQueen Ball & Associates
Pennsylvania
$1.64M +$23.6K +325 +1%
BOH
337
Bank of Hawaii
Hawaii
$1.63M -$767K -10,548 -31%
LSERS
338
Louisiana State Employees Retirement System
Louisiana
$1.62M +$21.8K +300 +1%
CBOA
339
Commonwealth Bank of Australia
Australia
$1.59M +$35.7K +491 +2%
KRS
340
Kentucky Retirement Systems
Kentucky
$1.58M -$72K -990 -4%
CB
341
Commerce Bank
Missouri
$1.57M -$34.7K -477 -2%
PS
342
Pensionfund Sabic
Netherlands
$1.56M
SOAMC
343
Spirit of America Management Corp
New York
$1.53M
TCM
344
Tekla Capital Management
Massachusetts
$1.5M
BA
345
Bard Associates
Illinois
$1.49M
UB
346
UMB Bank
Missouri
$1.46M +$162K +2,232 +12%
DILIC
347
Dai-ichi Life Insurance Company
Japan
$1.46M -$5.17M -71,164 -77%
BFO
348
Boston Family Office
Massachusetts
$1.46M -$10.9K -150 -0.7%
EVM
349
Eaton Vance Management
Massachusetts
$1.46M -$98.2K -1,351 -6%
WDA
350
Wendell David Associates
New Hampshire
$1.45M +$14.5K +200 +1%

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.