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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
CB
326
Commerce Bank
Missouri
$2.09M -$255K -2,935 -11%
ST
327
Spinnaker Trust
Maine
$2.08M +$16.5K +190 +0.8%
CIA
328
Cascade Investment Advisors
Oregon
$2.07M +$31.8K +366 +2%
AAM
329
Advisors Asset Management
Colorado
$2.06M +$571K +6,558 +41%
MYLI
330
Meiji Yasuda Life Insurance
Japan
$2.04M -$50.5K -580 -3%
SLI
331
Sumitomo Life Insurance
Japan
$2.04M -$251K -2,882 -11%
PS
332
Pensionfund Sabic
Netherlands
$1.98M
V
333
Veritable
Delaware
$1.92M -$433K -4,975 -19%
FB
334
Fulton Bank
Pennsylvania
$1.91M +$870 +10 +0%
PCM
335
Palisade Capital Management
New Jersey
$1.9M -$2.44M -28,079 -57%
KRS
336
Kentucky Retirement Systems
Kentucky
$1.88M +$166K +1,908 +10%
WDA
337
Wendell David Associates
New Hampshire
$1.87M
AWM
338
Aevitas Wealth Management
Massachusetts
$1.87M -$51.3K -590 -3%
Mirae Asset Global Investments
339
Mirae Asset Global Investments
South Korea
$1.84M +$225K +2,590 +15%
TPA
340
Trivium Point Advisory
Connecticut
$1.84M -$24.5K -282 -1%
AA
341
ALPS Advisors
Colorado
$1.84M +$27K +310 +2%
FAAS
342
First Allied Advisory Services
California
$1.84M +$78.6K +903 +5%
HF
343
HRT Financial
New York
$1.84M +$1.77M +20,304 New
BCB
344
Brian C. Broderick
$1.83M +$369K +4,235 +26%
MSAM
345
Moloney Securities Asset Management
Missouri
$1.83M -$70.4K -809 -4%
MNBTD
346
Moody National Bank Trust Division
Texas
$1.78M
Assenagon Asset Management
347
Assenagon Asset Management
Luxembourg
$1.78M -$252K -2,900 -13%
LSERS
348
Louisiana State Employees Retirement System
Louisiana
$1.77M -$69.6K -800 -4%
CBTWT
349
Community Bank & Trust (Waco, Texas)
Texas
$1.76M -$42.9K -493 -2%
NAM
350
NTV Asset Management
West Virginia
$1.76M -$23.1K -265 -1%

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.