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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
RG
376
Rikoon Group
New Mexico
$1.12M -$16.2K -223 -1%
WTC
377
WhitTier Trust Company
Nevada
$1.1M -$291 -4 -0%
RFM
378
Royal Fund Management
Florida
$1.1M +$589K +8,095 +107%
AT
379
Arden Trust
Delaware
$1.08M -$4.14K -57 -0.4%
FAAS
380
First Allied Advisory Services
California
$1.07M +$17.7K +244 +2%
CTA
381
Chesley Taft & Associates
Illinois
$1.06M +$9.09K +125 +0.8%
CIP
382
Convergence Investment Partners
Florida
$1.06M +$38.9K +535 +4%
LMGAM
383
Liberty Mutual Group Asset Management
Massachusetts
$1.04M -$646K -8,881 -37%
WG
384
Winton Group
United Kingdom
$1.02M +$43.9K +604 +4%
PAM
385
Panagora Asset Management
Massachusetts
$1.02M +$945 +13 +0.1%
MCM
386
Maple Capital Management
Vermont
$1.01M +$18.2K +250 +2%
FBT
387
First Bank & Trust
South Dakota
$998K +$46.2K +635 +5%
LFAS
388
Level Four Advisory Services
Texas
$997K -$18.1K -249 -2%
W
389
Wealthfront
California
$984K +$412K +5,667 +68%
CI
390
Cigna Investments
Connecticut
$978K -$9.45K -130 -0.9%
KLI
391
Kelman-Lazarov Inc
Tennessee
$966K +$30.9K +425 +3%
AI
392
Atria Investments
North Carolina
$958K +$29.9K +411 +3%
CIC
393
Carnegie Investment Counsel
Ohio
$953K -$14.5K -200 -1%
AAM
394
Advisors Asset Management
Colorado
$940K -$731K -10,049 -43%
OI
395
Oakbrook Investments
Illinois
$926K
SPC
396
Sigma Planning Corp
Michigan
$925K +$102K +1,409 +12%
VNA
397
Valley National Advisers
Pennsylvania
$924K -$87.6K -1,204 -8%
WI
398
WrapManager Inc
California
$913K +$6.83K +94 +0.7%
AFS
399
Access Financial Services
Minnesota
$910K -$15.9K -219 -2%
Wellington Management Group
400
Wellington Management Group
Massachusetts
$896K

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.