Welltower
WELL
805 hedge funds and large institutions have $27.7B invested in Welltower in 2019 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 328 increasing their positions, 274 reducing their positions, and 53 closing their positions.
125% more call options, than puts
Call options by funds: $89.9M | Put options by funds: $40M
108% more first-time investments, than exits
New positions opened: 110 | Existing positions closed: 53
20% more repeat investments, than reductions
Existing positions increased: 328 | Existing positions reduced: 274
18% more capital invested
Capital invested by funds: $23.5B → $27.7B (+$4.23B)
18% more funds holding in top 10
Funds holding in top 10: 17 → 20 (+3)
6% more funds holding
Funds holding: 757 → 805 (+48)
1.15% less ownership
Funds ownership: 90.42% → 89.26% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZP
Zimmer Partners
New York
|
+$303M |
| 2 |
State Street
Boston,
Massachusetts
|
+$279M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$179M |
| 4 |
Swedbank
Stockholm,
Sweden
|
+$155M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$138M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LIMS
Lasalle Investment Management Securities
Baltimore,
Maryland
|
-$243M |
| 2 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
-$45.4M |
| 3 |
JP Morgan Chase
New York
|
-$44.9M |
| 4 |
OAC
OMERS Administration Corp
Toronto,
Ontario, Canada
|
-$41.7M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$39.7M |
WELL Hedge Fund Activity: Q1 2019 in Review
805 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q1 2019, worth a combined $27.7B — up 18% from $23.5B a quarter earlier.
Buyers outnumbered sellers: 110 funds opened new WELL positions and 53 closed out — a net gain of 57 holders — while 328 added to existing stakes and 274 trimmed.
The largest buyer was Zimmer Partners, opening a new position worth an estimated $303M. The largest seller was Lasalle Investment Management Securities, cutting an estimated $243M.
- 805 institutional investors held Welltower (WELL) as of Q1 2019, up from 757 in Q4 2018.
- Funds reported $27.7B of Welltower stock for Q1 2019, up 18% quarter-over-quarter.
- 110 funds opened new Welltower positions in Q1 2019 and 53 closed out, a net change of +57 holders.
- The largest Welltower buyer in Q1 2019 was Zimmer Partners, an estimated $303M added.
- The largest Welltower seller in Q1 2019 was Lasalle Investment Management Securities, an estimated $243M sold.
Based on aggregated 13F filings for Q1 2019.