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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
CCG
376
Cypress Capital Group
Florida
$1.45M +$77.4K +890 +6%
EVM
377
Eaton Vance Management
Massachusetts
$1.45M -$160K -1,837 -10%
KMWM
378
Keudell/Morrison Wealth Management
Oregon
$1.44M -$43K -494 -3%
OI
379
Oakbrook Investments
Illinois
$1.44M -$218K -2,500 -14%
IAA
380
Independent Advisor Alliance
North Carolina
$1.43M -$12.9K -148 -0.9%
SFA
381
Semmax Financial Advisors
North Carolina
$1.4M
Lido Advisors
382
Lido Advisors
California
$1.4M +$55.9K +642 +4%
NMIMC
383
Northwestern Mutual Investment Management Company
Wisconsin
$1.4M +$6.35K +73 +0.5%
BF
384
BOK Financial
Oklahoma
$1.39M +$131K +1,500 +11%
Brown Advisory
385
Brown Advisory
Maryland
$1.39M +$6.35K +73 +0.5%
FA
386
FDx Advisors
Illinois
$1.38M -$3.08M -35,369 -70%
CA
387
Cetera Advisors
Colorado
$1.37M +$14.9K +171 +1%
HNB
388
Huntington National Bank
Ohio
$1.36M -$45.3K -521 -3%
CIBC World Market
389
CIBC World Market
Ontario, Canada
$1.36M +$926K +10,640 +246%
CAN
390
Cetera Advisor Networks
California
$1.32M +$116K +1,328 +10%
AWM
391
AE Wealth Management
Kansas
$1.29M -$444K -5,102 -26%
UFG
392
United Fire Group
Iowa
$1.29M -$152K -1,750 -11%
FWIA
393
Fort Washington Investment Advisors
Ohio
$1.29M -$78.3K -900 -6%
TCM
394
Telos Capital Management
California
$1.29M -$3.05K -35 -0.2%
JG
395
Jefferies Group
New York
$1.26M +$1.21M +13,920 New
SBA
396
Secrest Blakey & Associates
North Carolina
$1.26M +$5.22K +60 +0.4%
PSF
397
Pacific Sun Financial
California
$1.26M +$30.5K +350 +3%
BOH
398
Bank of Hawaii
Hawaii
$1.24M -$108K -1,237 -8%
OIA
399
OneDigital Investment Advisors
Kansas
$1.23M -$95.6K -1,099 -7%
ECM
400
Element Capital Management
New York
$1.22M -$344K -3,950 -23%

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.