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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
KCMRT
426
Kemper Corp Master Retirement Trust
Illinois
$688K -$7.27K -100 -1%
RMCM
427
Reynders McVeigh Capital Management
Massachusetts
$685K -$92.6K -1,273 -12%
GLRA
428
Gerald L. Ray & Associates
Texas
$684K
KRSITF
429
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$680K -$25.2K -346 -3%
WT
430
Whittier Trust
California
$680K
NL
431
NWAM LLC
Washington
$672K +$18.8K +259 +3%
CC
432
ClearArc Capital
Ohio
$668K +$37K +509 +6%
GT
433
Glenmede Trust
Pennsylvania
$666K -$8.07K -111 -1%
SLF
434
Sun Life Financial
Ontario, Canada
$650K +$173K +2,373 +34%
ONB
435
Old National Bancorp
Indiana
$643K -$44.6K -614 -6%
SXL
436
Summit X LLC
Missouri
$635K +$28.5K +392 +5%
FAN
437
Financial Advisors Network
California
$631K +$16.9K +232 +3%
FP
438
Foundry Partners
Minnesota
$629K -$9.29M -127,775 -93%
GI
439
GS Investments
Minnesota
$623K +$37.1K +510 +6%
TWI
440
Thomas White International
Illinois
$618K
WPP
441
Whalerock Point Partners
Rhode Island
$615K -$27.3K -375 -4%
AIP
442
Ameritas Investment Partners
Nebraska
$610K
HAIM
443
Hunter Associates Investment Management
Pennsylvania
$610K +$69.1K +950 +12%
FWM
444
Focused Wealth Management
New York
$607K +$37.2K +511 +6%
AIA
445
Armor Investment Advisors
North Carolina
$599K
MSTVIM
446
Messner & Smith Theme Value Investment Management
California
$597K +$39.3K +540 +7%
ACS
447
Archford Capital Strategies
Illinois
$595K +$27.8K +382 +5%
CI
448
Conning Inc
Connecticut
$592K -$8K -110 -1%
QAM
449
Quantres Asset Management
Cayman Islands
$590K +$611K +8,400 New
GL
450
GLG LLC
New York
$583K -$56K -770 -8%

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.