We are live on ! Find out more
WELL icon

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
SSWM
426
Sheets Smith Wealth Management
North Carolina
$923K -$67.2K -772 -7%
LIA
427
LS Investment Advisors
Michigan
$917K +$22.8K +262 +3%
BI
428
Bramshill Investments
Florida
$914K +$9.92K +114 +1%
AAIM
429
American Assets Investment Management
California
$907K
GBA
430
Garrison Bradford & Associates
New York
$893K -$52.2K -600 -6%
GWM
431
Geneos Wealth Management
Colorado
$893K -$43.2K -496 -5%
HC
432
HNP Capital
New York
$888K +$74.9K +861 +10%
VRM
433
Vectors Research Management
New York
$882K +$74.9K +861 +10%
NA
434
NewEdge Advisors
Louisiana
$876K +$171K +1,962 +26%
WIA
435
Wealthstreet Investment Advisors
Texas
$868K
KRSITF
436
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$867K +$97.1K +1,116 +13%
GAM
437
Griffin Asset Management
New York
$852K +$27.3K +314 +3%
Verition Fund Management
438
Verition Fund Management
Connecticut
$842K +$808K +9,287 New
HH
439
Hilltop Holdings
Texas
$838K +$183K +2,106 +29%
IWM
440
IHT Wealth Management
Illinois
$838K +$214K +2,464 +36%
AAS
441
Avantax Advisory Services
Texas
$832K +$20.1K +231 +3%
FCI
442
Financial Counselors Inc
Kansas
$832K +$77K +885 +11%
ATC
443
Argent Trust Co
Tennessee
$827K +$27.5K +316 +4%
LFAS
444
Level Four Advisory Services
Texas
$826K -$57.8K -664 -7%
ST
445
Sabal Trust
Florida
$825K
CIC
446
Carnegie Investment Counsel
Ohio
$824K +$45.6K +524 +6%
VCA
447
Verdence Capital Advisors
Maryland
$818K -$28.7K -330 -4%
ECM
448
Everence Capital Management
Indiana
$816K
EWM
449
Evercore Wealth Management
New York
$808K +$48.1K +553 +7%
ACM
450
AlphaCrest Capital Management
New York
$798K +$766K +8,800 New

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.