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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
FMBTD
451
First Midwest Bank Trust Division
Illinois
$571K +$13.6K +187 +2%
FCI
452
Financial Counselors Inc
Kansas
$567K +$7.63K +105 +1%
FC
453
Forte Capital
New York
$566K -$12.4K -170 -2%
SBIA
454
Sheaff Brock Investment Advisors
Indiana
$553K +$14.5K +200 +3%
VIA
455
Virtus Investment Advisers
Connecticut
$551K -$73.1K -1,005 -11%
JIC
456
Johnson Investment Counsel
Ohio
$550K +$5.24K +72 +0.9%
MAM
457
Martingale Asset Management
Massachusetts
$549K +$364K +5,000 +178%
TH
458
Timber Hill
Connecticut
$546K +$565K +7,768 New
ARMC
459
American Research & Management Company
Massachusetts
$544K -$891K -12,250 -61%
CFG
460
CNO Financial Group
Indiana
$544K
DWM
461
Doyle Wealth Management
Florida
$541K -$9.82K -135 -2%
ARMT
462
Amica Retiree Medical Trust
Rhode Island
$538K +$556K +7,649 New
GXMC
463
Global X Management Company
New York
$536K +$60.7K +835 +12%
ZCA
464
Zeke Capital Advisors
Pennsylvania
$535K +$328K +4,516 +146%
FHC
465
First Heartland Consultants
Missouri
$534K +$139K +1,905 +33%
BCM
466
BTR Capital Management
California
$527K -$3.64K -50 -0.7%
WAM
467
Wolverine Asset Management
Illinois
$525K +$91.3K +1,255 +20%
AFNAS
468
American Financial Network Advisory Services
California
$522K +$540K +7,425 New
BWM
469
Bernicke Wealth Management
Wisconsin
$503K +$76.7K +1,055 +17%
BPC
470
Banque Pictet & Cie
Switzerland
$497K -$61.8K -850 -11%
CA
471
Continuum Advisory
Idaho
$496K +$8K +110 +2%
PWW
472
Pettyjohn Wood & White
Virginia
$495K -$7.27K -100 -1%
PAS
473
Park Avenue Securities
New York
$493K +$217K +2,989 +73%
LS
474
Livforsakringsbolaget Skandia
Sweden
$488K
HAG
475
HighPoint Advisor Group
Illinois
$481K -$551K -7,574 -52%

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.