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Welltower
WELL

695 hedge funds and large institutions have $21B invested in Welltower in 2016 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 269 increasing their positions, 229 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $146M | Put options by funds: $104M

39% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 72

17% more repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 229

2% more funds holding

Funds holding: 680 → 695 (+15)

1.09% less ownership

Funds ownership: 87.76% → 86.67% (-1.1%)

10% less capital invested

Capital invested by funds: $23.3B → $21B (-$2.32B)

42% less funds holding in top 10

Funds holding in top 10: 24 → 14 (-10)

Holders
695
Holders Change
+15
Holders Change %
+2.21%
% of All Funds
17.38%
Holding in Top 10
14
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-41.67%
% of All Funds
0.35%
New
100
Increased
269
Reduced
229
Closed
72
Calls
$146M
Puts
$104M
Net Calls
+$41.9M
Net Calls Change
-$26M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$211M
2
Invesco
Invesco
Georgia
+$173M
3
Goldman Sachs
Goldman Sachs
New York
+$143M
4
Morgan Stanley
Morgan Stanley
New York
+$78.8M
5
Asset Management One
Asset Management One
Japan
+$37.8M

Top Sellers

1
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$186M
2
American Century Companies
American Century Companies
Missouri
-$97.3M
3
PI
PGGM Investments
Netherlands
-$82.1M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$71.9M
5
JP Morgan Chase
JP Morgan Chase
New York
-$71.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
PI
26
PGGM Investments
Netherlands
$182M -$82.1M -1,239,376 -31%
Charles Schwab
27
Charles Schwab
California
$180M +$8.47M +127,920 +5%
Legal & General Group
28
Legal & General Group
United Kingdom
$163M -$1.63M -24,672 -1%
Federated Hermes
29
Federated Hermes
Pennsylvania
$144M +$37.2M +561,133 +35%
BC
30
Brookfield Corp
Ontario, Canada
$144M -$1.37M -20,720 -1%
SCCM
31
Schafer Cullen Capital Management
New York
$141M +$13.2M +199,299 +10%
CS
32
Credit Suisse
Switzerland
$128M +$22.7M +342,116 +22%
Renaissance Technologies
33
Renaissance Technologies
New York
$123M -$14.9M -224,300 -11%
ACM
34
Adelante Capital Management
California
$107M -$1.57M -23,690 -1%
UBS AM
35
UBS AM
Illinois
$106M -$2.1M -31,649 -2%
TCIM
36
TIAA CREF Investment Management
New York
$102M +$3.83M +57,874 +4%
TA
37
Teachers Advisors
New York
$102M -$1.4M -21,168 -1%
RJA
38
Raymond James & Associates
Florida
$102M +$2.26M +34,083 +2%
Asset Management One
39
Asset Management One
Japan
$98.1M +$37.8M +571,012 +63%
Ameriprise
40
Ameriprise
Minnesota
$91.8M +$11.7M +176,987 +15%
BlackRock
41
BlackRock
New York
$88.5M +$10.6M +160,235 +14%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$86.2M +$1.27M +19,112 +2%
Swiss National Bank
43
Swiss National Bank
Switzerland
$80.7M -$29.4M -444,100 -27%
O
44
OppenheimerFunds
New York
$80.5M -$365K -5,505 -0.5%
AIM
45
abrdn Investment Management
United Kingdom
$80.4M +$37M +558,638 +87%
CCM
46
Cullen Capital Management
New York
$79.8M +$412K +6,220 +0.5%
HRES
47
Heitman Real Estate Securities
Illinois
$70.8M -$28.6M -432,146 -29%
Prudential Financial
48
Prudential Financial
New Jersey
$67.8M -$30.5M -459,767 -31%
Russell Investments Group
49
Russell Investments Group
United Kingdom
$67.5M +$68M +1,026,299 New
H
50
Hexavest
Quebec, Canada
$64.8M +$23.4M +353,833 +58%
1
2
3 4 5

WELL Hedge Fund Activity: Q4 2016 in Review

695 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q4 2016, worth a combined $21B — down 9.9% from $23.3B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new WELL positions and 72 closed out — a net gain of 28 holders — while 269 added to existing stakes and 229 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $211M. The largest seller was CBRE Investment Management Listed Real Assets, cutting an estimated $186M.

  • 695 institutional investors held Welltower (WELL) as of Q4 2016, up from 680 in Q3 2016.
  • Funds reported $21B of Welltower stock for Q4 2016, down 9.9% quarter-over-quarter.
  • 100 funds opened new Welltower positions in Q4 2016 and 72 closed out, a net change of +28 holders.
  • The largest Welltower buyer in Q4 2016 was Deutsche Bank, an estimated $211M added.
  • The largest Welltower seller in Q4 2016 was CBRE Investment Management Listed Real Assets, an estimated $186M sold.

Based on aggregated 13F filings for Q4 2016.