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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
Federated Hermes
26
Federated Hermes
Pennsylvania
$154M +$1.83M +25,136 +1%
SCCM
27
Schafer Cullen Capital Management
New York
$147M -$707K -9,729 -0.5%
ACI
28
AMP Capital Investors
Australia
$141M -$2.31M -31,794 -2%
TA
29
Teachers Advisors
New York
$135M +$27.7M +380,577 +25%
UBS AM
30
UBS AM
Illinois
$129M +$5.72M +78,709 +4%
Cohen & Steers
31
Cohen & Steers
New York
$125M +$130M +1,783,283 New
RJA
32
Raymond James & Associates
Florida
$114M -$225K -3,091 -0.2%
Russell Investments Group
33
Russell Investments Group
United Kingdom
$113M +$31.2M +429,449 +37%
TCIM
34
TIAA CREF Investment Management
New York
$112M +$757K +10,416 +0.7%
Swiss National Bank
35
Swiss National Bank
Switzerland
$111M +$2.02M +27,800 +2%
ACM
36
Adelante Capital Management
California
$109M +$19.2M +264,638 +20%
Prudential Financial
37
Prudential Financial
New Jersey
$108M +$33.4M +459,593 +43%
AllianceBernstein
38
AllianceBernstein
Tennessee
$106M +$2.71M +37,289 +3%
Asset Management One
39
Asset Management One
Japan
$98.2M +$404K +5,555 +0.4%
OAC
40
OMERS Administration Corp
Ontario, Canada
$97.4M +$19.5M +267,500 +24%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$96.4M +$4.96M +68,249 +5%
JP Morgan Chase
42
JP Morgan Chase
New York
$95.2M +$12.5M +171,985 +15%
NIPH
43
NN Investment Partners Holdings
Netherlands
$88.2M +$64M +879,764 +250%
Renaissance Technologies
44
Renaissance Technologies
New York
$85.1M -$10.2M -140,700 -10%
Ameriprise
45
Ameriprise
Minnesota
$83M -$3.24M -44,543 -4%
CCM
46
Cullen Capital Management
New York
$80.7M +$582K +8,000 +0.7%
SCRM
47
Security Capital Research & Management
Illinois
$76M -$4.95M -68,057 -6%
HRES
48
Heitman Real Estate Securities
Illinois
$73.2M +$27.8M +382,371 +58%
CS
49
Credit Suisse
Switzerland
$69.9M -$22.5M -309,682 -24%
B
50
Barings
North Carolina
$67.9M -$1.81M -24,896 -3%

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.