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Welltower
WELL

805 hedge funds and large institutions have $27.7B invested in Welltower in 2019 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 328 increasing their positions, 274 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more call options, than puts

Call options by funds: $89.9M | Put options by funds: $40M

108% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 53

20% more repeat investments, than reductions

Existing positions increased: 328 | Existing positions reduced: 274

18% more capital invested

Capital invested by funds: $23.5B → $27.7B (+$4.23B)

18% more funds holding in top 10

Funds holding in top 10: 17 → 20 (+3)

6% more funds holding

Funds holding: 757 → 805 (+48)

1.15% less ownership

Funds ownership: 90.42% → 89.26% (-1.2%)

Holders
805
Holders Change
+48
Holders Change %
+6.34%
% of All Funds
17.42%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.43%
New
110
Increased
328
Reduced
274
Closed
53
Calls
$89.9M
Puts
$40M
Net Calls
+$49.9M
Net Calls Change
+$21.3M

Top Buyers

1
ZP
Zimmer Partners
New York
+$303M
2
State Street
State Street
Massachusetts
+$279M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$179M
4
Swedbank
Swedbank
Sweden
+$155M
5
American Century Companies
American Century Companies
Missouri
+$138M

Top Sellers

1
LIMS
Lasalle Investment Management Securities
Maryland
-$243M
2
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$45.4M
3
JP Morgan Chase
JP Morgan Chase
New York
-$44.9M
4
OAC
OMERS Administration Corp
Ontario, Canada
-$41.7M
5
Deutsche Bank
Deutsche Bank
Germany
-$39.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$225M +$3.57M +47,610 +2%
Renaissance Technologies
27
Renaissance Technologies
New York
$218M -$9.66M -128,800 -4%
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$187M +$31.6M +421,544 +21%
UBS AM
29
UBS AM
Illinois
$181M +$2.6M +34,646 +2%
BC
30
Brookfield Corp
Ontario, Canada
$173M +$42.6M +568,391 +34%
JP Morgan Chase
31
JP Morgan Chase
New York
$167M -$44.9M -598,888 -22%
Federated Hermes
32
Federated Hermes
Pennsylvania
$162M +$1.31M +17,511 +0.8%
SCCM
33
Schafer Cullen Capital Management
New York
$161M -$9.21M -122,754 -6%
ACM
34
AEW Capital Management
Massachusetts
$161M -$24.4M -324,597 -14%
Swedbank
35
Swedbank
Sweden
$160M +$155M +2,061,890 New
Janus Henderson Group
36
Janus Henderson Group
United Kingdom
$151M +$115M +1,535,700 +379%
Prudential Financial
37
Prudential Financial
New Jersey
$150M -$31.6M -421,636 -18%
Russell Investments Group
38
Russell Investments Group
United Kingdom
$148M -$1.51M -20,090 -1%
ACI
39
AMP Capital Investors
Australia
$144M +$10M +133,698 +8%
TA
40
Teachers Advisors
New York
$144M +$594K +7,912 +0.4%
PPA
41
Parametric Portfolio Associates
Washington
$135M +$9.15M +121,929 +8%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$127M -$8.62M -114,860 -7%
N
43
Nuveen
North Carolina
$119M +$60M +799,441 +108%
Swiss National Bank
44
Swiss National Bank
Switzerland
$118M +$3.89M +51,800 +4%
AAMU
45
Amundi Asset Management US
Massachusetts
$114M +$6.92M +92,229 +7%
RJA
46
Raymond James & Associates
Florida
$109M -$4.22M -56,316 -4%
Massachusetts Financial Services
47
Massachusetts Financial Services
Massachusetts
$101M -$25.5M -340,034 -21%
HRES
48
Heitman Real Estate Securities
Illinois
$98.8M +$7.78M +103,705 +9%
Barclays
49
Barclays
United Kingdom
$98M +$26.1M +348,266 +38%
TCIM
50
TIAA CREF Investment Management
New York
$97.5M -$3.39M -45,170 -3%
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WELL Hedge Fund Activity: Q1 2019 in Review

805 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q1 2019, worth a combined $27.7B — up 18% from $23.5B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new WELL positions and 53 closed out — a net gain of 57 holders — while 328 added to existing stakes and 274 trimmed.

The largest buyer was Zimmer Partners, opening a new position worth an estimated $303M. The largest seller was Lasalle Investment Management Securities, cutting an estimated $243M.

  • 805 institutional investors held Welltower (WELL) as of Q1 2019, up from 757 in Q4 2018.
  • Funds reported $27.7B of Welltower stock for Q1 2019, up 18% quarter-over-quarter.
  • 110 funds opened new Welltower positions in Q1 2019 and 53 closed out, a net change of +57 holders.
  • The largest Welltower buyer in Q1 2019 was Zimmer Partners, an estimated $303M added.
  • The largest Welltower seller in Q1 2019 was Lasalle Investment Management Securities, an estimated $243M sold.

Based on aggregated 13F filings for Q1 2019.