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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
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$285M +$22.9M +263,571 +9%
Goldman Sachs
27
Goldman Sachs
New York
$282M +$12.7M +145,417 +5%
UBS AM
28
UBS AM
Illinois
$261M +$35.3M +405,505 +16%
EIP
29
Epoch Investment Partners
New York
$242M -$24.4M -279,876 -9%
LIMS
30
Lasalle Investment Management Securities
Maryland
$217M -$12.7M -146,138 -6%
ZP
31
Zimmer Partners
New York
$216M
CIMLRA
32
CBRE Investment Management Listed Real Assets
Pennsylvania
$210M -$79.7M -915,849 -28%
SCCM
33
Schafer Cullen Capital Management
New York
$207M -$23.8M -273,086 -11%
Russell Investments Group
34
Russell Investments Group
United Kingdom
$196M -$869K -9,983 -0.5%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$188M +$14.5M +167,044 +9%
Swedbank
36
Swedbank
Sweden
$185M -$2.44M -27,984 -1%
ACI
37
AMP Capital Investors
Australia
$166M -$2.91M -33,479 -2%
BPSG
38
Brookfield Public Securities Group
New York
$160M +$154M +1,767,079 New
Prudential Financial
39
Prudential Financial
New Jersey
$159M +$23.6M +270,686 +18%
PPA
40
Parametric Portfolio Associates
Washington
$157M +$275K +3,161 +0.2%
DZ Bank
41
DZ Bank
Germany
$152M +$146M +1,673,771 New
Swiss National Bank
42
Swiss National Bank
Switzerland
$144M +$5.56M +63,918 +4%
Massachusetts Financial Services
43
Massachusetts Financial Services
Massachusetts
$136M -$6.2M -71,223 -5%
RJA
44
Raymond James & Associates
Florida
$118M -$7.03M -80,777 -6%
AllianceBernstein
45
AllianceBernstein
Tennessee
$116M +$38M +436,699 +52%
Aberdeen Group
46
Aberdeen Group
United Kingdom
$115M +$36.8M +422,661 +50%
CS
47
Credit Suisse
Switzerland
$113M -$29.2M -335,043 -21%
Janus Henderson Group
48
Janus Henderson Group
United Kingdom
$103M -$23M -263,992 -19%
Asset Management One
49
Asset Management One
Japan
$96.9M +$464K +5,335 +0.5%
Ameriprise
50
Ameriprise
Minnesota
$91.3M -$6M -68,909 -6%

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.