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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
CB
476
Chemical Bank
Michigan
$481K -$28.6K -393 -5%
AWM
477
AE Wealth Management
Kansas
$480K -$87K -1,197 -15%
NPC
478
National Planning Corporation
California
$480K -$46.9K -645 -9%
Cerity Partners
479
Cerity Partners
New York
$473K +$201K +2,758 +69%
VF
480
Virtu Financial
New York
$472K +$488K +6,714 New
RCA
481
Rowland Carmichael Advisors
Arizona
$470K +$10K +138 +2%
Mackenzie Financial
482
Mackenzie Financial
Ontario, Canada
$465K +$132K +1,812 +38%
RCAG
483
Rehmann Capital Advisory Group
Michigan
$461K -$51.6K -710 -10%
WAM
484
Wealthspire Advisors (Maryland)
Maryland
$459K -$64.9K -893 -12%
ABC
485
Associated Banc-Corp
Wisconsin
$456K
WSCM
486
Wellington Shields Capital Management
New York
$453K
CRC
487
Curi RMB Capital
Illinois
$449K -$18.5K -255 -4%
ANRIA
488
American National Registered Investment Advisor
Texas
$445K -$54.5K -750 -11%
DWT
489
Dorsey & Whitney Trust
South Dakota
$442K +$4.29K +59 +0.9%
BTIS
490
BB&T Investment Services
North Carolina
$438K +$89.5K +1,231 +25%
MMG
491
Monetary Management Group
Missouri
$432K -$1.07M -14,750 -71%
Mirae Asset Global Investments
492
Mirae Asset Global Investments
South Korea
$431K +$237K +3,261 +114%
PFBT
493
Parkside Financial Bank & Trust
Missouri
$427K -$14.2K -195 -3%
AP
494
Advisor Partners
California
$426K +$4.65K +64 +1%
GCP
495
GSA Capital Partners
United Kingdom
$426K +$441K +6,065 New
BAS
496
Brown Advisory Securities
Maryland
$413K -$54.5K -750 -11%
CG
497
Caprock Group
Idaho
$409K -$2.98K -41 -0.7%
CCB
498
Cutter & Co Brokerage
Missouri
$408K +$2.11K +29 +0.5%
ACC
499
Accident Compensation Corp
New Zealand
$396K -$736K -10,118 -64%
RFC
500
Regions Financial Corp
Alabama
$394K -$100K -1,379 -20%

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.