We are live on ! Find out more
WELL icon

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
LNWWM
501
Laird Norton Wetherby Wealth Management
California
$394K +$17.5K +240 +4%
BCM
502
Brookstone Capital Management
Illinois
$391K -$31.1K -428 -7%
JSL
503
JT Stratford LLC
Georgia
$388K +$291 +4 +0.1%
EAM
504
Eventide Asset Management
Massachusetts
$387K
QI
505
Quotient Investors
New York
$387K +$21.8K +300 +6%
CCM
506
Chilton Capital Management
Texas
$386K +$399K +5,490 New
SS
507
Simplicity Solutions
Minnesota
$383K -$337K -4,634 -46%
FNBT
508
FineMark National Bank & Trust
Florida
$383K -$34.2K -470 -8%
CTA
509
Colonial Trust Advisors
South Carolina
$383K +$30.9K +425 +8%
BFC
510
Blue Fin Capital
Rhode Island
$378K
AIA
511
Allegis Investment Advisors
Idaho
$377K +$118K +1,617 +43%
GVT
512
Genesee Valley Trust
New York
$374K -$2.18K -30 -0.6%
TMAM
513
Tokio Marine Asset Management
Japan
$373K +$106K +1,458 +38%
DDC
514
DF Dent & Co
Maryland
$372K +$3.35K +46 +0.9%
RIA
515
Regal Investment Advisors
Michigan
$370K -$50.8K -698 -12%
RG
516
Renaissance Group
Kentucky
$369K +$382K +5,257 New
ZIC
517
ZWJ Investment Counsel
Georgia
$365K
MNBTD
518
Moody National Bank Trust Division
Texas
$364K -$54.5K -750 -13%
FWCM
519
Ferguson Wellman Capital Management
Oregon
$363K -$20.1K -276 -5%
CS
520
Comerica Securities
Michigan
$360K -$4K -55 -1%
HIC
521
Holderness Investments Company
North Carolina
$360K +$3.78K +52 +1%
FMII
522
Farmers & Merchants Investments Inc
Nebraska
$360K +$6.4K +88 +2%
CPA
523
Clear Perspective Advisors
Illinois
$355K -$27.4K -377 -7%
RIM
524
Rampart Investment Management
Connecticut
$354K +$54.6K +751 +18%
GHA
525
Garcia Hamilton & Associates
Texas
$352K -$430K -5,920 -54%

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.