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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
MA
526
Montag & Associates
Georgia
$351K
NAM
527
North American Management
Massachusetts
$348K
LAIC
528
Lederer & Associates Investment Counsel
California
$347K
FIM
529
Freedom Investment Management
Connecticut
$345K -$48.7K -670 -12%
BC
530
Brinker Capital
Pennsylvania
$338K +$350K +4,811 New
BJL
531
Brighton Jones LLC
Washington
$337K -$10.2K -140 -3%
WB
532
Webster Bank
Connecticut
$337K +$334K +4,600 +2,300%
PCM
533
Penserra Capital Management
California
$333K +$349K +4,793 New
BFEC
534
Benjamin F. Edwards & Company
Missouri
$331K +$132K +1,810 +62%
PAG
535
Pinnacle Advisory Group
Maryland
$328K +$4.58K +63 +1%
LOAME
536
Lombard Odier Asset Management (Europe)
United Kingdom
$324K
IHL
537
Investment House LLC
California
$323K -$7.27K -100 -2%
HR
538
Howe & Rusling
New York
$320K +$331K +4,551 New
Jones Financial Companies
539
Jones Financial Companies
Missouri
$319K +$7.2K +99 +2%
LIM
540
Leavell Investment Management
Alabama
$309K -$2.18K -30 -0.7%
HFS
541
HL Financial Services
Kentucky
$302K -$241K -3,315 -44%
GEA
542
Glen Eagle Advisors
New Jersey
$301K -$63.4K -872 -17%
GP
543
Girard Partners
Pennsylvania
$301K +$95.6K +1,315 +44%
EFS
544
Essex Financial Services
Connecticut
$299K
SEM
545
Suncoast Equity Management
Florida
$297K -$20.4K -280 -6%
AFP
546
Ausdal Financial Partners
Iowa
$297K +$59.8K +822 +24%
AT
547
Argent Trust
Texas
$294K +$31.1K +428 +11%
CL
548
Choreo LLC
Illinois
$293K -$81.7K -1,123 -21%
CG
549
CFO4Life Group
Texas
$293K -$3.71K -51 -1%
BHA
550
Beech Hill Advisors
New York
$290K

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.