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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
KFC
576
Klingenstein Fields & Co
New York
$330K -$5.74K -66 -2%
KA
577
Kintegral Advisory
New York
$329K
SIA
578
Strategic Investment Advisors
Michigan
$324K +$22.2K +255 +8%
TW
579
TrinityPoint Wealth
Connecticut
$324K +$324K +3,729 New
GHAM
580
Gilman Hill Asset Management
Connecticut
$323K -$12.2K -140 -4%
BIM
581
Bridges Investment Management
Nebraska
$320K
WTB
582
Washington Trust Bank
Washington
$320K
BCP
583
Berkeley Capital Partners
Georgia
$320K +$307K +3,530 New
BWP
584
Bernardo Wealth Planning
Pennsylvania
$319K -$8.53K -98 -3%
HAM
585
Highstreet Asset Management
Ontario, Canada
$315K -$67.4K -774 -18%
FI
586
FormulaFolio Investments
Michigan
$315K +$303K +3,477 New
KFGK
587
Keystone Financial Group (Kentucky)
Kentucky
$313K +$11.7K +135 +4%
ACG
588
Allen Capital Group
Nebraska
$311K
SFS
589
Sowell Financial Services
Arkansas
$306K +$294K +3,375 New
HIC
590
Hartline Investment Corp
Illinois
$305K
ACA
591
Atlas Capital Advisors
Wyoming
$300K +$52.1K +599 +22%
PFS
592
Prospera Financial Services
Texas
$295K -$33.3K -383 -11%
BI
593
Ballast Inc
Kentucky
$295K +$5.22K +60 +2%
EFS
594
Essex Financial Services
Connecticut
$292K -$13K -149 -4%
CCP
595
Corient Capital Partners
California
$292K +$42.6K +489 +18%
AI
596
Atom Investors
Texas
$281K -$938K -10,781 -78%
FTIOP
597
Fiduciary Trust International of Pennsylvania
Pennsylvania
$281K -$5.74K -66 -2%
SB
598
Simmons Bank
Arkansas
$281K +$270K +3,100 New
SCM
599
Shelton Capital Management
Colorado
$280K
BRWA
600
B. Riley Wealth Advisors
Florida
$280K +$14.5K +167 +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.