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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
BC
651
Bartlett & Co
Ohio
$33K +$291 +4 +0.9%
AAP
652
Arax Advisory Partners
Colorado
$32K +$8.14K +112 +32%
CLOS
653
Compagnie Lombard Odier SCmA
Switzerland
$31K
GBBWRPM
654
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$30K
VFA
655
Virtus Fund Advisers
Connecticut
$30K
ClearBridge Investments
656
ClearBridge Investments
New York
$29K +$800 +11 +3%
MCM
657
MV Capital Management
Maryland
$28K
CAW
658
Cornerstone Advisors (Washington)
Washington
$27K +$11.3K +155 +68%
SWA
659
Sutton Wealth Advisors
Florida
$26.8K
SBL
660
Sargent Bickham Lagudis
Colorado
$26K -$57.5K -791 -68%
QCG
661
Quadrant Capital Group
Ohio
$25K
LA
662
Legacy Advisors
Pennsylvania
$25K +$9.53K +131 +57%
WPA
663
West Paces Advisors
Georgia
$23.5K -$3.13K -43 -11%
CCM
664
Covington Capital Management
California
$23K
GT
665
Greenleaf Trust
Michigan
$22K +$23.2K +319 New
CBT
666
Capital Bank & Trust
California
$21K
DAM
667
Delta Asset Management
Tennessee
$21K
ST
668
Sageworth Trust
Pennsylvania
$21K
TFO
669
Tarbox Family Office
California
$21K +$1.6K +22 +8%
PWM
670
Perigon Wealth Management
California
$21K +$21.2K +292 New
LC
671
Landaas & Company
Wisconsin
$21K +$21.8K +300 New
FHA
672
First Horizon Advisors
Tennessee
$20K -$18.5K -255 -47%
FPFS
673
First Personal Financial Services
North Carolina
$20K
GAM
674
Gemmer Asset Management
California
$20K
PS
675
Portfolio Solutions
Michigan
$19K

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.