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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
PCM
651
Penserra Capital Management
California
$212K +$73.9K +849 +56%
Jones Financial Companies
652
Jones Financial Companies
Missouri
$212K +$203K +2,330 New
OWD
653
Osborn Williams & Donohoe
Ohio
$211K +$202K +2,325 New
LIM
654
Leavell Investment Management
Alabama
$210K -$32.2K -370 -14%
NFG
655
Next Financial Group
Texas
$209K -$107K -1,232 -35%
CWM
656
Circle Wealth Management
New Jersey
$207K +$198K +2,279 New
RA
657
RFG Advisory
Alabama
$207K +$199K +2,286 New
CL
658
Choreo LLC
Illinois
$206K +$197K +2,269 New
GIA
659
Guyasuta Investment Advisors
Pennsylvania
$206K +$198K +2,274 New
KP
660
Keel Point
Alabama
$205K -$40.9K -470 -17%
FAIM
661
Financial Advocates Investment Management
Washington
$205K +$196K +2,255 New
SCM
662
Stellar Capital Management
Arizona
$204K +$196K +2,250 New
SDWMA
663
Schneider Downs Wealth Management Advisors
Pennsylvania
$203K +$194K +2,235 New
LW
664
Linscomb Wealth
Texas
$203K +$195K +2,238 New
EAM
665
Evanson Asset Management
California
$201K +$193K +2,218 New
LWM
666
Liberty Wealth Management
California
$198K +$5.74K +66 +3%
Carson Wealth (CWM LLC)
667
Carson Wealth (CWM LLC)
Nebraska
$197K
LC
668
Lindbrook Capital
California
$183K -$3.92K -45 -2%
FWM
669
Focused Wealth Management
New York
$180K +$1.04K +12 +0.6%
AssetMark Inc
670
AssetMark Inc
California
$172K +$14.4K +165 +10%
EAM
671
Eventide Asset Management
Massachusetts
$172K +$165K +1,900 New
M
672
MOTCO
Texas
$168K -$12K -138 -7%
SF
673
Synovus Financial
Georgia
$166K +$28.4K +326 +21%
AIM
674
Arcadia Investment Management
Michigan
$161K
FHA
675
First Horizon Advisors
Tennessee
$160K -$11.4K -131 -7%

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.