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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
CFN
676
Cordasco Financial Network
Florida
$159K +$43.2K +496 +39%
BFEC
677
Benjamin F. Edwards & Company
Missouri
$155K -$8.53K -98 -5%
AIC
678
Ameritas Investment Company
Nebraska
$155K +$149K +1,710 New
HFM
679
Hartford Financial Management
Connecticut
$145K
HI
680
Hudock Inc
Pennsylvania
$144K +$261 +3 +0.2%
QCIG
681
Quad-Cities Investment Group
Iowa
$144K +$522 +6 +0.4%
HDIM
682
Hanson & Doremus Investment Management
Vermont
$136K
VFA
683
Valeo Financial Advisors
Indiana
$135K +$76.7K +881 +146%
HPC
684
HM Payson & Co
Maine
$132K +$10.7K +123 +9%
NL
685
NVWM LLC
Pennsylvania
$126K
ST
686
Smithfield Trust
Pennsylvania
$126K
TCOV
687
Trust Company of Vermont
Vermont
$124K +$8.7K +100 +8%
WAM
688
Wolverine Asset Management
Illinois
$121K +$117K +1,343 New
SCA
689
Stonebridge Capital Advisors
Minnesota
$119K -$35.7K -410 -24%
OSNBOA
690
Old Second National Bank of Aurora
Illinois
$116K -$8.7K -100 -7%
PK
691
Pflug Koory
Nebraska
$113K
GLI
692
Guardian Life Insurance
New York
$107K +$5.74K +66 +6%
CCM
693
Covington Capital Management
California
$104K +$2.87K +33 +3%
M
694
Mirova
France
$104K +$8.96K +103 +10%
KTC
695
Kistler-Tiffany Companies
Pennsylvania
$103K -$6.88K -79 -6%
RIA
696
Realta Investment Advisors
Delaware
$101K -$1.13K -13 -1%
CAC
697
Certified Advisory Corp
Florida
$93K +$87 +1 +0.1%
MCA
698
Mercer Capital Advisers
New Jersey
$91K
SFSIG
699
San Francisco Sentry Investment Group
California
$91K
ARMT
700
Amica Retiree Medical Trust
Rhode Island
$89K

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.