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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
HWA
701
Heritage Wealth Advisors
Virginia
$89K +$53.5K +615 +168%
CAL
702
Capital Analysts LLC
Pennsylvania
$87K -$870 -10 -1%
TC
703
Truvestments Capital
Florida
$84K +$8.09K +93 +11%
PCG
704
Private Capital Group
Connecticut
$80K +$4.96K +57 +7%
AIM
705
AIA Investment Management
Singapore
$80K +$76.6K +880 New
TC
706
Trust Company
Kansas
$77K
CPA
707
Clear Perspective Advisors
Illinois
$73K
WB
708
Webster Bank
Connecticut
$73K +$49.6K +570 +238%
CIA
709
CSat Investment Advisory
Michigan
$68K +$4.18K +48 +7%
FANJ
710
Financial Architects (New Jersey)
New Jersey
$68K +$4.44K +51 +7%
ClearBridge Investments
711
ClearBridge Investments
New York
$63K +$2.79K +32 +5%
GSWM
712
Golden State Wealth Management
California
$63K +$3.48K +40 +6%
CI Investments Inc
713
CI Investments Inc
Ontario, Canada
$63K +$60.5K +695 New
JCM
714
Jacobi Capital Management
Pennsylvania
$62K +$6.53K +75 +12%
BCA
715
Berman Capital Advisors
Georgia
$59K +$87 +1 +0.2%
OAJ
716
Ogorek Anthony Joseph
New York
$58K -$7.83K -90 -12%
ADL
717
Asset Dedication LLC
California
$51K -$12.9K -148 -21%
BWA
718
BDO Wealth Advisors
Florida
$51K
PB
719
Pinnacle Bancorp
Nebraska
$49K
GI
720
Gradient Investments
Minnesota
$48K +$2.44K +28 +6%
TFS
721
TrustCore Financial Services
Tennessee
$47K
AA
722
Advisory Alpha
Michigan
$46K +$43.9K +504 New
SIS
723
Sound Income Strategies
Florida
$46K
HCM
724
Highlander Capital Management
New Jersey
$45K
CFG
725
Citizens Financial Group
Rhode Island
$45K +$9.66K +111 +29%

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.