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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
CDIA
726
Capital Directions Investment Advisors
Georgia
$45K +$43.5K +500 New
NSIM
727
North Star Investment Management
Illinois
$45K +$43.5K +500 New
RA
728
Rational Advisors
New York
$43K -$24.7K -284 -37%
EFSCE
729
Enterprise Financial Services Corp (EFSC)
Missouri
$43K
FCA
730
FinTrust Capital Advisors
South Carolina
$42K +$29.5K +339 +271%
GTAM
731
Global Trust Asset Management
Florida
$41K -$1.23M -14,129 -97%
NIM
732
NuWave Investment Management
New Jersey
$39K -$141K -1,623 -79%
BWM
733
BerganKDV Wealth Management
Minnesota
$39K +$37K +425 New
DOA
734
D'Orazio & Associates
Virginia
$37K +$35.2K +405 New
MCM
735
MV Capital Management
Maryland
$36K
Rockefeller Capital Management
736
Rockefeller Capital Management
New York
$35K -$27.4K -315 -45%
TCM
737
Tradewinds Capital Management
Washington
$35K -$3.65K -42 -10%
GWMIA
738
Global Wealth Management Investment Advisory
Florida
$34K -$1.13K -13 -3%
WAS
739
Winch Advisory Services
Wisconsin
$34K +$261 +3 +0.8%
GEA
740
Glen Eagle Advisors
New Jersey
$33.7K +$87 +1 +0.3%
SCM
741
Silvant Capital Management
Georgia
$32K -$6.61K -76 -18%
EIP
742
Ellis Investment Partners
Pennsylvania
$32K +$261 +3 +0.8%
JFA
743
JNBA Financial Advisors
Minnesota
$31K
MAM
744
Meeder Asset Management
Ohio
$31K +$6K +69 +25%
MGIA
745
Moneta Group Investment Advisors
Missouri
$31K +$29.8K +342 New
LWS
746
Lucia Wealth Services
California
$29K
WPA
747
West Paces Advisors
Georgia
$27.6K
CL
748
CSS LLC
Illinois
$27K -$1.45M -16,700 -98%
HGWM
749
Harvest Group Wealth Management
Massachusetts
$27K
SB
750
Strategic Blueprint
Georgia
$27K +$26.1K +300 New

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.