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Welltower
WELL

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: 716 → 712 (-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: 16 → 14 (-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

Top Buyers

1
PI
PGGM Investments
Netherlands
+$184M
2
Cohen & Steers
Cohen & Steers
New York
+$130M
3
Bank of America
Bank of America
North Carolina
+$74M
4
NIPH
NN Investment Partners Holdings
Netherlands
+$64M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$60.5M

Top Sellers

1
Invesco
Invesco
Georgia
-$144M
2
BC
Brookfield Corp
Ontario, Canada
-$122M
3
Principal Financial Group
Principal Financial Group
Iowa
-$110M
4
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$99.1M
5
LIMS
Lasalle Investment Management Securities
Maryland
-$65.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
751
Laurion Capital Management
New York
– -$112K -1,500 Closed
WHG
752
Westwood Holdings Group
Texas
– -$94K -1,250 Closed
BAM
753
Bruderman Asset Management
New York
– -$77K -1,026 Closed
HDIM
754
Hanson & Doremus Investment Management
Vermont
– -$75K -1,000 Closed
PSUF
755
People's United Financial
Connecticut
– -$42K -561 Closed
FC
756
Ferris Capital
Massachusetts
– -$31K -414 Closed
BWA
757
Burt Wealth Advisors
Maryland
– -$15K -207 Closed
VWA
758
V Wealth Advisors
Kansas
– -$11K -129 Closed
QAM
759
QCI Asset Management
New York
– -$8K -110 Closed
SIC
760
Salem Investment Counselors
North Carolina
– -$6K -75 Closed
OFW
761
Omnia Family Wealth
Florida
– -$3K -40 Closed
ST
762
Spot Trading
Illinois
– -$2.84K -39 Closed
LWCFA
763
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– +$436 +6 New
27 28 29 30
31

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.