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Welltower
WELL

805 hedge funds and large institutions have $27.7B invested in Welltower in 2019 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 328 increasing their positions, 274 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more call options, than puts

Call options by funds: $89.9M | Put options by funds: $40M

108% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 53

20% more repeat investments, than reductions

Existing positions increased: 328 | Existing positions reduced: 274

18% more capital invested

Capital invested by funds: $23.5B → $27.7B (+$4.23B)

18% more funds holding in top 10

Funds holding in top 10: 17 → 20 (+3)

6% more funds holding

Funds holding: 757 → 805 (+48)

1.15% less ownership

Funds ownership: 90.42% → 89.26% (-1.2%)

Holders
805
Holders Change
+48
Holders Change %
+6.34%
% of All Funds
17.42%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.43%
New
110
Increased
328
Reduced
274
Closed
53
Calls
$89.9M
Puts
$40M
Net Calls
+$49.9M
Net Calls Change
+$21.3M

Top Buyers

1
ZP
Zimmer Partners
New York
+$303M
2
State Street
State Street
Massachusetts
+$279M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$179M
4
Swedbank
Swedbank
Sweden
+$155M
5
American Century Companies
American Century Companies
Missouri
+$138M

Top Sellers

1
LIMS
Lasalle Investment Management Securities
Maryland
-$243M
2
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$45.4M
3
JP Morgan Chase
JP Morgan Chase
New York
-$44.9M
4
OAC
OMERS Administration Corp
Ontario, Canada
-$41.7M
5
Deutsche Bank
Deutsche Bank
Germany
-$39.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
776
CSat Investment Advisory
Michigan
$10K +$300 +4 +3%
DWM
777
Destination Wealth Management
California
$10K +$9.75K +130 New
RTC
778
Riverview Trust Company
Washington
$10K +$9.98K +133 New
AC
779
Avestar Capital
New York
$9K – – –
PFSC
780
Peoples Financial Services Corp
Pennsylvania
$9K – – –
IFAM
781
Institutional & Family Asset Management
Colorado
$9K +$900 +12 +12%
AWM
782
Avior Wealth Management
Nebraska
$9K +$6.9K +92 +341%
FRA
783
Front Row Advisors
California
$8K – – –
IAS
784
IMA Advisory Services
Colorado
$8K – – –
MSFP
785
Mark Sheptoff Financial Planning
Connecticut
$8K – – –
EWM
786
Executive Wealth Management
Michigan
$7K -$1.2K -16 -15%
CHP
787
Cable Hill Partners
Oregon
$7K – – –
CI
788
CX Institutional
Indiana
$7K +$5.63K +75 +469%
GI
789
Gradient Investments
Minnesota
$6K -$31K -413 -85%
AIC
790
Archer Investment Corporation
Indiana
$6K – – –
RFM
791
Royal Fund Management
Florida
$5K -$1.88K -25 -27%
OFW
792
Omnia Family Wealth
Florida
$5K – – –
TA
793
TCG Advisors
Texas
$5K +$4.65K +62 New
SCM
794
Shelton Capital Management
Colorado
$4.39K -$199K -2,651 -89%
AIM
795
Advantage Investment Management
Iowa
$4K -$17.8K -237 -80%
TFO
796
Tarbox Family Office
California
$4K – – –
MPWT
797
MassMutual Private Wealth & Trust
Connecticut
$3.1K -$18.2K -243 -86%
BFC
798
Bedel Financial Consulting
Indiana
$3K – – –
ESB
799
Essex Savings Bank
Connecticut
$3K – – –
IF
800
Ironwood Financial
Arizona
$3K – – –
30 31
32
33 34

WELL Hedge Fund Activity: Q1 2019 in Review

805 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q1 2019, worth a combined $27.7B — up 18% from $23.5B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new WELL positions and 53 closed out — a net gain of 57 holders — while 328 added to existing stakes and 274 trimmed.

The largest buyer was Zimmer Partners, opening a new position worth an estimated $303M. The largest seller was Lasalle Investment Management Securities, cutting an estimated $243M.

  • 805 institutional investors held Welltower (WELL) as of Q1 2019, up from 757 in Q4 2018.
  • Funds reported $27.7B of Welltower stock for Q1 2019, up 18% quarter-over-quarter.
  • 110 funds opened new Welltower positions in Q1 2019 and 53 closed out, a net change of +57 holders.
  • The largest Welltower buyer in Q1 2019 was Zimmer Partners, an estimated $303M added.
  • The largest Welltower seller in Q1 2019 was Lasalle Investment Management Securities, an estimated $243M sold.

Based on aggregated 13F filings for Q1 2019.