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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
SWM
776
Selective Wealth Management
Virginia
$13K +$12.2K +140 New
MRCM
777
M&R Capital Management
New Jersey
$12K
WC
778
Weil Company
California
$12K +$11.8K +136 New
THWM
779
Taylor Hoffman Wealth Management
Virginia
$11K
TWA
780
TCI Wealth Advisors
Arizona
$11K
FGAM
781
Financial Gravity Asset Management
Texas
$10K -$5.83K -67 -37%
PFSC
782
Peoples Financial Services Corp
Pennsylvania
$10K
CI
783
CX Institutional
Indiana
$10K +$696 +8 +8%
Canada Pension Plan Investment Board
784
Canada Pension Plan Investment Board
Ontario, Canada
$9K -$11.1M -127,805 -100%
FRA
785
Front Row Advisors
California
$9K -$435 -5 -5%
IAS
786
IMA Advisory Services
Colorado
$9K
CHC
787
City Holding Co
West Virginia
$9K +$4.35K +50 +100%
CBT
788
Capital Bank & Trust
California
$9K +$8.53K +98 New
EI
789
Ellevest Inc
New York
$9K +$8.7K +100 New
LFG
790
Larson Financial Group
Missouri
$9K +$8.7K +100 New
SBL
791
Sargent Bickham Lagudis
Colorado
$9K +$8.7K +100 New
KWA
792
KCS Wealth Advisory
California
$8.61K +$8.27K +95 New
AWM
793
Avior Wealth Management
Nebraska
$8K
GWAG
794
Garrett Wealth Advisory Group
Texas
$5.89K +$5.66K +65 New
ECM
795
EII Capital Management
New York
$5.82K +$952K +10,935 +21%
UB
796
UMB Bank
Missouri
$5.8K +$161K +1,852 +3%
TFO
797
Tarbox Family Office
California
$5K
WCG
798
Weaver Consulting Group
California
$5K
NIC
799
Northwest Investment Counselors
Oregon
$5K +$4.35K +50 New
BFC
800
Bedel Financial Consulting
Indiana
$4K

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.