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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
TFA
801
Transamerica Financial Advisors
Florida
$2K -$375 -5 -28%
PWM
802
PRW Wealth Management
Massachusetts
$2K – – –
RIA
803
RPG Investment Advisory
California
$2K – – –
RFA
804
Reilly Financial Advisors
California
$2K +$1.57K +21 +210%
Capstone Investment Advisors
805
Capstone Investment Advisors
New York
$1K -$1.88K -25 -61%
CAGAS
806
Capital Advisory Group Advisory Services
Minnesota
$1K – – –
CIM
807
Centersquare Investment Management
Pennsylvania
$1K +$375 +5 +71%
GT
808
Glenmede Trust
Pennsylvania
$956 +$14.3K +190 +2%
Koshinski Asset Management
809
Koshinski Asset Management
Illinois
$498 +$152K +2,030 +46%
OAC
810
OMERS Administration Corp
Ontario, Canada
– -$41.7M -601,339 Closed
ACA
811
Anchor Capital Advisors
Massachusetts
– -$35.5M -511,412 Closed
ACM
812
Adelante Capital Management
California
– -$34.1M -491,553 Closed
WMSA
813
Weiss Multi-Strategy Advisers
New York
– -$15.6M -225,000 Closed
DCM
814
Driehaus Capital Management
Illinois
– -$5.81M -83,681 Closed
N
815
Natixis
France
– -$5.51M -79,363 Closed
MCP
816
Martin Capital Partners
Oregon
– -$2.81M -40,422 Closed
Lord, Abbett & Co
817
Lord, Abbett & Co
New Jersey
– -$1.5M -21,600 Closed
GF
818
Gabelli Funds
New York
– -$1.39M -20,000 Closed
AI
819
Atria Investments
North Carolina
– -$985K -14,188 Closed
CA
820
Cetera Advisors
Colorado
– -$936K -13,419 Closed
RA
821
RFG Advisory
Alabama
– -$846K -12,183 Closed
QIM
822
Quantitative Investment Management
Virginia
– -$832K -12,000 Closed
EWA
823
EP Wealth Advisors
California
– -$780K -11,240 Closed
APFBOT
824
Amica Pension Fund Board of Trustees
Rhode Island
– -$753K -10,846 Closed
FC
825
Forte Capital
New York
– -$736K -10,617 Closed
31 32
33
34 35

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.