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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
MPWT
801
MassMutual Private Wealth & Trust
Connecticut
$4K
PWP
802
Personal Wealth Partners
Minnesota
$4K +$1.74K +20 +71%
BAM
803
Barrett Asset Management
New York
$3K
IF
804
Ironwood Financial
Arizona
$3K
Kayne Anderson Rudnick Investment Management
805
Kayne Anderson Rudnick Investment Management
California
$3K
FPFS
806
First Personal Financial Services
North Carolina
$2K
RIA
807
RPG Investment Advisory
California
$2K
TFA
808
Transamerica Financial Advisors
Florida
$2K +$870 +10 +333%
FEM
809
Fulcrum Equity Management
Texas
$2K +$2.18K +25 New
GT
810
Glenmede Trust
Pennsylvania
$1.11K +$12.9K +148 +1%
CAGAS
811
Capital Advisory Group Advisory Services
Minnesota
$1K
RFA
812
Reilly Financial Advisors
California
$1K
WWM
813
Willingdon Wealth Management
North Carolina
$1K +$696 +8 New
BC
814
Barnett & Company
Tennessee
$1K +$1.39K +16 New
SWP
815
Strategic Wealth Partners
Ohio
$89
BC
816
Brookfield Corp
Ontario, Canada
-$169M -2,073,019 Closed
SRAM
817
Stone Ridge Asset Management
New York
-$11.9M -146,000 Closed
TG
818
TCW Group
California
-$8.52M -104,515 Closed
KWILP
819
Kiwi Wealth Investments Limited Partnership
New Zealand
-$7.31M -89,679 Closed
MSV
820
MN Services Vermogensbeheer
Netherlands
-$5.26M -64,559 Closed
Nomura Holdings
821
Nomura Holdings
Japan
-$4.82M -58,949 Closed
DekaBank Deutsche Girozentrale
822
DekaBank Deutsche Girozentrale
Germany
-$4.29M -51,413 Closed
CBOA
823
Commonwealth Bank of Australia
Australia
-$3.19M -39,149 Closed
LCAM
824
London & Capital Asset Management
United Kingdom
-$3.11M -38,123 Closed
UFF
825
USA Financial Formulas
Michigan
-$2.2M -25,250 -100%

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.