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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
CPO
826
Cerity Partners OCIO
New York
– -$692K -9,970 Closed
MCM
827
Maple Capital Management
Vermont
– -$566K -8,153 Closed
DWM
828
Doyle Wealth Management
Florida
– -$532K -7,666 Closed
EAM
829
Eventide Asset Management
Massachusetts
– -$521K -7,500 Closed
Walleye Trading
830
Walleye Trading
New York
– -$549K -7,315 Closed
MHI
831
Miller Howard Investments
New York
– -$502K -7,235 Closed
BCM
832
BTR Capital Management
California
– -$495K -7,132 Closed
CC
833
Cipher Capital
New York
– -$493K -7,102 Closed
Two Sigma Investments
834
Two Sigma Investments
New York
– -$513K -6,845 Closed
LC
835
Lourd Capital
California
– -$437K -6,293 Closed
9WM
836
9258 Wealth Management
Ohio
– -$386K -5,564 Closed
Teacher Retirement System of Texas
837
Teacher Retirement System of Texas
Texas
– -$353K -5,086 Closed
WWM
838
Western Wealth Management
Colorado
– -$293K -4,231 Closed
WCM
839
Weatherstone Capital Management
Colorado
– -$269K -4,186 Closed
RCA
840
Rowland Carmichael Advisors
Arizona
– -$218K -3,140 Closed
JIC
841
Johnson Investment Counsel
Ohio
– -$216K -3,115 Closed
AWM
842
Alterna Wealth Management
Texas
– -$232K -3,097 Closed
CB
843
Chemical Bank
Michigan
– -$210K -3,024 Closed
ACI
844
Alpha Cubed Investments
California
– -$208K -2,995 Closed
VLKIM
845
Van Lanschot Kempen Investment Management
Netherlands
– -$206K -2,969 Closed
WG
846
Winton Group
United Kingdom
– -$201K -2,894 Closed
JA
847
JOYN Advisors
Georgia
– -$134K -1,925 Closed
RWA
848
River Wealth Advisors
Pennsylvania
– -$115K -1,662 Closed
PVH
849
Psagot Value Holdings
Israel
– -$114K -1,640 Closed
LWM
850
Lenox Wealth Management
Ohio
– -$63K -1,167 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.