We are live on ! Find out more
WELL icon

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
BAM
826
Blueshift Asset Management
New Jersey
-$1.65M -20,205 Closed
ACM
827
Alethea Capital Management
Washington
-$1.03M -12,678 Closed
FRM
828
Fox Run Management
Connecticut
-$556K -6,820 Closed
Qube Research & Technologies (QRT)
829
Qube Research & Technologies (QRT)
United Kingdom
-$506K -6,209 Closed
PI
830
PEAK6 Investments
Illinois
-$501K -5,754 Closed
PP
831
Paloma Partners
Connecticut
-$460K -5,646 Closed
TSS
832
Two Sigma Securities
New York
-$413K -4,748 Closed
Koshinski Asset Management
833
Koshinski Asset Management
Illinois
-$386K -4,732 Closed
ER
834
Enlightenment Research
Florida
-$313K -4,200 Closed
VSWA
835
Vontobel Swiss Wealth Advisors
Switzerland
-$334K -4,100 Closed
PHK
836
Point72 Hong Kong
Hong Kong
-$332K -4,074 Closed
BUB
837
BBVA USA Bancshares
Texas
-$297K -3,647 Closed
OMC
838
Old Mission Capital
Illinois
-$295K -3,618 Closed
Fiera Capital (Canada)
839
Fiera Capital (Canada)
Quebec, Canada
-$281K -3,450 Closed
PPP
840
Private Portfolio Partners
New Jersey
-$233K -2,854 Closed
CIC
841
Cornercap Investment Counsel
Georgia
-$232K -2,845 Closed
GP
842
Girard Partners
Pennsylvania
-$227K -2,795 Closed
VCM
843
Virtue Capital Management
Tennessee
-$226K -2,766 Closed
AIM
844
Axiom Investment Management
New York
-$214K -2,632 Closed
ECM
845
ExodusPoint Capital Management
New York
-$212K -2,600 Closed
KA
846
Kovack Advisors
Florida
-$207K -2,543 Closed
FG
847
Fiduciary Group
Georgia
-$207K -2,537 Closed
HW
848
Hamilton Wealth
California
-$204K -2,500 Closed
CWS
849
Cypress Wealth Services
California
-$203K -2,486 Closed
KCPG
850
Kavar Capital Partners Group
Kansas
-$161K -1,970 Closed

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.