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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
IWA
851
IBEX Wealth Advisors
New Jersey
-$109K -1,337 Closed
PRC
852
Pearl River Capital
Michigan
-$83K -1,016 Closed
MCM
853
Manchester Capital Management
Vermont
-$82K -1,000 Closed
DWM
854
Doyle Wealth Management
Florida
-$68K -840 Closed
DSC
855
Duncker Streett & Co
Missouri
-$48K -591 Closed
Parallax Volatility Advisers
856
Parallax Volatility Advisers
California
-$48K -590 Closed
SMFS
857
Squar Milner Financial Services
California
-$29K -354 Closed
KPCM
858
Kings Point Capital Management
New York
-$28K -349 Closed
ESB
859
Essex Savings Bank
Connecticut
-$27K -337 Closed
PCP
860
Proficio Capital Partners
Massachusetts
-$24K -293 Closed
SFG
861
SevenBridge Financial Group
Pennsylvania
-$20K -250 Closed
TNBTD
862
Trustmark National Bank Trust Department
Mississippi
-$20K -248 Closed
PCMK
863
Paragon Capital Management (Kansas)
Kansas
-$12K -150 Closed
TPWA
864
TRUE Private Wealth Advisors
Oregon
-$12K -150 Closed
AC
865
Avestar Capital
New York
-$9K -138 Closed
CWA
866
Clarus Wealth Advisors
Arizona
-$11K -129 Closed
EWM
867
Executive Wealth Management
Michigan
-$9K -110 Closed
Walleye Trading
868
Walleye Trading
New York
-$8.01K -92 Closed
BWM
869
Baystate Wealth Management
Massachusetts
-$7K -81 Closed
CQS
870
Credential Qtrade Securities
-$6.03K -74 Closed
TA
871
TCG Advisors
Texas
-$5K -63 Closed
AIM
872
Advantage Investment Management
Iowa
-$5K -58 Closed
HS
873
Horan Securities
United States
-$4K -45 Closed
EWA
874
Evolution Wealth Advisors
Florida
-$2K -30 Closed
Capstone Investment Advisors
875
Capstone Investment Advisors
New York
-$696 -8 -80%

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.