Welltower
WELL
716 hedge funds and large institutions have $23.9B invested in Welltower in 2017 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 268 increasing their positions, 260 reducing their positions, and 54 closing their positions.
74% more call options, than puts
Call options by funds: $138M | Put options by funds: $79.7M
23% more funds holding in top 10
Funds holding in top 10: 13 → 16 (+3)
22% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 54
6% more capital invested
Capital invested by funds: $22.6B → $23.9B (+$1.39B)
3% more repeat investments, than reductions
Existing positions increased: 268 | Existing positions reduced: 260
1% more funds holding
Funds holding: 711 → 716 (+5)
0.36% less ownership
Funds ownership: 87.72% → 87.36% (-0.36%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$125M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$77.3M |
| 3 |
AIM
abrdn Investment Management
Edinburgh,
United Kingdom
|
+$76.3M |
| 4 |
BlackRock
New York
|
+$73.6M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$61.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LIMS
Lasalle Investment Management Securities
Baltimore,
Maryland
|
-$145M |
| 2 |
Morgan Stanley
New York
|
-$133M |
| 3 |
O
OppenheimerFunds
New York
|
-$64.4M |
| 4 |
EIP
Epoch Investment Partners
New York
|
-$29.4M |
| 5 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$26.3M |
WELL Hedge Fund Activity: Q2 2017 in Review
716 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q2 2017, worth a combined $23.9B — up 6.2% from $22.6B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new WELL positions and 54 closed out — a net gain of 12 holders — while 268 added to existing stakes and 260 trimmed.
The largest buyer was Wells Fargo, adding an estimated $125M. The largest seller was Lasalle Investment Management Securities, cutting an estimated $145M.
- 716 institutional investors held Welltower (WELL) as of Q2 2017, up from 711 in Q1 2017.
- Funds reported $23.9B of Welltower stock for Q2 2017, up 6.2% quarter-over-quarter.
- 66 funds opened new Welltower positions in Q2 2017 and 54 closed out, a net change of +12 holders.
- The largest Welltower buyer in Q2 2017 was Wells Fargo, an estimated $125M added.
- The largest Welltower seller in Q2 2017 was Lasalle Investment Management Securities, an estimated $145M sold.
Based on aggregated 13F filings for Q2 2017.