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Welltower
WELL

776 hedge funds and large institutions have $20.4B invested in Welltower in 2017 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 274 increasing their positions, 280 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 52

9% more funds holding

Funds holding: 712 → 776 (+64)

0.58% less ownership

Funds ownership: 87.16% → 86.58% (-0.58%)

2% less repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 280

6% less call options, than puts

Call options by funds: $73.4M | Put options by funds: $78.4M

10% less capital invested

Capital invested by funds: $22.6B → $20.4B (-$2.16B)

21% less funds holding in top 10

Funds holding in top 10: 14 → 11 (-3)

Holders
776
Holders Change
+64
Holders Change %
+8.99%
% of All Funds
17.6%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.25%
New
119
Increased
274
Reduced
280
Closed
52
Calls
$73.4M
Puts
$78.4M
Net Calls
-$5.05M
Net Calls Change
-$25.9M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$110M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$76M
3
Wells Fargo
Wells Fargo
California
+$72.7M
4
Invesco
Invesco
Georgia
+$68.5M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$61.1M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$265M
2
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$209M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$146M
4
Bank of America
Bank of America
North Carolina
-$78.6M
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$48.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
SO
76
STRS Ohio
Ohio
$39.8M +$3.55M +52,841 +9%
USAA
77
United Services Automobile Association
Texas
$38.6M +$364K +5,422 +0.9%
AQR Capital Management
78
AQR Capital Management
Connecticut
$38.1M +$2.89M +43,023 +8%
American Century Companies
79
American Century Companies
Missouri
$37.4M -$7.31M -108,859 -16%
Ohio Public Employees Retirement System (OPERS)
80
Ohio Public Employees Retirement System (OPERS)
Ohio
$37.3M +$620K +9,241 +2%
PS
81
Presima Securities
Quebec, Canada
$36.4M +$1.57M +23,400 +4%
UBS Group
82
UBS Group
Switzerland
$36.2M +$1.58M +23,532 +4%
PP
83
Prudential plc
United Kingdom
$35M – – –
FMI
84
Factory Mutual Insurance
Massachusetts
$34.9M – – –
TD Asset Management
85
TD Asset Management
Ontario, Canada
$34.7M -$174K -2,599 -0.5%
State Board of Administration of Florida Retirement System
86
State Board of Administration of Florida Retirement System
Florida
$34.1M -$1.19M -17,661 -3%
Neuberger Berman Group
87
Neuberger Berman Group
New York
$33.7M -$530K -7,894 -1%
Adage Capital Partners
88
Adage Capital Partners
Massachusetts
$33.6M +$47K +700 +0.1%
Canada Pension Plan Investment Board
89
Canada Pension Plan Investment Board
Ontario, Canada
$32.7M – – –
WBC
90
Westpac Banking Corp
Australia
$32M -$2.1M -31,303 -6%
Canada Life
91
Canada Life
Manitoba, Canada
$31.3M +$814K +12,124 +3%
SAM
92
Securian Asset Management
Minnesota
$30.3M -$633K -9,425 -2%
State of Wisconsin Investment Board
93
State of Wisconsin Investment Board
Wisconsin
$30M +$184K +2,742 +0.6%
Wellington Management Group
94
Wellington Management Group
Massachusetts
$29.7M +$30.4M +452,420 +3,548%
Allianz Asset Management
95
Allianz Asset Management
Germany
$29.6M +$19.6M +291,902 +169%
Citigroup
96
Citigroup
New York
$27.1M -$3.22M -47,908 -10%
Millennium Management
97
Millennium Management
New York
$26.5M +$27.9M +415,694 New
Franklin Resources
98
Franklin Resources
California
$26.3M -$1.42M -21,150 -5%
Aviva
99
Aviva
United Kingdom
$25.9M +$11.6M +172,555 +74%
TIAAOA
100
Teachers Insurance & Annuity Association of America
New York
$25.6M +$2.39M +35,573 +10%
2 3
4
5 6

WELL Hedge Fund Activity: Q4 2017 in Review

776 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q4 2017, worth a combined $20.4B — down 9.5% from $22.6B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new WELL positions and 52 closed out — a net gain of 67 holders — while 274 added to existing stakes and 280 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $110M. The largest seller was Deutsche Bank, cutting an estimated $265M.

  • 776 institutional investors held Welltower (WELL) as of Q4 2017, up from 712 in Q3 2017.
  • Funds reported $20.4B of Welltower stock for Q4 2017, down 9.5% quarter-over-quarter.
  • 119 funds opened new Welltower positions in Q4 2017 and 52 closed out, a net change of +67 holders.
  • The largest Welltower buyer in Q4 2017 was Cohen & Steers, an estimated $110M added.
  • The largest Welltower seller in Q4 2017 was Deutsche Bank, an estimated $265M sold.

Based on aggregated 13F filings for Q4 2017.