Welltower
WELL
725 hedge funds and large institutions have $21.6B invested in Welltower in 2018 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 237 increasing their positions, 312 reducing their positions, and 62 closing their positions.
13% more call options, than puts
Call options by funds: $50.5M | Put options by funds: $44.7M
9% more capital invested
Capital invested by funds: $19.8B → $21.6B (+$1.82B)
4.29% more ownership
Funds ownership: 86.14% → 90.43% (+4.3%)
8% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 62
0% more funds holding in top 10
Funds holding in top 10: 12 → 12 (0)
0% less funds holding
Funds holding: 726 → 725 (-1)
24% less repeat investments, than reductions
Existing positions increased: 237 | Existing positions reduced: 312
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$929M |
| 2 |
Daiwa Securities Group
Tokyo,
Japan
|
+$281M |
| 3 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
+$254M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
+$63.4M |
| 5 |
BlackRock
New York
|
+$60.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$102M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$99.5M |
| 3 |
JP Morgan Chase
New York
|
-$98.8M |
| 4 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$61.8M |
| 5 |
OAC
OMERS Administration Corp
Toronto,
Ontario, Canada
|
-$42.8M |
WELL Hedge Fund Activity: Q3 2018 in Review
725 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q3 2018, worth a combined $21.6B — up 9.2% from $19.8B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new WELL positions and 62 closed out — a net gain of 5 holders — while 237 added to existing stakes and 312 trimmed.
The largest buyer was Cohen & Steers, adding an estimated $929M. The largest seller was Invesco, cutting an estimated $102M.
- 725 institutional investors held Welltower (WELL) as of Q3 2018, down from 726 in Q2 2018.
- Funds reported $21.6B of Welltower stock for Q3 2018, up 9.2% quarter-over-quarter.
- 67 funds opened new Welltower positions in Q3 2018 and 62 closed out, a net change of +5 holders.
- The largest Welltower buyer in Q3 2018 was Cohen & Steers, an estimated $929M added.
- The largest Welltower seller in Q3 2018 was Invesco, an estimated $102M sold.
Based on aggregated 13F filings for Q3 2018.