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Welltower

757 hedge funds and large institutions have $23.5B invested in Welltower in 2018 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 233 increasing their positions, 308 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 67

53% more call options, than puts

Call options by funds: $82.4M | Put options by funds: $53.7M

42% more funds holding in top 10

Funds holding in top 10: 1217 (+5)

8% more capital invested

Capital invested by funds: $21.6B → $23.5B (+$1.81B)

4% more funds holding

Funds holding: 725757 (+32)

0.01% less ownership

Funds ownership: 90.43%90.42% (-0.01%)

24% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 308

Holders
757
Holders Change
+32
Holders Change %
+4.41%
% of All Funds
16.87%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.38%
New
109
Increased
233
Reduced
308
Closed
67
Calls
$82.4M
Puts
$53.7M
Net Calls
+$28.6M
Net Calls Change
+$22.8M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
76
UBS Group
Switzerland
$36.7M -$16.7M -244,772 -32%
MIS
77
Morningstar Investment Services
Illinois
$36.6M -$2.54M -37,351 -7%
Citigroup
78
Citigroup
New York
$36.2M -$6.4M -94,038 -15%
D.E. Shaw & Co
79
D.E. Shaw & Co
New York
$35.8M +$32.8M +481,619 +1,407%
TIAAOA
80
Teachers Insurance & Annuity Association of America
New York
$35.7M +$2.56M +37,696 +8%
H
81
Hexavest
Quebec, Canada
$35.5M -$15M -221,015 -30%
ACA
82
Anchor Capital Advisors
Massachusetts
$35.5M -$1.93M -28,360 -5%
Nordea Investment Management
83
Nordea Investment Management
Sweden
$35.2M +$30.4M +447,058 +743%
National Pension Service
84
National Pension Service
South Korea
$35M +$1.59M +23,419 +5%
WBC
85
Westpac Banking Corp
Australia
$34.9M -$3.68M -54,126 -10%
CIM
86
Corda Investment Management
Texas
$34.5M -$136K -1,995 -0.4%
ACM
87
Adelante Capital Management
California
$34.1M -$26.8M -394,425 -45%
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$33.4M -$1.33M -19,539 -4%
Canada Life
89
Canada Life
Manitoba, Canada
$32.8M +$2.58M +37,863 +8%
Adage Capital Partners
90
Adage Capital Partners
Massachusetts
$32.2M -$1.02M -15,000 -3%
Neuberger Berman Group
91
Neuberger Berman Group
New York
$32.2M -$2.36M -34,674 -7%
Stifel Financial
92
Stifel Financial
Missouri
$29.3M -$305K -4,489 -1%
TD Asset Management
93
TD Asset Management
Ontario, Canada
$29.1M -$920K -13,528 -3%
Janus Henderson Group
94
Janus Henderson Group
United Kingdom
$28.2M +$16.7M +245,152 +153%
State of Wisconsin Investment Board
95
State of Wisconsin Investment Board
Wisconsin
$28M -$190K -2,790 -0.7%
VRS
96
Virginia Retirement Systems
Virginia
$26.8M +$5.97M +87,800 +29%
Allianz Asset Management
97
Allianz Asset Management
Germany
$26.4M -$128K -1,882 -0.5%
Axa
98
Axa
France
$25.9M -$2.43M -35,665 -9%
Manulife (Manufacturers Life Insurance)
99
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$25.7M -$1.43M -21,063 -5%
BNP Paribas Asset Management
100
BNP Paribas Asset Management
France
$25.4M +$2.83M +41,610 +13%

WELL Hedge Fund Activity: Q4 2018 in Review

757 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q4 2018, worth a combined $23.5B — up 8.4% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new WELL positions and 67 closed out — a net gain of 42 holders — while 233 added to existing stakes and 308 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $148M. The largest seller was Lasalle Investment Management Securities, cutting an estimated $95M.

  • 757 institutional investors held Welltower (WELL) as of Q4 2018, up from 725 in Q3 2018.
  • Funds reported $23.5B of Welltower stock for Q4 2018, up 8.4% quarter-over-quarter.
  • 109 funds opened new Welltower positions in Q4 2018 and 67 closed out, a net change of +42 holders.
  • The largest Welltower buyer in Q4 2018 was Cohen & Steers, an estimated $148M added.
  • The largest Welltower seller in Q4 2018 was Lasalle Investment Management Securities, an estimated $95M sold.

Based on aggregated 13F filings for Q4 2018.