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Welltower

805 hedge funds and large institutions have $27.7B invested in Welltower in 2019 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 328 increasing their positions, 274 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more call options, than puts

Call options by funds: $89.9M | Put options by funds: $40M

108% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 53

20% more repeat investments, than reductions

Existing positions increased: 328 | Existing positions reduced: 274

18% more capital invested

Capital invested by funds: $23.5B → $27.7B (+$4.23B)

18% more funds holding in top 10

Funds holding in top 10: 1720 (+3)

6% more funds holding

Funds holding: 757805 (+48)

1.15% less ownership

Funds ownership: 90.42%89.26% (-1.2%)

Holders
805
Holders Change
+48
Holders Change %
+6.34%
% of All Funds
17.42%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.43%
New
110
Increased
328
Reduced
274
Closed
53
Calls
$89.9M
Puts
$40M
Net Calls
+$49.9M
Net Calls Change
+$21.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PS
76
Presima Securities
Quebec, Canada
$43.6M -$4.11M -54,800 -9%
Ohio Public Employees Retirement System (OPERS)
77
Ohio Public Employees Retirement System (OPERS)
Ohio
$42.7M +$16.6K +221 +0%
State Board of Administration of Florida Retirement System
78
State Board of Administration of Florida Retirement System
Florida
$42.7M -$61.5K -820 -0.1%
Citigroup
79
Citigroup
New York
$42.2M +$1.67M +22,316 +4%
H
80
Hexavest
Quebec, Canada
$41.9M +$2.12M +28,264 +6%
WBC
81
Westpac Banking Corp
Australia
$39.3M +$277K +3,689 +0.7%
UIC
82
Uniplan Investment Counsel
Wisconsin
$39.3M -$2.69M -35,890 -7%
MIS
83
Morningstar Investment Services
Illinois
$39.1M -$1.74M -23,257 -4%
CIM
84
Corda Investment Management
Texas
$38.1M -$451K -6,009 -1%
Adage Capital Partners
85
Adage Capital Partners
Massachusetts
$37.5M +$1.49M +19,900 +4%
FMI
86
Factory Mutual Insurance
Massachusetts
$37.1M -$5.56M -74,100 -13%
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$36.5M -$778K -10,375 -2%
National Pension Service
88
National Pension Service
South Korea
$36.4M +$1.25M +16,711 +4%
State of Wisconsin Investment Board
89
State of Wisconsin Investment Board
Wisconsin
$34.9M +$3.43M +45,765 +11%
Robeco Institutional Asset Management
90
Robeco Institutional Asset Management
Netherlands
$34.8M +$28.9M +384,863 +605%
Neuberger Berman Group
91
Neuberger Berman Group
New York
$33.8M -$2.05M -27,274 -6%
Stifel Financial
92
Stifel Financial
Missouri
$33.2M +$395K +5,264 +1%
TD Asset Management
93
TD Asset Management
Ontario, Canada
$32.2M -$340K -4,529 -1%
Axa
94
Axa
France
$31.9M +$2.87M +38,248 +10%
SAM
95
Securian Asset Management
Minnesota
$31M +$5.4M +71,927 +22%
VRS
96
Virginia Retirement Systems
Virginia
$30.6M +$600K +8,000 +2%
Manulife (Manufacturers Life Insurance)
97
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$29.5M +$677K +9,028 +2%
Zurich Cantonal Bank
98
Zurich Cantonal Bank
Switzerland
$28.3M +$4.21M +56,126 +18%
Toronto Dominion Bank
99
Toronto Dominion Bank
Ontario, Canada
$28.1M +$9.22M +122,851 +51%
Franklin Resources
100
Franklin Resources
California
$27.6M +$778K +10,376 +3%

WELL Hedge Fund Activity: Q1 2019 in Review

805 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q1 2019, worth a combined $27.7B — up 18% from $23.5B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new WELL positions and 53 closed out — a net gain of 57 holders — while 328 added to existing stakes and 274 trimmed.

The largest buyer was Zimmer Partners, opening a new position worth an estimated $303M. The largest seller was Lasalle Investment Management Securities, cutting an estimated $243M.

  • 805 institutional investors held Welltower (WELL) as of Q1 2019, up from 757 in Q4 2018.
  • Funds reported $27.7B of Welltower stock for Q1 2019, up 18% quarter-over-quarter.
  • 110 funds opened new Welltower positions in Q1 2019 and 53 closed out, a net change of +57 holders.
  • The largest Welltower buyer in Q1 2019 was Zimmer Partners, an estimated $303M added.
  • The largest Welltower seller in Q1 2019 was Lasalle Investment Management Securities, an estimated $243M sold.

Based on aggregated 13F filings for Q1 2019.