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Welltower

817 hedge funds and large institutions have $33.1B invested in Welltower in 2019 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 307 increasing their positions, 314 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 60

11% more capital invested

Capital invested by funds: $29.9B → $33.1B (+$3.23B)

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

1% more funds holding

Funds holding: 807817 (+10)

0.41% less ownership

Funds ownership: 90.52%90.11% (-0.41%)

2% less repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 314

19% less call options, than puts

Call options by funds: $74.5M | Put options by funds: $91.8M

Holders
817
Holders Change
+10
Holders Change %
+1.24%
% of All Funds
17.92%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.39%
New
76
Increased
307
Reduced
314
Closed
60
Calls
$74.5M
Puts
$91.8M
Net Calls
-$17.2M
Net Calls Change
-$50.6M
Name Holding Trade Value Shares
Change
Change in
Stake
UIC
76
Uniplan Investment Counsel
Wisconsin
$44.1M -$1.97M -22,689 -4%
FMI
77
Factory Mutual Insurance
Massachusetts
$44M
Neuberger Berman Group
78
Neuberger Berman Group
New York
$43.5M -$5.88M -67,583 -12%
WRF
79
Waddell & Reed Financial
Kansas
$43.1M -$9.64M -110,783 -19%
H
80
Hexavest
Quebec, Canada
$42.8M -$1.79M -20,555 -4%
CIM
81
Corda Investment Management
Texas
$42.7M -$636K -7,312 -2%
UBS Group
82
UBS Group
Switzerland
$42.3M -$42.5M -487,978 -51%
Schroder Investment Management Group
83
Schroder Investment Management Group
United Kingdom
$42.2M +$10M +115,135 +33%
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$40.8M -$747K -8,583 -2%
Axa
85
Axa
France
$40.6M -$461K -5,296 -1%
Stifel Financial
86
Stifel Financial
Missouri
$40.4M -$267K -3,069 -0.7%
State of Wisconsin Investment Board
87
State of Wisconsin Investment Board
Wisconsin
$40M -$164K -1,888 -0.4%
VRS
88
Virginia Retirement Systems
Virginia
$38.3M +$496K +5,700 +1%
Robeco Institutional Asset Management
89
Robeco Institutional Asset Management
Netherlands
$38.1M -$3.87M -44,493 -10%
Manulife (Manufacturers Life Insurance)
90
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$36.7M +$2.02M +23,215 +6%
Mitsubishi UFJ Trust & Banking
91
Mitsubishi UFJ Trust & Banking
Japan
$35.7M +$2.71M +31,085 +9%
KBC Group
92
KBC Group
Belgium
$34.7M +$3.33M +38,245 +11%
VAM
93
Veritas Asset Management
United Kingdom
$34.3M -$16.3M -187,500 -33%
MSL
94
Mackay Shields LLC
New York
$34M +$16.9M +193,853 +107%
State of New Jersey Common Pension Fund D
95
State of New Jersey Common Pension Fund D
New Jersey
$33.1M +$18M +206,700 +130%
TD Asset Management
96
TD Asset Management
Ontario, Canada
$32.8M -$3.93M -45,182 -11%
Nomura Asset Management
97
Nomura Asset Management
Japan
$32.3M -$261K -2,997 -0.8%
AQR Capital Management
98
AQR Capital Management
Connecticut
$32.1M -$322K -3,700 -1%
Chevy Chase Trust
99
Chevy Chase Trust
Maryland
$32.1M +$26.8K +308 +0.1%
Franklin Resources
100
Franklin Resources
California
$31.8M +$420K +4,832 +1%

WELL Hedge Fund Activity: Q3 2019 in Review

817 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q3 2019, worth a combined $33.1B — up 11% from $29.9B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new WELL positions and 60 closed out — a net gain of 16 holders — while 307 added to existing stakes and 314 trimmed.

The largest buyer was American Century Companies, adding an estimated $177M. The largest seller was Cohen & Steers, cutting an estimated $176M.

  • 817 institutional investors held Welltower (WELL) as of Q3 2019, up from 807 in Q2 2019.
  • Funds reported $33.1B of Welltower stock for Q3 2019, up 11% quarter-over-quarter.
  • 76 funds opened new Welltower positions in Q3 2019 and 60 closed out, a net change of +16 holders.
  • The largest Welltower buyer in Q3 2019 was American Century Companies, an estimated $177M added.
  • The largest Welltower seller in Q3 2019 was Cohen & Steers, an estimated $176M sold.

Based on aggregated 13F filings for Q3 2019.