We are live on ! Find out more
WELL icon

Welltower

712 hedge funds and large institutions have $22.6B invested in Welltower in 2017 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 304 increasing their positions, 251 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more call options, than puts

Call options by funds: $91M | Put options by funds: $70.2M

21% more repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 251

9% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 45

0.2% less ownership

Funds ownership: 87.36%87.16% (-0.2%)

1% less funds holding

Funds holding: 716712 (-4)

6% less capital invested

Capital invested by funds: $23.9B → $22.6B (-$1.34B)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

Holders
712
Holders Change
-4
Holders Change %
-0.56%
% of All Funds
17.75%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.35%
New
49
Increased
304
Reduced
251
Closed
45
Calls
$91M
Puts
$70.2M
Net Calls
+$20.8M
Net Calls Change
-$37.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Nova Scotia
126
Bank of Nova Scotia
Ontario, Canada
$15.7M +$3.75M +51,578 +30%
OAM
127
Oppenheimer Asset Management
New York
$15.3M -$112K -1,543 -0.7%
TU
128
TDAM USA
Ontario, Canada
$14.7M -$549K -7,555 -3%
GFPC
129
Global Financial Private Capital
Florida
$14.6M +$965K +13,272 +7%
Baird Financial Group
130
Baird Financial Group
Wisconsin
$14.2M -$115K -1,580 -0.8%
VOYA Investment Management
131
VOYA Investment Management
Georgia
$14.1M -$39.6K -544 -0.3%
First Trust Advisors
132
First Trust Advisors
Illinois
$14M +$4.73M +65,072 +49%
Korea Investment Corp
133
Korea Investment Corp
South Korea
$13.9M -$50.9K -700 -0.4%
BCIM
134
British Columbia Investment Management
British Columbia, Canada
$13.7M +$418K +5,753 +3%
PAMU
135
Pictet Asset Management (UK)
United Kingdom
$13.7M -$320K -4,400 -2%
MLICM
136
Metropolitan Life Insurance Company (MetLife)
New York
$13.6M -$105K -1,450 -0.7%
SCM
137
Stevens Capital Management
Pennsylvania
$13.3M +$13.7M +188,932 New
DDPIC
138
Deroy & Devereaux Private Investment Counsel
Michigan
$13.2M -$7.05K -97 -0.1%
KWILP
139
Kiwi Wealth Investments Limited Partnership
New Zealand
$13.1M +$1.61M +22,104 +13%
Teacher Retirement System of Texas
140
Teacher Retirement System of Texas
Texas
$13.1M +$409K +5,621 +3%
Retirement Systems of Alabama
141
Retirement Systems of Alabama
Alabama
$12.6M +$104K +1,425 +0.8%
Citadel Advisors
142
Citadel Advisors
Florida
$12.5M +$3.61M +49,615 +39%
SMDAM
143
Sumitomo Mitsui DS Asset Management
Japan
$12.4M +$238K +3,273 +2%
Allianz Asset Management
144
Allianz Asset Management
Germany
$12.1M -$1.89M -26,037 -13%
DPIM
145
Duff & Phelps Investment Management
Illinois
$11.4M -$1.69M -23,200 -12%
Envestnet Asset Management
146
Envestnet Asset Management
Illinois
$11.4M -$1.12M -15,432 -9%
DP
147
Dearborn Partners
Illinois
$11.2M +$43.3K +596 +0.4%
Thrivent Financial for Lutherans
148
Thrivent Financial for Lutherans
Minnesota
$11M -$13.8K -190 -0.1%
ProShare Advisors
149
ProShare Advisors
Maryland
$10.7M -$487K -6,696 -4%
VLKIM
150
Van Lanschot Kempen Investment Management
Netherlands
$10.7M +$1.22M +16,724 +12%

WELL Hedge Fund Activity: Q3 2017 in Review

712 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q3 2017, worth a combined $22.6B — down 5.6% from $23.9B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new WELL positions and 45 closed out — a net gain of 4 holders — while 304 added to existing stakes and 251 trimmed.

The largest buyer was PGGM Investments, adding an estimated $184M. The largest seller was Invesco, cutting an estimated $144M.

  • 712 institutional investors held Welltower (WELL) as of Q3 2017, down from 716 in Q2 2017.
  • Funds reported $22.6B of Welltower stock for Q3 2017, down 5.6% quarter-over-quarter.
  • 49 funds opened new Welltower positions in Q3 2017 and 45 closed out, a net change of +4 holders.
  • The largest Welltower buyer in Q3 2017 was PGGM Investments, an estimated $184M added.
  • The largest Welltower seller in Q3 2017 was Invesco, an estimated $144M sold.

Based on aggregated 13F filings for Q3 2017.