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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
NIPH
126
NN Investment Partners Holdings
Netherlands
$17.7M -$2.95M -33,904 -15%
Thrivent Financial for Lutherans
127
Thrivent Financial for Lutherans
Minnesota
$17.3M +$1.15M +13,200 +7%
CAM
128
ClariVest Asset Management
California
$17M -$1.06M -12,142 -6%
VOYA Investment Management
129
VOYA Investment Management
Georgia
$16.9M -$4.96K -57 -0%
SG Americas Securities
130
SG Americas Securities
New York
$16.9M +$4.36M +50,137 +37%
RGREA
131
Ranger Global Real Estate Advisors
Colorado
$16.9M +$16.2M +186,000 New
JCM
132
Janney Capital Management
Pennsylvania
$16.5M -$7.36M -84,617 -32%
Korea Investment Corp
133
Korea Investment Corp
South Korea
$16.2M +$11.1M +127,900 +252%
RPI
134
Railway Pension Investments
United Kingdom
$16.1M +$6.47M +74,397 +72%
Retirement Systems of Alabama
135
Retirement Systems of Alabama
Alabama
$16.1M -$985K -11,315 -6%
BTS
136
BB&T Securities
Virginia
$16.1M -$2.26M -26,027 -13%
SOADOR
137
State of Alaska Department of Revenue
Alaska
$16M -$3.57M -40,974 -19%
Comerica Bank
138
Comerica Bank
Texas
$15.1M +$178K +2,042 +1%
RJFSA
139
Raymond James Financial Services Advisors
Florida
$15M +$636K +7,309 +5%
ProShare Advisors
140
ProShare Advisors
Maryland
$14.8M -$570K -6,553 -4%
FP
141
Foundry Partners
Minnesota
$14.7M -$946K -10,875 -6%
Natixis Advisors
142
Natixis Advisors
Massachusetts
$14.5M +$170K +1,957 +1%
Royal London Asset Management
143
Royal London Asset Management
United Kingdom
$14.4M +$146K +1,682 +1%
First Trust Advisors
144
First Trust Advisors
Illinois
$14.3M -$2.98M -34,244 -18%
DSA
145
Davis Selected Advisers
Arizona
$14.1M +$469K +5,390 +4%
AIG
146
American International Group
New York
$13.9M -$77.4K -890 -0.6%
TCM
147
Tekla Capital Management
Massachusetts
$13.8M
Mitsubishi UFJ Asset Management
148
Mitsubishi UFJ Asset Management
Japan
$13.7M +$359K +4,122 +3%
DDPIC
149
Deroy & Devereaux Private Investment Counsel
Michigan
$13.5M -$7.5M -86,154 -37%
CC
150
Cannell & Co
New York
$13.3M -$344K -3,950 -3%

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.