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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
LCP
151
LGT Capital Partners
Switzerland
$10.6M -$5.97M -82,060 -35%
AG
152
Aperio Group
California
$10.6M +$621K +8,541 +6%
Calamos Advisors
153
Calamos Advisors
Illinois
$10.4M +$93.6K +1,287 +0.9%
FAF
154
Första AP-fonden
Sweden
$10.4M +$2.82M +38,800 +36%
RJFSA
155
Raymond James Financial Services Advisors
Florida
$10.4M -$87.8K -1,207 -0.8%
1832 Asset Management
156
1832 Asset Management
Ontario, Canada
$10.3M +$156K +2,139 +1%
AIG
157
American International Group
New York
$10.2M -$953K -13,105 -8%
WJA
158
Williams Jones & Associates
New York
$10.1M +$118K +1,629 +1%
SB
159
Suntrust Banks
Georgia
$10.1M +$249K +3,427 +2%
SI
160
Stephens Inc
Arkansas
$10M +$259K +3,560 +3%
Toronto Dominion Bank
161
Toronto Dominion Bank
Ontario, Canada
$9.83M +$1.15M +15,811 +13%
GCA
162
GSI Capital Advisors
California
$9.78M +$10.1M +139,100 New
Zurich Cantonal Bank
163
Zurich Cantonal Bank
Switzerland
$9.54M +$444K +6,100 +5%
APG Asset Management
164
APG Asset Management
Netherlands
$9.22M +$3.19M +43,900 +50%
PG
165
Pendal Group
Australia
$9.16M +$102K +1,400 +1%
Comerica Bank
166
Comerica Bank
Texas
$8.87M +$377K +5,179 +4%
BSA
167
Braun Stacey Associates
New York
$8.67M -$1.56M -21,425 -15%
ASRS
168
Arizona State Retirement System
Arizona
$8.48M +$69.5K +956 +0.8%
SG Americas Securities
169
SG Americas Securities
New York
$8.47M -$5.17M -71,120 -37%
Nisa Investment Advisors
170
Nisa Investment Advisors
Missouri
$8.4M -$1.05M -14,375 -11%
State of Tennessee, Department of Treasury
171
State of Tennessee, Department of Treasury
Tennessee
$8.34M +$1.34M +18,447 +18%
GIBU
172
Gulf International Bank (UK)
United Kingdom
$8.3M +$407K +5,600 +5%
TCOT
173
Trust Company of Toledo
Ohio
$8.26M -$91.9K -1,264 -1%
HI
174
Honeywell International
North Carolina
$8.04M +$1.81M +24,860 +28%
LTFS
175
Ladenburg Thalmann Financial Services
Florida
$7.93M +$698K +9,595 +9%

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.