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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
AFA
151
American Financial Advisors
Georgia
$13M -$315K -3,621 -2%
SB
152
Suntrust Banks
Georgia
$12.9M +$36.6K +421 +0.3%
HRES
153
Heitman Real Estate Securities
Illinois
$12.9M -$992K -11,404 -7%
BCP
154
Blue Chip Partners
Michigan
$12.6M +$236K +2,714 +2%
ASRS
155
Arizona State Retirement System
Arizona
$12.4M -$2.26K -26 -0%
SCM
156
Sterling Capital Management
North Carolina
$12M -$1.48M -17,046 -11%
LTFS
157
Ladenburg Thalmann Financial Services
Florida
$11.8M -$1.69M -19,373 -13%
FAM
158
Fred Alger Management
New York
$11.6M +$2.3M +26,485 +26%
Commonwealth Equity Services
159
Commonwealth Equity Services
Massachusetts
$11.5M +$146K +1,678 +1%
TU
160
TDAM USA
Ontario, Canada
$10.6M -$3.76M -43,159 -27%
Treasurer of the State of North Carolina
161
Treasurer of the State of North Carolina
North Carolina
$10.5M -$8.85M -101,724 -47%
FAF
162
Fjarde Ap-fonden
Sweden
$10.3M -$148K -1,700 -1%
MIM
163
MetLife Investment Management
New Jersey
$10M -$116K -1,335 -1%
GHCM
164
Glen Harbor Capital Management
California
$9.99M +$633K +7,276 +7%
ORIO
165
Old Republic International (ORI)
Illinois
$9.52M
URS
166
Utah Retirement Systems
Utah
$9.48M +$52.2K +600 +0.6%
CIBC Asset Management
167
CIBC Asset Management
Ontario, Canada
$9.39M +$48.5K +557 +0.5%
SI
168
Stephens Inc
Arkansas
$9.32M -$1.17M -13,429 -12%
State of Tennessee, Department of Treasury
169
State of Tennessee, Department of Treasury
Tennessee
$9.12M +$632K +7,260 +8%
GIBU
170
Gulf International Bank (UK)
United Kingdom
$9.01M +$935K +10,741 +12%
Public Sector Pension Investment Board (PSP Investments)
171
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$9M +$2.22M +25,526 +35%
BSA
172
Braun Stacey Associates
New York
$8.94M +$8.58M +98,595 New
VanEck Associates
173
VanEck Associates
New York
$8.88M +$513K +5,900 +6%
OPERF
174
Oregon Public Employees Retirement Fund
Oregon
$8.84M +$37.7K +433 +0.4%
SOMRS
175
State of Michigan Retirement System
Michigan
$8.83M +$43.5K +500 +0.5%

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.