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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
FDCDDQ
201
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.59M +$4.79M +54,989 +311%
Rafferty Asset Management
202
Rafferty Asset Management
New York
$6.49M -$420K -4,828 -6%
EP
203
Elkfork Partners
Oregon
$6.46M +$410K +4,708 +7%
MOACM
204
Mutual of America Capital Management
New York
$6.46M +$20.4K +235 +0.3%
FFSOTS
205
Fiduciary Financial Services of The Southwest
Texas
$6.45M +$2.35K +27 +0%
US Bancorp
206
US Bancorp
Minnesota
$6.43M -$309K -3,552 -5%
Public Employees Retirement Association of Colorado
207
Public Employees Retirement Association of Colorado
Colorado
$6.33M +$57.2K +657 +1%
RBA
208
Richard Bernstein Advisors
New York
$6.3M
DCM
209
Dupont Capital Management
Delaware
$6.23M +$1.23M +14,113 +26%
ZIG
210
Zurich Insurance Group
Switzerland
$6.17M -$2.41M -27,689 -29%
GIA
211
Gateway Investment Advisers
Ohio
$6.13M -$1.04M -11,938 -15%
HEIP
212
Hudson Edge Investment Partners
New Jersey
$6.08M -$675K -7,756 -10%
CAM
213
Carret Asset Management
New York
$6.08M -$50K -575 -0.9%
NB
214
Norinchukin Bank
Japan
$5.64M +$20.1K +231 +0.4%
PG
215
Pendal Group
Australia
$5.63M -$252K -2,900 -4%
AMG
216
Advisors Management Group
Wisconsin
$5.56M -$44.6K -512 -0.8%
RA
217
Resource America
New York
$5.44M
AIM
218
Achmea Investment Management
Netherlands
$5.38M
FAF
219
Första AP-fonden
Sweden
$5.38M
Point72 Asset Management
220
Point72 Asset Management
Connecticut
$5.38M -$9.18M -105,503 -64%
NAM
221
North American Management
Massachusetts
$5.35M +$39.7K +456 +0.8%
MCM
222
Maryland Capital Management
Maryland
$5.34M +$202K +2,327 +4%
GCM
223
Garland Capital Management
Washington
$5.27M -$225K -2,587 -4%
MSA
224
Mason Street Advisors
Wisconsin
$5.23M -$1.57K -18 -0%
AB
225
Amalgamated Bank
New York
$5.17M -$103K -1,184 -2%

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.