Welltower
WELL
594 hedge funds and large institutions have $21B invested in Welltower in 2015 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 235 increasing their positions, 216 reducing their positions, and 85 closing their positions.
217% more call options, than puts
Call options by funds: $97.9M | Put options by funds: $30.9M
19% more funds holding in top 10
Funds holding in top 10: 21 → 25 (+4)
9% more repeat investments, than reductions
Existing positions increased: 235 | Existing positions reduced: 216
1% less capital invested
Capital invested by funds: $21.1B → $21B (-$135M)
4% less funds holding
Funds holding: 616 → 594 (-22)
3.67% less ownership
Funds ownership: 91.8% → 88.13% (-3.7%)
20% less first-time investments, than exits
New positions opened: 68 | Existing positions closed: 85
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HRES
Heitman Real Estate Securities
Chicago,
Illinois
|
+$220M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$167M |
| 3 |
LIMS
Lasalle Investment Management Securities
Baltimore,
Maryland
|
+$53.1M |
| 4 |
OAC
OMERS Administration Corp
Toronto,
Ontario, Canada
|
+$44.2M |
| 5 |
Nuveen
Charlotte,
North Carolina
|
+$42.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$423M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$187M |
| 3 |
Cohen & Steers
New York
|
-$134M |
| 4 |
SAMC
Shinko Asset Management Company
Tokyo,
Japan
|
-$71.8M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$69.9M |
WELL Hedge Fund Activity: Q3 2015 in Review
594 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q3 2015, worth a combined $21B — down 0.64% from $21.1B a quarter earlier.
Sellers outnumbered buyers: 85 funds closed out of WELL and 68 opened new positions — a net loss of 17 holders — while 216 trimmed existing stakes and 235 added.
The largest buyer was Heitman Real Estate Securities, opening a new position worth an estimated $220M. The largest seller was Deutsche Bank, cutting an estimated $423M.
- 594 institutional investors held Welltower (WELL) as of Q3 2015, down from 616 in Q2 2015.
- Funds reported $21B of Welltower stock for Q3 2015, down 0.64% quarter-over-quarter.
- 68 funds opened new Welltower positions in Q3 2015 and 85 closed out, a net change of -17 holders.
- The largest Welltower buyer in Q3 2015 was Heitman Real Estate Securities, an estimated $220M added.
- The largest Welltower seller in Q3 2015 was Deutsche Bank, an estimated $423M sold.
Based on aggregated 13F filings for Q3 2015.