Welltower
WELL
713 hedge funds and large institutions have $22.7B invested in Welltower in 2017 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 305 increasing their positions, 251 reducing their positions, and 44 closing their positions.
31% more call options, than puts
Call options by funds: $92M | Put options by funds: $70.4M
22% more repeat investments, than reductions
Existing positions increased: 305 | Existing positions reduced: 251
11% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 44
0.31% more ownership
Funds ownership: 87.36% → 87.67% (+0.31%)
0% less funds holding
Funds holding: 716 → 713 (-3)
5% less capital invested
Capital invested by funds: $23.9B → $22.7B (-$1.21B)
13% less funds holding in top 10
Funds holding in top 10: 16 → 14 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
PGGM Investments
Zeist,
Netherlands
|
+$184M |
| 2 |
Cohen & Steers
New York
|
+$130M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$74M |
| 4 |
NIPH
NN Investment Partners Holdings
The Hague,
Netherlands
|
+$64M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$60.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$144M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
-$110M |
| 3 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
-$99.1M |
| 4 |
LIMS
Lasalle Investment Management Securities
Baltimore,
Maryland
|
-$65.2M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$49.2M |
WELL Hedge Fund Activity: Q3 2017 in Review
713 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q3 2017, worth a combined $22.7B — down 5% from $23.9B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new WELL positions and 44 closed out — a net gain of 5 holders — while 305 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.
- 713 institutional investors held Welltower (WELL) as of Q3 2017, down from 716 in Q2 2017.
- Funds reported $22.7B of Welltower stock for Q3 2017, down 5% quarter-over-quarter.
- 49 funds opened new Welltower positions in Q3 2017 and 44 closed out, a net change of +5 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.