Welltower
WELL
740 hedge funds and large institutions have $17.2B invested in Welltower in 2018 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 282 increasing their positions, 276 reducing their positions, and 115 closing their positions.
6% more call options, than puts
Call options by funds: $57.6M | Put options by funds: $54.2M
2% more repeat investments, than reductions
Existing positions increased: 282 | Existing positions reduced: 276
1.62% less ownership
Funds ownership: 86.58% → 84.96% (-1.6%)
5% less funds holding
Funds holding: 776 → 740 (-36)
16% less capital invested
Capital invested by funds: $20.4B → $17.2B (-$3.23B)
18% less funds holding in top 10
Funds holding in top 10: 11 → 9 (-2)
25% less first-time investments, than exits
New positions opened: 86 | Existing positions closed: 115
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$140M |
| 2 |
PI
PGGM Investments
Zeist,
Netherlands
|
+$96.8M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$51.7M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$48M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$38.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$195M |
| 2 |
Cohen & Steers
New York
|
-$192M |
| 3 |
Bank of New York Mellon
New York
|
-$132M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$120M |
| 5 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
-$102M |
WELL Hedge Fund Activity: Q1 2018 in Review
740 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q1 2018, worth a combined $17.2B — down 16% from $20.4B a quarter earlier.
Sellers outnumbered buyers: 115 funds closed out of WELL and 86 opened new positions — a net loss of 29 holders — while 276 trimmed existing stakes and 282 added.
The largest buyer was JP Morgan Chase, adding an estimated $140M. The largest seller was Vanguard Group, cutting an estimated $195M.
- 740 institutional investors held Welltower (WELL) as of Q1 2018, down from 776 in Q4 2017.
- Funds reported $17.2B of Welltower stock for Q1 2018, down 16% quarter-over-quarter.
- 86 funds opened new Welltower positions in Q1 2018 and 115 closed out, a net change of -29 holders.
- The largest Welltower buyer in Q1 2018 was JP Morgan Chase, an estimated $140M added.
- The largest Welltower seller in Q1 2018 was Vanguard Group, an estimated $195M sold.
Based on aggregated 13F filings for Q1 2018.