Welltower
WELL
726 hedge funds and large institutions have $19.8B invested in Welltower in 2018 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 247 increasing their positions, 294 reducing their positions, and 82 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 9 → 12 (+3)
32% more call options, than puts
Call options by funds: $73.1M | Put options by funds: $55.2M
15% more capital invested
Capital invested by funds: $17.2B → $19.8B (+$2.61B)
1.18% more ownership
Funds ownership: 84.95% → 86.14% (+1.2%)
2% less funds holding
Funds holding: 739 → 726 (-13)
11% less first-time investments, than exits
New positions opened: 73 | Existing positions closed: 82
16% less repeat investments, than reductions
Existing positions increased: 247 | Existing positions reduced: 294
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$462M |
| 2 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
+$164M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$147M |
| 4 |
Daiwa Securities Group
Tokyo,
Japan
|
+$102M |
| 5 |
Russell Investments Group
London,
United Kingdom
|
+$69.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$161M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$117M |
| 3 |
Morgan Stanley
New York
|
-$67.3M |
| 4 |
Goldman Sachs
New York
|
-$66.9M |
| 5 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
-$55M |
WELL Hedge Fund Activity: Q2 2018 in Review
726 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q2 2018, worth a combined $19.8B — up 15% from $17.2B a quarter earlier.
Sellers outnumbered buyers: 82 funds closed out of WELL and 73 opened new positions — a net loss of 9 holders — while 294 trimmed existing stakes and 247 added.
The largest buyer was Cohen & Steers, adding an estimated $462M. The largest seller was Vanguard Group, cutting an estimated $161M.
- 726 institutional investors held Welltower (WELL) as of Q2 2018, down from 739 in Q1 2018.
- Funds reported $19.8B of Welltower stock for Q2 2018, up 15% quarter-over-quarter.
- 73 funds opened new Welltower positions in Q2 2018 and 82 closed out, a net change of -9 holders.
- The largest Welltower buyer in Q2 2018 was Cohen & Steers, an estimated $462M added.
- The largest Welltower seller in Q2 2018 was Vanguard Group, an estimated $161M sold.
Based on aggregated 13F filings for Q2 2018.