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Welltower

757 hedge funds and large institutions have $23.5B invested in Welltower in 2018 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 233 increasing their positions, 308 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 67

53% more call options, than puts

Call options by funds: $82.4M | Put options by funds: $53.7M

42% more funds holding in top 10

Funds holding in top 10: 1217 (+5)

8% more capital invested

Capital invested by funds: $21.6B → $23.5B (+$1.81B)

4% more funds holding

Funds holding: 725757 (+32)

0.01% less ownership

Funds ownership: 90.43%90.42% (-0.01%)

24% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 308

Holders
757
Holders Change
+32
Holders Change %
+4.41%
% of All Funds
16.87%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.38%
New
109
Increased
233
Reduced
308
Closed
67
Calls
$82.4M
Puts
$53.7M
Net Calls
+$28.6M
Net Calls Change
+$22.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.33B +$10.1M +148,992 +0.3%
BlackRock
2
BlackRock
New York
$2.67B +$15.8M +232,543 +0.6%
Cohen & Steers
3
Cohen & Steers
New York
$1.73B +$148M +2,173,416 +10%
State Street
4
State Street
Massachusetts
$1.52B +$31M +456,185 +2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$609M +$96.3M +1,416,074 +19%
Principal Financial Group
6
Principal Financial Group
Iowa
$534M +$11.1M +162,623 +2%
PI
7
PGGM Investments
Netherlands
$485M
Daiwa Securities Group
8
Daiwa Securities Group
Japan
$468M +$32.1M +471,465 +8%
Wells Fargo
9
Wells Fargo
California
$463M -$13.5M -198,644 -3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$432M +$46.2M +679,707 +12%
Northern Trust
11
Northern Trust
Illinois
$432M +$18.4M +270,817 +5%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$400M -$36.6M -537,731 -9%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$388M +$1.19M +17,550 +0.3%
CIMLRA
14
CBRE Investment Management Listed Real Assets
Pennsylvania
$364M +$88.5M +1,300,461 +33%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$353M -$13.5M -199,143 -4%
Invesco
16
Invesco
Georgia
$350M +$8.86M +130,213 +3%
Deutsche Bank
17
Deutsche Bank
Germany
$336M -$31M -456,102 -9%
Charles Schwab
18
Charles Schwab
California
$301M +$10.7M +156,708 +4%
Bank of America
19
Bank of America
North Carolina
$291M +$8.35M +122,760 +3%
Norges Bank
20
Norges Bank
Norway
$249M +$22.4M +328,509 +10%
LIMS
21
Lasalle Investment Management Securities
Maryland
$238M -$95M -1,397,064 -29%
EIP
22
Epoch Investment Partners
New York
$233M -$37.9M -556,529 -14%
Morgan Stanley
23
Morgan Stanley
New York
$231M -$39.4M -578,945 -15%
Legal & General Group
24
Legal & General Group
United Kingdom
$207M +$6.48M +95,225 +3%
Renaissance Technologies
25
Renaissance Technologies
New York
$204M +$43.8M +643,322 +28%

WELL Hedge Fund Activity: Q4 2018 in Review

757 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q4 2018, worth a combined $23.5B — up 8.4% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new WELL positions and 67 closed out — a net gain of 42 holders — while 233 added to existing stakes and 308 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $148M. The largest seller was Lasalle Investment Management Securities, cutting an estimated $95M.

  • 757 institutional investors held Welltower (WELL) as of Q4 2018, up from 725 in Q3 2018.
  • Funds reported $23.5B of Welltower stock for Q4 2018, up 8.4% quarter-over-quarter.
  • 109 funds opened new Welltower positions in Q4 2018 and 67 closed out, a net change of +42 holders.
  • The largest Welltower buyer in Q4 2018 was Cohen & Steers, an estimated $148M added.
  • The largest Welltower seller in Q4 2018 was Lasalle Investment Management Securities, an estimated $95M sold.

Based on aggregated 13F filings for Q4 2018.