Welltower
WELL
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.
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: 12 → 17 (+5)
8% more capital invested
Capital invested by funds: $21.6B → $23.5B (+$1.81B)
4% more funds holding
Funds holding: 725 → 757 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$148M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$96.3M |
| 3 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
+$88.5M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
+$49.5M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$46.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LIMS
Lasalle Investment Management Securities
Baltimore,
Maryland
|
-$95M |
| 2 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$75.4M |
| 3 |
Goldman Sachs
New York
|
-$60.9M |
| 4 |
Morgan Stanley
New York
|
-$39.4M |
| 5 |
EIP
Epoch Investment Partners
New York
|
-$37.9M |
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.