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Welltower

805 hedge funds and large institutions have $27.7B invested in Welltower in 2019 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 328 increasing their positions, 274 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more call options, than puts

Call options by funds: $89.9M | Put options by funds: $40M

108% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 53

20% more repeat investments, than reductions

Existing positions increased: 328 | Existing positions reduced: 274

18% more capital invested

Capital invested by funds: $23.5B → $27.7B (+$4.23B)

18% more funds holding in top 10

Funds holding in top 10: 1720 (+3)

6% more funds holding

Funds holding: 757805 (+48)

1.15% less ownership

Funds ownership: 90.42%89.26% (-1.2%)

Holders
805
Holders Change
+48
Holders Change %
+6.34%
% of All Funds
17.42%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.43%
New
110
Increased
328
Reduced
274
Closed
53
Calls
$89.9M
Puts
$40M
Net Calls
+$49.9M
Net Calls Change
+$21.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.91B +$179M +2,385,147 +5%
BlackRock
2
BlackRock
New York
$3.1B +$106M +1,414,802 +4%
State Street
3
State Street
Massachusetts
$1.99B +$279M +3,714,025 +17%
Cohen & Steers
4
Cohen & Steers
New York
$1.98B +$50.3M +670,633 +3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$709M +$27.3M +363,724 +4%
Principal Financial Group
6
Principal Financial Group
Iowa
$677M +$77.5M +1,032,562 +13%
Daiwa Securities Group
7
Daiwa Securities Group
Japan
$558M +$33.5M +446,202 +7%
PI
8
PGGM Investments
Netherlands
$532M -$10.7M -143,000 -2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$528M +$44M +586,361 +9%
Northern Trust
10
Northern Trust
Illinois
$495M +$12.2M +162,050 +3%
Wells Fargo
11
Wells Fargo
California
$492M -$24.6M -327,267 -5%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$442M +$8.36M +111,420 +2%
Invesco
13
Invesco
Georgia
$424M +$31.8M +423,506 +8%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$421M -$25.9M -344,670 -6%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$378M -$15.7M -208,667 -4%
Charles Schwab
16
Charles Schwab
California
$363M +$25.1M +334,537 +8%
CIMLRA
17
CBRE Investment Management Listed Real Assets
Pennsylvania
$360M -$45.4M -604,885 -12%
Bank of America
18
Bank of America
North Carolina
$351M +$25.2M +336,152 +8%
Deutsche Bank
19
Deutsche Bank
Germany
$334M -$39.7M -529,267 -11%
ZP
20
Zimmer Partners
New York
$313M +$303M +4,034,999 New
Norges Bank
21
Norges Bank
Norway
$283M +$5.45M +72,594 +2%
Morgan Stanley
22
Morgan Stanley
New York
$270M +$10.7M +142,674 +4%
Legal & General Group
23
Legal & General Group
United Kingdom
$268M +$35.1M +467,697 +16%
EIP
24
Epoch Investment Partners
New York
$250M -$9.77M -130,182 -4%
American Century Companies
25
American Century Companies
Missouri
$234M +$138M +1,833,933 +155%

WELL Hedge Fund Activity: Q1 2019 in Review

805 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q1 2019, worth a combined $27.7B — up 18% from $23.5B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new WELL positions and 53 closed out — a net gain of 57 holders — while 328 added to existing stakes and 274 trimmed.

The largest buyer was Zimmer Partners, opening a new position worth an estimated $303M. The largest seller was Lasalle Investment Management Securities, cutting an estimated $243M.

  • 805 institutional investors held Welltower (WELL) as of Q1 2019, up from 757 in Q4 2018.
  • Funds reported $27.7B of Welltower stock for Q1 2019, up 18% quarter-over-quarter.
  • 110 funds opened new Welltower positions in Q1 2019 and 53 closed out, a net change of +57 holders.
  • The largest Welltower buyer in Q1 2019 was Zimmer Partners, an estimated $303M added.
  • The largest Welltower seller in Q1 2019 was Lasalle Investment Management Securities, an estimated $243M sold.

Based on aggregated 13F filings for Q1 2019.