Welltower
WELL
807 hedge funds and large institutions have $29.9B invested in Welltower in 2019 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 332 increasing their positions, 279 reducing their positions, and 68 closing their positions.
57% more call options, than puts
Call options by funds: $91.4M | Put options by funds: $58.1M
19% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 68
19% more repeat investments, than reductions
Existing positions increased: 332 | Existing positions reduced: 279
8% more capital invested
Capital invested by funds: $27.7B → $29.9B (+$2.2B)
1.21% more ownership
Funds ownership: 89.32% → 90.53% (+1.2%)
0% more funds holding
Funds holding: 806 → 807 (+1)
15% less funds holding in top 10
Funds holding in top 10: 20 → 17 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nuveen
Charlotte,
North Carolina
|
+$291M |
| 2 |
State Street
Boston,
Massachusetts
|
+$221M |
| 3 |
LIMS
Lasalle Investment Management Securities
Baltimore,
Maryland
|
+$185M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$123M |
| 5 |
BlackRock
New York
|
+$100M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZP
Zimmer Partners
New York
|
-$130M |
| 2 |
Renaissance Technologies
New York
|
-$115M |
| 3 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
-$110M |
| 4 |
HRES
Heitman Real Estate Securities
Chicago,
Illinois
|
-$88M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$55.6M |
WELL Hedge Fund Activity: Q2 2019 in Review
807 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q2 2019, worth a combined $29.9B — up 7.9% from $27.7B a quarter earlier.
Buyers outnumbered sellers: 81 funds opened new WELL positions and 68 closed out — a net gain of 13 holders — while 332 added to existing stakes and 279 trimmed.
The largest buyer was Nuveen, adding an estimated $291M. The largest seller was Zimmer Partners, cutting an estimated $130M.
- 807 institutional investors held Welltower (WELL) as of Q2 2019, up from 806 in Q1 2019.
- Funds reported $29.9B of Welltower stock for Q2 2019, up 7.9% quarter-over-quarter.
- 81 funds opened new Welltower positions in Q2 2019 and 68 closed out, a net change of +13 holders.
- The largest Welltower buyer in Q2 2019 was Nuveen, an estimated $291M added.
- The largest Welltower seller in Q2 2019 was Zimmer Partners, an estimated $130M sold.
Based on aggregated 13F filings for Q2 2019.