We are live on ! Find out more
WELL icon

Welltower

817 hedge funds and large institutions have $33.1B invested in Welltower in 2019 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 307 increasing their positions, 314 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 60

11% more capital invested

Capital invested by funds: $29.9B → $33.1B (+$3.23B)

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

1% more funds holding

Funds holding: 807817 (+10)

0.41% less ownership

Funds ownership: 90.52%90.11% (-0.41%)

2% less repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 314

19% less call options, than puts

Call options by funds: $74.5M | Put options by funds: $91.8M

Holders
817
Holders Change
+10
Holders Change %
+1.24%
% of All Funds
17.92%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.39%
New
76
Increased
307
Reduced
314
Closed
60
Calls
$74.5M
Puts
$91.8M
Net Calls
-$17.2M
Net Calls Change
-$50.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.83B +$124M +1,426,299 +3%
BlackRock
2
BlackRock
New York
$3.71B -$20.5M -235,511 -0.6%
State Street
3
State Street
Massachusetts
$2.62B +$46.4M +532,774 +2%
Cohen & Steers
4
Cohen & Steers
New York
$2.18B -$176M -2,027,569 -8%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$897M +$27.6M +316,755 +3%
Principal Financial Group
6
Principal Financial Group
Iowa
$799M -$18.8M -215,494 -2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$704M +$16.4M +188,246 +2%
Northern Trust
8
Northern Trust
Illinois
$657M +$23.1M +265,755 +4%
Daiwa Securities Group
9
Daiwa Securities Group
Japan
$622M -$32.4M -371,915 -5%
PI
10
PGGM Investments
Netherlands
$621M
Wells Fargo
11
Wells Fargo
California
$562M -$12M -138,467 -2%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$550M +$9.47M +108,854 +2%
American Century Companies
13
American Century Companies
Missouri
$543M +$177M +2,036,260 +52%
Morgan Stanley
14
Morgan Stanley
New York
$520M +$131M +1,503,667 +36%
N
15
Nuveen
North Carolina
$478M +$2.65M +30,463 +0.6%
Charles Schwab
16
Charles Schwab
California
$466M +$9.19M +105,557 +2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$459M -$52.3M -600,867 -11%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$439M -$4.96M -57,016 -1%
Legal & General Group
19
Legal & General Group
United Kingdom
$389M +$12.8M +147,367 +4%
Invesco
20
Invesco
Georgia
$369M -$102M -1,175,073 -22%
Bank of America
21
Bank of America
North Carolina
$366M +$18.5M +212,153 +6%
Norges Bank
22
Norges Bank
Norway
$359M +$14.9M +170,820 +5%
Deutsche Bank
23
Deutsche Bank
Germany
$347M -$99M -1,138,021 -23%
JP Morgan Chase
24
JP Morgan Chase
New York
$294M +$53.3M +612,586 +23%
Federated Hermes
25
Federated Hermes
Pennsylvania
$292M +$96.9M +1,113,429 +53%

WELL Hedge Fund Activity: Q3 2019 in Review

817 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q3 2019, worth a combined $33.1B — up 11% from $29.9B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new WELL positions and 60 closed out — a net gain of 16 holders — while 307 added to existing stakes and 314 trimmed.

The largest buyer was American Century Companies, adding an estimated $177M. The largest seller was Cohen & Steers, cutting an estimated $176M.

  • 817 institutional investors held Welltower (WELL) as of Q3 2019, up from 807 in Q2 2019.
  • Funds reported $33.1B of Welltower stock for Q3 2019, up 11% quarter-over-quarter.
  • 76 funds opened new Welltower positions in Q3 2019 and 60 closed out, a net change of +16 holders.
  • The largest Welltower buyer in Q3 2019 was American Century Companies, an estimated $177M added.
  • The largest Welltower seller in Q3 2019 was Cohen & Steers, an estimated $176M sold.

Based on aggregated 13F filings for Q3 2019.