Welltower
WELL
753 hedge funds and large institutions have $17.1B invested in Welltower in 2020 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 277 increasing their positions, 300 reducing their positions, and 176 closing their positions.
0.71% less ownership
Funds ownership: 91.68% → 90.97% (-0.71%)
8% less repeat investments, than reductions
Existing positions increased: 277 | Existing positions reduced: 300
13% less funds holding
Funds holding: 862 → 753 (-109)
14% less call options, than puts
Call options by funds: $54.5M | Put options by funds: $63.5M
44% less capital invested
Capital invested by funds: $30.4B → $17.1B (-$13.3B)
54% less funds holding in top 10
Funds holding in top 10: 13 → 6 (-7)
55% less first-time investments, than exits
New positions opened: 79 | Existing positions closed: 176
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$816M |
| 2 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
+$177M |
| 3 |
HM
HealthCor Management
New York
|
+$117M |
| 4 |
Daiwa Securities Group
Tokyo,
Japan
|
+$108M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$104M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$303M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
-$234M |
| 3 |
PI
PGGM Investments
Zeist,
Netherlands
|
-$208M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$189M |
| 5 |
ZP
Zimmer Partners
New York
|
-$142M |
WELL Hedge Fund Activity: Q1 2020 in Review
753 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q1 2020, worth a combined $17.1B — down 44% from $30.4B a quarter earlier.
Sellers outnumbered buyers: 176 funds closed out of WELL and 79 opened new positions — a net loss of 97 holders — while 300 trimmed existing stakes and 277 added.
The largest buyer was Cohen & Steers, adding an estimated $816M. The largest seller was Wells Fargo, cutting an estimated $303M.
- 753 institutional investors held Welltower (WELL) as of Q1 2020, down from 862 in Q4 2019.
- Funds reported $17.1B of Welltower stock for Q1 2020, down 44% quarter-over-quarter.
- 79 funds opened new Welltower positions in Q1 2020 and 176 closed out, a net change of -97 holders.
- The largest Welltower buyer in Q1 2020 was Cohen & Steers, an estimated $816M added.
- The largest Welltower seller in Q1 2020 was Wells Fargo, an estimated $303M sold.
Based on aggregated 13F filings for Q1 2020.