Welltower
WELL
997 hedge funds and large institutions have $61B invested in Welltower in 2024 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 438 increasing their positions, 287 reducing their positions, and 70 closing their positions.
74% more first-time investments, than exits
New positions opened: 122 | Existing positions closed: 70
53% more repeat investments, than reductions
Existing positions increased: 438 | Existing positions reduced: 287
16% more capital invested
Capital invested by funds: $52.6B → $61B (+$8.34B)
10% more funds holding in top 10
Funds holding in top 10: 20 → 22 (+2)
4% more funds holding
Funds holding: 963 → 997 (+34)
1.21% less ownership
Funds ownership: 99.05% → 97.84% (-1.2%)
29% less call options, than puts
Call options by funds: $122M | Put options by funds: $172M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$657M |
| 2 |
JP Morgan Chase
New York
|
+$599M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$559M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$509M |
| 5 |
DPIM
Duff & Phelps Investment Management
Chicago,
Illinois
|
+$240M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
-$483M |
| 2 |
Marshall Wace
London,
United Kingdom
|
-$130M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
-$123M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$102M |
| 5 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
-$94M |
WELL Hedge Fund Activity: Q2 2024 in Review
997 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q2 2024, worth a combined $61B — up 16% from $52.6B a quarter earlier.
Buyers outnumbered sellers: 122 funds opened new WELL positions and 70 closed out — a net gain of 52 holders — while 438 added to existing stakes and 287 trimmed.
The largest buyer was Capital International Investors, adding an estimated $657M. The largest seller was UBS AM, cutting an estimated $483M.
- 997 institutional investors held Welltower (WELL) as of Q2 2024, up from 963 in Q1 2024.
- Funds reported $61B of Welltower stock for Q2 2024, up 16% quarter-over-quarter.
- 122 funds opened new Welltower positions in Q2 2024 and 70 closed out, a net change of +52 holders.
- The largest Welltower buyer in Q2 2024 was Capital International Investors, an estimated $657M added.
- The largest Welltower seller in Q2 2024 was UBS AM, an estimated $483M sold.
Based on aggregated 13F filings for Q2 2024.