Welltower
WELL
962 hedge funds and large institutions have $52.6B invested in Welltower in 2024 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 392 increasing their positions, 317 reducing their positions, and 59 closing their positions.
88% more call options, than puts
Call options by funds: $151M | Put options by funds: $80.2M
63% more first-time investments, than exits
New positions opened: 96 | Existing positions closed: 59
24% more repeat investments, than reductions
Existing positions increased: 392 | Existing positions reduced: 317
18% more funds holding in top 10
Funds holding in top 10: 17 → 20 (+3)
7% more capital invested
Capital invested by funds: $49.1B → $52.6B (+$3.48B)
3% more funds holding
Funds holding: 933 → 962 (+29)
2.65% less ownership
Funds ownership: 101.71% → 99.05% (-2.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$553M |
| 2 |
ZP
Zimmer Partners
New York
|
+$300M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$295M |
| 4 |
JP Morgan Chase
New York
|
+$180M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$172M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$526M |
| 2 |
DPIM
Duff & Phelps Investment Management
Chicago,
Illinois
|
-$190M |
| 3 |
State Street
Boston,
Massachusetts
|
-$189M |
| 4 |
Cohen & Steers
New York
|
-$119M |
| 5 |
Barclays
London,
United Kingdom
|
-$77.6M |
WELL Hedge Fund Activity: Q1 2024 in Review
962 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q1 2024, worth a combined $52.6B — up 7.1% from $49.1B a quarter earlier.
Buyers outnumbered sellers: 96 funds opened new WELL positions and 59 closed out — a net gain of 37 holders — while 392 added to existing stakes and 317 trimmed.
The largest buyer was Capital International Investors, adding an estimated $553M. The largest seller was Morgan Stanley, cutting an estimated $526M.
- 962 institutional investors held Welltower (WELL) as of Q1 2024, up from 933 in Q4 2023.
- Funds reported $52.6B of Welltower stock for Q1 2024, up 7.1% quarter-over-quarter.
- 96 funds opened new Welltower positions in Q1 2024 and 59 closed out, a net change of +37 holders.
- The largest Welltower buyer in Q1 2024 was Capital International Investors, an estimated $553M added.
- The largest Welltower seller in Q1 2024 was Morgan Stanley, an estimated $526M sold.
Based on aggregated 13F filings for Q1 2024.