Welltower
WELL
760 hedge funds and large institutions have $33.6B invested in Welltower in 2021 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 275 increasing their positions, 261 reducing their positions, and 53 closing their positions.
32% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 53
5% more repeat investments, than reductions
Existing positions increased: 275 | Existing positions reduced: 261
1% more capital invested
Capital invested by funds: $33.4B → $33.6B (+$189M)
1% more funds holding
Funds holding: 756 → 760 (+4)
0.18% more ownership
Funds ownership: 96.38% → 96.55% (+0.18%)
8% less funds holding in top 10
Funds holding in top 10: 13 → 12 (-1)
21% less call options, than puts
Call options by funds: $107M | Put options by funds: $136M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$851M |
| 2 |
Cohen & Steers
New York
|
+$833M |
| 3 |
Daiwa Securities Group
Tokyo,
Japan
|
+$148M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$120M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
-$725M |
| 2 |
PI
PGGM Investments
Zeist,
Netherlands
|
-$284M |
| 3 |
JP Morgan Chase
New York
|
-$244M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$157M |
| 5 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
-$151M |
WELL Hedge Fund Activity: Q3 2021 in Review
760 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q3 2021, worth a combined $33.6B — up 0.57% from $33.4B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new WELL positions and 53 closed out — a net gain of 17 holders — while 275 added to existing stakes and 261 trimmed.
The largest buyer was Norges Bank, adding an estimated $851M. The largest seller was Principal Financial Group, cutting an estimated $725M.
- 760 institutional investors held Welltower (WELL) as of Q3 2021, up from 756 in Q2 2021.
- Funds reported $33.6B of Welltower stock for Q3 2021, up 0.57% quarter-over-quarter.
- 70 funds opened new Welltower positions in Q3 2021 and 53 closed out, a net change of +17 holders.
- The largest Welltower buyer in Q3 2021 was Norges Bank, an estimated $851M added.
- The largest Welltower seller in Q3 2021 was Principal Financial Group, an estimated $725M sold.
Based on aggregated 13F filings for Q3 2021.