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Welltower

785 hedge funds and large institutions have $29.9B invested in Welltower in 2022 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 325 increasing their positions, 241 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 241

0.37% more ownership

Funds ownership: 100.03%100.4% (+0.37%)

4% less funds holding

Funds holding: 817785 (-32)

20% less capital invested

Capital invested by funds: $37.4B → $29.9B (-$7.46B)

22% less funds holding in top 10

Funds holding in top 10: 1814 (-4)

25% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 83

36% less call options, than puts

Call options by funds: $77.6M | Put options by funds: $120M

Holders
785
Holders Change
-32
Holders Change %
-3.92%
% of All Funds
13.52%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.24%
New
62
Increased
325
Reduced
241
Closed
83
Calls
$77.6M
Puts
$120M
Net Calls
-$42.8M
Net Calls Change
-$56.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
26
Centersquare Investment Management
Pennsylvania
$202M -$4.11M -52,640 -2%
Sumitomo Mitsui Trust Group
27
Sumitomo Mitsui Trust Group
Japan
$197M +$11.6M +148,694 +5%
MSE
28
MUFG Securities EMEA
United Kingdom
$196M
Prudential Financial
29
Prudential Financial
New Jersey
$190M -$30.1M -385,689 -12%
Ameriprise
30
Ameriprise
Minnesota
$172M +$109K +1,390 +0.1%
Amundi
31
Amundi
France
$169M +$81.5M +1,042,945 +64%
Janus Henderson Group
32
Janus Henderson Group
United Kingdom
$168M +$107M +1,364,695 +109%
DPIM
33
Duff & Phelps Investment Management
Illinois
$152M +$23.2M +296,875 +14%
Swiss National Bank
34
Swiss National Bank
Switzerland
$127M +$2.12M +27,100 +1%
Goldman Sachs
35
Goldman Sachs
New York
$126M +$1.14M +14,558 +0.8%
Schroder Investment Management Group
36
Schroder Investment Management Group
United Kingdom
$123M -$5.41M -69,220 -3%
Massachusetts Financial Services
37
Massachusetts Financial Services
Massachusetts
$117M +$1.04M +13,336 +0.7%
SEI Investments
38
SEI Investments
Pennsylvania
$115M +$8.34M +106,709 +6%
Russell Investments Group
39
Russell Investments Group
United Kingdom
$112M -$65.2M -833,499 -32%
HRES
40
Heitman Real Estate Securities
Illinois
$109M +$8.03M +102,745 +6%
Macquarie Group
41
Macquarie Group
Australia
$108M +$1.54M +19,714 +1%
Canada Pension Plan Investment Board
42
Canada Pension Plan Investment Board
Ontario, Canada
$105M -$6.42M -82,100 -5%
AllianceBernstein
43
AllianceBernstein
Tennessee
$93.6M +$6M +76,802 +6%
LIMS
44
Lasalle Investment Management Securities
Maryland
$90.6M +$14.3M +183,136 +15%
Deutsche Bank
45
Deutsche Bank
Germany
$87.8M -$258M -3,306,939 -71%
PAMS
46
Pictet Asset Management (Switzerland)
Switzerland
$86.8M +$2.43M +31,087 +2%
Renaissance Technologies
47
Renaissance Technologies
New York
$85M +$73.2M +936,800 +243%
Neuberger Berman Group
48
Neuberger Berman Group
New York
$81.9M -$3.39M -43,406 -3%
American Century Companies
49
American Century Companies
Missouri
$74.2M -$7.27M -93,017 -7%
SO
50
STRS Ohio
Ohio
$73.1M +$10.2M +131,049 +13%

WELL Hedge Fund Activity: Q3 2022 in Review

785 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q3 2022, worth a combined $29.9B — down 20% from $37.4B a quarter earlier.

Sellers outnumbered buyers: 83 funds closed out of WELL and 62 opened new positions — a net loss of 21 holders — while 241 trimmed existing stakes and 325 added.

The largest buyer was Wellington Management Group, adding an estimated $616M. The largest seller was Fidelity Investments, cutting an estimated $275M.

  • 785 institutional investors held Welltower (WELL) as of Q3 2022, down from 817 in Q2 2022.
  • Funds reported $29.9B of Welltower stock for Q3 2022, down 20% quarter-over-quarter.
  • 62 funds opened new Welltower positions in Q3 2022 and 83 closed out, a net change of -21 holders.
  • The largest Welltower buyer in Q3 2022 was Wellington Management Group, an estimated $616M added.
  • The largest Welltower seller in Q3 2022 was Fidelity Investments, an estimated $275M sold.

Based on aggregated 13F filings for Q3 2022.