Welltower
WELL
775 hedge funds and large institutions have $34.5B invested in Welltower in 2023 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 284 increasing their positions, 263 reducing their positions, and 71 closing their positions.
66% more call options, than puts
Call options by funds: $90.7M | Put options by funds: $54.7M
13% more capital invested
Capital invested by funds: $30.5B → $34.5B (+$3.98B)
8% more repeat investments, than reductions
Existing positions increased: 284 | Existing positions reduced: 263
4% less first-time investments, than exits
New positions opened: 68 | Existing positions closed: 71
1.47% less ownership
Funds ownership: 99.71% → 98.24% (-1.5%)
3% less funds holding
Funds holding: 798 → 775 (-23)
11% less funds holding in top 10
Funds holding in top 10: 18 → 16 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$805M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$289M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$148M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$114M |
| 5 |
Russell Investments Group
London,
United Kingdom
|
+$85.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$233M |
| 2 |
ZP
Zimmer Partners
New York
|
-$222M |
| 3 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$80.2M |
| 4 |
SO
STRS Ohio
Columbus,
Ohio
|
-$46.7M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$45.8M |
WELL Hedge Fund Activity: Q1 2023 in Review
775 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q1 2023, worth a combined $34.5B — up 13% from $30.5B a quarter earlier.
Sellers outnumbered buyers: 71 funds closed out of WELL and 68 opened new positions — a net loss of 3 holders — while 263 trimmed existing stakes and 284 added.
The largest buyer was Capital International Investors, adding an estimated $805M. The largest seller was Cohen & Steers, cutting an estimated $233M.
- 775 institutional investors held Welltower (WELL) as of Q1 2023, down from 798 in Q4 2022.
- Funds reported $34.5B of Welltower stock for Q1 2023, up 13% quarter-over-quarter.
- 68 funds opened new Welltower positions in Q1 2023 and 71 closed out, a net change of -3 holders.
- The largest Welltower buyer in Q1 2023 was Capital International Investors, an estimated $805M added.
- The largest Welltower seller in Q1 2023 was Cohen & Steers, an estimated $233M sold.
Based on aggregated 13F filings for Q1 2023.