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Welltower

827 hedge funds and large institutions have $42.1B invested in Welltower in 2023 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 333 increasing their positions, 258 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $120M | Put options by funds: $51.2M

47% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 47

29% more repeat investments, than reductions

Existing positions increased: 333 | Existing positions reduced: 258

5% more capital invested

Capital invested by funds: $39.9B → $42.1B (+$2.15B)

2% more funds holding

Funds holding: 812827 (+15)

0.26% less ownership

Funds ownership: 99.21%98.96% (-0.26%)

11% less funds holding in top 10

Funds holding in top 10: 1816 (-2)

Holders
827
Holders Change
+15
Holders Change %
+1.85%
% of All Funds
13.12%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.25%
New
69
Increased
333
Reduced
258
Closed
47
Calls
$120M
Puts
$51.2M
Net Calls
+$68.6M
Net Calls Change
-$23.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
26
Russell Investments Group
United Kingdom
$281M -$946K -11,505 -0.3%
CIMLRA
27
CBRE Investment Management Listed Real Assets
Pennsylvania
$259M +$54.1M +657,417 +26%
Bank of America
28
Bank of America
North Carolina
$258M +$79.3M +963,868 +44%
Goldman Sachs
29
Goldman Sachs
New York
$244M +$22.9M +277,932 +10%
Prudential Financial
30
Prudential Financial
New Jersey
$238M -$8.26M -100,376 -3%
Amundi
31
Amundi
France
$224M -$988K -12,015 -0.5%
Boston Partners
32
Boston Partners
Massachusetts
$211M +$255K +3,098 +0.1%
PI
33
PGGM Investments
Netherlands
$193M +$5.75M +69,903 +3%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$190M -$24.8M -301,404 -11%
Ameriprise
35
Ameriprise
Minnesota
$187M -$13.5M -163,586 -7%
SEI Investments
36
SEI Investments
Pennsylvania
$163M +$19.2M +233,955 +13%
DPIM
37
Duff & Phelps Investment Management
Illinois
$162M +$5.33M +64,820 +3%
VOYA Investment Management
38
VOYA Investment Management
Georgia
$151M -$4.45M -54,119 -3%
Macquarie Group
39
Macquarie Group
Australia
$138M -$1.63M -19,838 -1%
Swiss National Bank
40
Swiss National Bank
Switzerland
$131M -$15.9M -193,800 -11%
Canada Pension Plan Investment Board
41
Canada Pension Plan Investment Board
Ontario, Canada
$113M +$280K +3,400 +0.2%
Barclays
42
Barclays
United Kingdom
$112M +$43.3M +526,386 +63%
HSBC Holdings
43
HSBC Holdings
United Kingdom
$105M -$820K -9,972 -0.8%
HRES
44
Heitman Real Estate Securities
Illinois
$103M -$8.51M -103,511 -8%
Janus Henderson Group
45
Janus Henderson Group
United Kingdom
$103M -$23.7M -287,972 -19%
AllianceBernstein
46
AllianceBernstein
Tennessee
$99.4M +$5.24M +63,670 +6%
ACM
47
Adelante Capital Management
California
$98.6M +$4.04M +49,096 +4%
Aberdeen Group
48
Aberdeen Group
United Kingdom
$93.5M +$8.54M +103,788 +10%
CS
49
Credit Suisse
Switzerland
$88.2M +$302K +3,674 +0.3%
BNP Paribas Asset Management
50
BNP Paribas Asset Management
France
$87.5M +$19.3M +234,717 +28%

WELL Hedge Fund Activity: Q3 2023 in Review

827 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q3 2023, worth a combined $42.1B — up 5.4% from $39.9B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new WELL positions and 47 closed out — a net gain of 22 holders — while 333 added to existing stakes and 258 trimmed.

The largest buyer was Norges Bank, adding an estimated $788M. The largest seller was JP Morgan Chase, cutting an estimated $164M.

  • 827 institutional investors held Welltower (WELL) as of Q3 2023, up from 812 in Q2 2023.
  • Funds reported $42.1B of Welltower stock for Q3 2023, up 5.4% quarter-over-quarter.
  • 69 funds opened new Welltower positions in Q3 2023 and 47 closed out, a net change of +22 holders.
  • The largest Welltower buyer in Q3 2023 was Norges Bank, an estimated $788M added.
  • The largest Welltower seller in Q3 2023 was JP Morgan Chase, an estimated $164M sold.

Based on aggregated 13F filings for Q3 2023.