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Welltower
WELL

1,059 hedge funds and large institutions have $76.9B invested in Welltower in 2024 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 403 increasing their positions, 357 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 61

26% more capital invested

Capital invested by funds: $61B → $76.9B (+$16B)

13% more repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 357

6% more funds holding

Funds holding: 996 → 1,059 (+63)

0.86% more ownership

Funds ownership: 97.84% → 98.7% (+0.86%)

5% less funds holding in top 10

Funds holding in top 10: 22 → 21 (-1)

37% less call options, than puts

Call options by funds: $176M | Put options by funds: $282M

Holders
1,059
Holders Change
+63
Holders Change %
+6.33%
% of All Funds
15.21%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.3%
New
136
Increased
403
Reduced
357
Closed
61
Calls
$176M
Puts
$282M
Net Calls
-$106M
Net Calls Change
-$55.8M

Top Buyers

1
UBS AM
UBS AM
Illinois
+$698M
2
DZ Bank
DZ Bank
Germany
+$470M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$464M
4
BlackRock
BlackRock
New York
+$299M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$210M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$165M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$153M
3
Cohen & Steers
Cohen & Steers
New York
-$104M
4
Citigroup
Citigroup
New York
-$99.7M
5
Bank of America
Bank of America
North Carolina
-$92.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Deutsche Bank
26
Deutsche Bank
Germany
$608M -$89.3M -765,421 -14%
Goldman Sachs
27
Goldman Sachs
New York
$516M +$14.5M +124,212 +3%
Russell Investments Group
28
Russell Investments Group
United Kingdom
$487M -$43.9M -376,307 -9%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$482M -$30.2M -258,654 -6%
ZP
30
Zimmer Partners
New York
$425M – – –
Amundi
31
Amundi
France
$397M +$11.7M +100,209 +3%
Prudential Financial
32
Prudential Financial
New Jersey
$380M +$46.4M +397,617 +15%
Sumitomo Mitsui Trust Group
33
Sumitomo Mitsui Trust Group
Japan
$373M +$34.1M +291,839 +11%
PI
34
PGGM Investments
Netherlands
$335M +$34M +291,706 +13%
SEI Investments
35
SEI Investments
Pennsylvania
$335M -$15.3M -131,312 -5%
DPIM
36
Duff & Phelps Investment Management
Illinois
$325M +$10.7M +91,469 +4%
HSBC Holdings
37
HSBC Holdings
United Kingdom
$281M +$81.5M +698,889 +47%
Canada Pension Plan Investment Board
38
Canada Pension Plan Investment Board
Ontario, Canada
$274M +$3.01M +25,766 +1%
Macquarie Group
39
Macquarie Group
Australia
$250M -$10.2M -87,825 -4%
Swiss National Bank
40
Swiss National Bank
Switzerland
$227M +$10.5M +90,400 +5%
UBS Group
41
UBS Group
Switzerland
$216M +$62.3M +533,846 +46%
Barclays
42
Barclays
United Kingdom
$216M +$44.4M +380,888 +29%
Ameriprise
43
Ameriprise
Minnesota
$212M -$28.3M -242,130 -13%
CIMLRA
44
CBRE Investment Management Listed Real Assets
Pennsylvania
$211M -$25.4M -217,604 -12%
Citadel Advisors
45
Citadel Advisors
Florida
$198M +$170M +1,457,688 +1,639%
VOYA Investment Management
46
VOYA Investment Management
Georgia
$187M -$79.5M -681,418 -32%
National Pension Service
47
National Pension Service
South Korea
$177M +$25.7M +220,201 +19%
ACM
48
AEW Capital Management
Massachusetts
$175M +$2.13M +18,252 +1%
LIMS
49
Lasalle Investment Management Securities
Maryland
$172M +$46.9M +402,263 +43%
AAMU
50
APG Asset Management US
New York
$168M +$8.95M +76,699 +6%
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WELL Hedge Fund Activity: Q3 2024 in Review

1,059 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q3 2024, worth a combined $76.9B — up 26% from $61B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new WELL positions and 61 closed out — a net gain of 75 holders — while 403 added to existing stakes and 357 trimmed.

The largest buyer was UBS AM, adding an estimated $698M. The largest seller was Norges Bank, cutting an estimated $165M.

  • 1,059 institutional investors held Welltower (WELL) as of Q3 2024, up from 996 in Q2 2024.
  • Funds reported $76.9B of Welltower stock for Q3 2024, up 26% quarter-over-quarter.
  • 136 funds opened new Welltower positions in Q3 2024 and 61 closed out, a net change of +75 holders.
  • The largest Welltower buyer in Q3 2024 was UBS AM, an estimated $698M added.
  • The largest Welltower seller in Q3 2024 was Norges Bank, an estimated $165M sold.

Based on aggregated 13F filings for Q3 2024.