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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
PI
51
PGGM Investments
Netherlands
$72.5M +$88.1M +1,127,347 New
ACM
52
Adelante Capital Management
California
$71.5M +$237K +3,036 +0.3%
HSBC Holdings
53
HSBC Holdings
United Kingdom
$68.8M +$16.9M +215,778 +25%
ACM
54
AEW Capital Management
Massachusetts
$68.5M +$22.5M +287,860 +37%
Wells Fargo
55
Wells Fargo
California
$67.2M +$1.96M +25,080 +2%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$66.3M +$13M +165,728 +19%
CS
57
Credit Suisse
Switzerland
$66.1M +$571K +7,306 +0.7%
BC
58
Brookfield Corp
Ontario, Canada
$65.9M -$17.5M -224,020 -18%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$65.4M -$3.29M -42,030 -4%
DZ Bank
60
DZ Bank
Germany
$62.6M -$43.6M -557,275 -36%
Ohio Public Employees Retirement System (OPERS)
61
Ohio Public Employees Retirement System (OPERS)
Ohio
$62.6M -$1.86M -23,798 -2%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$56.8M +$3.22M +41,169 +5%
Fidelity International
63
Fidelity International
Bermuda
$56.6M +$11.1M +141,808 +19%
Asset Management One
64
Asset Management One
Japan
$56.5M -$3.68M -47,072 -5%
Aberdeen Group
65
Aberdeen Group
United Kingdom
$56.3M +$6.3M +80,557 +10%
CIMLRA
66
CBRE Investment Management Listed Real Assets
Pennsylvania
$53.7M -$62.5M -799,071 -49%
Voloridge Investment Management
67
Voloridge Investment Management
Florida
$52M +$20.8M +266,654 +49%
UBS Group
68
UBS Group
Switzerland
$50.2M -$89.2K -1,141 -0.1%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$48.5M +$242K +3,100 +0.4%
VOYA Investment Management
70
VOYA Investment Management
Georgia
$48.4M +$440K +5,633 +0.8%
National Pension Service
71
National Pension Service
South Korea
$47.7M +$3.74M +47,876 +7%
Citigroup
72
Citigroup
New York
$42.7M +$12.8M +164,253 +33%
BTCPP
73
Border to Coast Pensions Partnership
United Kingdom
$41.6M +$9.38M +120,000 +23%
Canada Life
74
Canada Life
Manitoba, Canada
$41.2M +$1.5M +19,242 +3%
Nomura Asset Management
75
Nomura Asset Management
Japan
$39.4M +$3.35M +42,881 +8%

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.