Welltower
WELL
734 hedge funds and large institutions have $27.4B invested in Welltower in 2021 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 264 increasing their positions, 275 reducing their positions, and 70 closing their positions.
41% more call options, than puts
Call options by funds: $150M | Put options by funds: $106M
12% more capital invested
Capital invested by funds: $24.5B → $27.4B (+$2.89B)
1.14% more ownership
Funds ownership: 90.69% → 91.83% (+1.1%)
1% less funds holding
Funds holding: 740 → 734 (-6)
1% less first-time investments, than exits
New positions opened: 69 | Existing positions closed: 70
4% less repeat investments, than reductions
Existing positions increased: 264 | Existing positions reduced: 275
8% less funds holding in top 10
Funds holding in top 10: 12 → 11 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RC
Resolution Capital
Sydney, NSW,
Australia
|
+$441M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$301M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$176M |
| 4 |
JP Morgan Chase
New York
|
+$142M |
| 5 |
PI
PGGM Investments
Zeist,
Netherlands
|
+$126M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$222M |
| 2 |
ZP
Zimmer Partners
New York
|
-$154M |
| 3 |
Daiwa Securities Group
Tokyo,
Japan
|
-$126M |
| 4 |
SCCM
Schafer Cullen Capital Management
New York
|
-$104M |
| 5 |
Morgan Stanley
New York
|
-$103M |
WELL Hedge Fund Activity: Q1 2021 in Review
734 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q1 2021, worth a combined $27.4B — up 12% from $24.5B a quarter earlier.
Sellers outnumbered buyers: 70 funds closed out of WELL and 69 opened new positions — a net loss of 1 holder — while 275 trimmed existing stakes and 264 added.
The largest buyer was Resolution Capital, opening a new position worth an estimated $441M. The largest seller was Cohen & Steers, cutting an estimated $222M.
- 734 institutional investors held Welltower (WELL) as of Q1 2021, down from 740 in Q4 2020.
- Funds reported $27.4B of Welltower stock for Q1 2021, up 12% quarter-over-quarter.
- 69 funds opened new Welltower positions in Q1 2021 and 70 closed out, a net change of -1 holder.
- The largest Welltower buyer in Q1 2021 was Resolution Capital, an estimated $441M added.
- The largest Welltower seller in Q1 2021 was Cohen & Steers, an estimated $222M sold.
Based on aggregated 13F filings for Q1 2021.