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Welltower
WELL

806 hedge funds and large institutions have $36.5B invested in Welltower in 2021 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 297 increasing their positions, 259 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 57

15% more repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 259

9% more capital invested

Capital invested by funds: $33.6B → $36.5B (+$2.92B)

6% more funds holding

Funds holding: 760 → 806 (+46)

1.46% more ownership

Funds ownership: 96.55% → 98.01% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 12 → 12 (0)

13% less call options, than puts

Call options by funds: $126M | Put options by funds: $145M

Holders
806
Holders Change
+46
Holders Change %
+6.05%
% of All Funds
12.4%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
117
Increased
297
Reduced
259
Closed
57
Calls
$126M
Puts
$145M
Net Calls
-$18.7M
Net Calls Change
+$10.1M

Top Buyers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
+$554M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$323M
3
BlackRock
BlackRock
New York
+$297M
4
Credit Agricole
Credit Agricole
France
+$217M
5
State Street
State Street
Massachusetts
+$214M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$571M
2
Principal Financial Group
Principal Financial Group
Iowa
-$104M
3
CIM
Centersquare Investment Management
Pennsylvania
-$92.5M
4
HM
HealthCor Management
New York
-$50.9M
5
N
Natixis
France
-$45.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
SC
776
Stephens Consulting
Michigan
$4.37K +$4.25K +51 New
IFAM
777
Institutional & Family Asset Management
Colorado
$4K -$1.83K -22 -32%
CI Investments Inc
778
CI Investments Inc
Ontario, Canada
$4K – – –
CPFP
779
Clear Perspectives Financial Planning
Ohio
$4K – – –
CWA
780
Clearview Wealth Advisors
Oregon
$4K – – –
FMP
781
Financial Management Professionals
Texas
$4K – – –
HR
782
Howe & Rusling
New York
$4K – – –
BWM
783
BerganKDV Wealth Management
Minnesota
$3K – – –
PP
784
Pacifica Partners
Canada
$3K – – –
TWP
785
TFO Wealth Partners
Ohio
$3K +$667 +8 +25%
PGAM
786
Princeton Global Asset Management
New Jersey
$3K +$3.08K +37 New
KFP
787
KB Financial Partners
New Jersey
$3K +$3.33K +40 New
HFS
788
Horizon Financial Services
North Carolina
$2.14K – – –
AP
789
Arlington Partners
Alabama
$2K +$1.75K +21 New
LWA
790
Lenox Wealth Advisors
New York
$1K -$5.59K -67 -84%
RAM
791
Riggs Asset Management
Pennsylvania
$1K – – –
TFM
792
TFC Financial Management
Massachusetts
$1K – – –
CAL
793
Capital Advisors Ltd
Ohio
$1K +$500 +6 New
CWP
794
Concord Wealth Partners
Virginia
$1K +$667 +8 New
BA
795
Bivin & Associates
Oklahoma
$1K +$834 +10 New
CSWM
796
Cassady Schiller Wealth Management
Ohio
$1K +$1.17K +14 New
AA
797
Addison Advisors
Vermont
$1K +$1.25K +15 New
GFPC
798
Global Financial Private Client
Florida
$515 – – –
WC
799
Wexford Capital
Florida
$257 +$250K +3,000 New
MGIM
800
M&G Investment Management
United Kingdom
$256 -$7.19M -86,189 -97%
30 31
32
33 34

WELL Hedge Fund Activity: Q4 2021 in Review

806 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q4 2021, worth a combined $36.5B — up 8.7% from $33.6B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new WELL positions and 57 closed out — a net gain of 60 holders — while 297 added to existing stakes and 259 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $554M. The largest seller was T. Rowe Price Associates, cutting an estimated $571M.

  • 806 institutional investors held Welltower (WELL) as of Q4 2021, up from 760 in Q3 2021.
  • Funds reported $36.5B of Welltower stock for Q4 2021, up 8.7% quarter-over-quarter.
  • 117 funds opened new Welltower positions in Q4 2021 and 57 closed out, a net change of +60 holders.
  • The largest Welltower buyer in Q4 2021 was Cohen & Steers, an estimated $554M added.
  • The largest Welltower seller in Q4 2021 was T. Rowe Price Associates, an estimated $571M sold.

Based on aggregated 13F filings for Q4 2021.