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Welltower
WELL

812 hedge funds and large institutions have $39.9B invested in Welltower in 2023 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 300 increasing their positions, 258 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more call options, than puts

Call options by funds: $134M | Put options by funds: $41.8M

108% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 38

16% more repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 258

16% more capital invested

Capital invested by funds: $34.5B → $39.9B (+$5.43B)

13% more funds holding in top 10

Funds holding in top 10: 16 → 18 (+2)

5% more funds holding

Funds holding: 775 → 812 (+37)

0.98% more ownership

Funds ownership: 98.24% → 99.21% (+0.98%)

Holders
812
Holders Change
+37
Holders Change %
+4.77%
% of All Funds
12.75%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.28%
New
79
Increased
300
Reduced
258
Closed
38
Calls
$134M
Puts
$41.8M
Net Calls
+$92.1M
Net Calls Change
+$56.1M

Top Buyers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
+$525M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$282M
3
BlackRock
BlackRock
New York
+$226M
4
JP Morgan Chase
JP Morgan Chase
New York
+$195M
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$141M

Top Sellers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
-$485M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$145M
3
Daiwa Securities Group
Daiwa Securities Group
Japan
-$143M
4
OIAM
OFI Invest Asset Management
France
-$84.3M
5
Bank of America
Bank of America
North Carolina
-$71.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
776
Montag & Associates
Georgia
$7.44K – – –
CNBTD
777
Citizens National Bank Trust Department
Mississippi
$6.71K – – –
RTL
778
Red Tortoise LLC
Georgia
$6.55K – – –
PWMG
779
Prestige Wealth Management Group
New Jersey
$6.31K – – –
RF
780
Robinswood Financial
Washington
$5.82K +$5.55K +72 New
FRA
781
Front Row Advisors
California
$5K – – –
HT
782
Headlands Technologies
Illinois
$4.37K +$4.16K +54 New
CWA
783
Clearview Wealth Advisors
Oregon
$3.4K – – –
SVCP
784
Silicon Valley Capital Partners
California
$3.24K +$3.08K +40 New
KFP
785
KB Financial Partners
New Jersey
$3K – – –
MFT
786
Moisand Fitzgerald Tamayo
Florida
$2.99K – – –
PGAM
787
Princeton Global Asset Management
New Jersey
$2.99K – – –
BWS
788
Buck Wealth Strategies
Colorado
$2.85K – – –
LF
789
Lee Financial
Texas
$2.83K +$2.7K +35 New
NECFA
790
New England Capital Financial Advisors
Connecticut
$2.75K – – –
CWC
791
Carolinas Wealth Consulting
North Carolina
$2.35K – – –
CP
792
Castleview Partners
Texas
$2.35K +$847 +11 +61%
HB
793
Horizon Bancorp
Indiana
$2K – – –
TAIM
794
TD Ameritrade Investment Management
Nebraska
$2K +$462 +6 +29%
MA
795
MCF Advisors
Kentucky
$1.94K – – –
TFM
796
TFC Financial Management
Massachusetts
$1.79K +$308 +4 +22%
GWSG
797
GPS Wealth Strategies Group
Colorado
$1.38K – – –
EBA
798
Eagle Bay Advisors
New York
$1.21K – – –
YDMI
799
Y.D. More Investments
Israel
$1.05K – – –
TFA
800
Transamerica Financial Advisors
Florida
$1K – – –
30 31
32
33 34

WELL Hedge Fund Activity: Q2 2023 in Review

812 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q2 2023, worth a combined $39.9B — up 16% from $34.5B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new WELL positions and 38 closed out — a net gain of 41 holders — while 300 added to existing stakes and 258 trimmed.

The largest buyer was Capital International Investors, adding an estimated $525M. The largest seller was Cohen & Steers, cutting an estimated $485M.

  • 812 institutional investors held Welltower (WELL) as of Q2 2023, up from 775 in Q1 2023.
  • Funds reported $39.9B of Welltower stock for Q2 2023, up 16% quarter-over-quarter.
  • 79 funds opened new Welltower positions in Q2 2023 and 38 closed out, a net change of +41 holders.
  • The largest Welltower buyer in Q2 2023 was Capital International Investors, an estimated $525M added.
  • The largest Welltower seller in Q2 2023 was Cohen & Steers, an estimated $485M sold.

Based on aggregated 13F filings for Q2 2023.