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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
CCA
776
Childress Capital Advisors
Texas
$266K +$1.05K +9 +0.4%
MIS
777
Morningstar Investment Services
Illinois
$264K +$242K +2,076 New
WS
778
Wedbush Securities
California
$261K -$260K -2,229 -52%
MSAM
779
Moloney Securities Asset Management
Missouri
$261K -$35.4K -303 -13%
EW
780
Evoke Wealth
California
$261K +$237K +2,035 New
CC
781
Commons Capital
Massachusetts
$257K +$583 +5 +0.3%
GAG
782
GM Advisory Group
New York
$256K – – –
SPA
783
Sherbrooke Park Advisers
New York
$255K -$599K -5,135 -72%
MPWT
784
MassMutual Private Wealth & Trust
Connecticut
$254K +$5.25K +45 +2%
WA
785
Wealth Alliance
New York
$254K -$11.1K -95 -5%
MG
786
Mather Group
Illinois
$253K +$4.78K +41 +2%
SQA
787
Simon Quick Advisors
New Jersey
$252K +$230K +1,970 New
M
788
MOTCO
Texas
$251K -$31.7K -272 -12%
QWP
789
Quotient Wealth Partners
Texas
$251K +$229K +1,959 New
BCCM
790
Bridge Creek Capital Management
Massachusetts
$250K – – –
EWM
791
Echo Wealth Management
Minnesota
$249K – – –
PFG
792
Prosperity Financial Group
California
$245K +$224K +1,917 New
CAWM
793
Capital Advisors Wealth Management
Washington
$244K +$223K +1,909 New
ODA
794
One Degree Advisors
California
$243K +$223K +1,915 New
SB
795
Strategic Blueprint
Georgia
$242K -$11.3K -97 -5%
9WM
796
9258 Wealth Management
Ohio
$240K +$219K +1,876 New
AC
797
Apella Capital
Connecticut
$239K +$220K +1,883 New
PA
798
Probity Advisors
Texas
$238K +$217K +1,858 New
CA
799
Continuum Advisory
Idaho
$236K +$33.3K +285 +19%
GA
800
Geller Advisors
New York
$236K +$215K +1,842 New
30 31
32
33 34

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.