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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
BBHC
801
Brown Brothers Harriman & Co
New York
$40 – – –
HM
802
HealthCor Management
New York
– -$50.9M -617,480 Closed
LP
803
LMR Partners
United Kingdom
– -$30.3M -367,235 Closed
CWM
804
CIBC World Markets
New York
– -$22.2M -268,984 Closed
AIMCA
805
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$16.5M -200,000 Closed
ECM
806
EII Capital Management
New York
– -$6.21M -75,300 Closed
AIM
807
Achmea Investment Management
Netherlands
– -$4.31M -52,351 Closed
WLPWM
808
Walled Lake Planning & Wealth Management
Illinois
– -$4.3M -52,216 Closed
HEIP
809
Hudson Edge Investment Partners
New Jersey
– -$3.98M -48,274 Closed
CSS
810
Cubist Systematic Strategies
Connecticut
– -$3.77M -45,705 Closed
IMRF
811
Illinois Municipal Retirement Fund
Illinois
– -$3.37M -40,911 Closed
PHK
812
Point72 Hong Kong
Hong Kong
– -$2.08M -25,200 Closed
ESCM
813
Echo Street Capital Management
New York
– -$2.02M -24,524 Closed
KAS
814
Kestra Advisory Services
Texas
– -$1.86M -22,536 Closed
Parallax Volatility Advisers
815
Parallax Volatility Advisers
California
– -$1.23M -14,769 Closed
SRAM
816
Spouting Rock Asset Management
Pennsylvania
– -$1.2M -14,567 Closed
BAMCO Inc
817
BAMCO Inc
New York
– -$994K -12,064 Closed
SICM
818
Sustainable Insight Capital Management
New York
– -$898K -10,899 Closed
Nomura Holdings
819
Nomura Holdings
Japan
– -$889K -10,616 Closed
Qube Research & Technologies (QRT)
820
Qube Research & Technologies (QRT)
United Kingdom
– -$700K -8,493 Closed
ED
821
Exane Derivatives
France
– -$587K -7,127 Closed
GCP
822
GSA Capital Partners
United Kingdom
– -$482K -5,846 Closed
FRM
823
Fox Run Management
Connecticut
– -$471K -5,714 Closed
JF
824
Jump Financial
Illinois
– -$412K -5,000 Closed
O
825
Ossiam
France
– -$319K -3,867 Closed
31 32
33
34 35

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.