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Welltower
WELL

827 hedge funds and large institutions have $42.1B invested in Welltower in 2023 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 333 increasing their positions, 258 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $120M | Put options by funds: $51.2M

47% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 47

29% more repeat investments, than reductions

Existing positions increased: 333 | Existing positions reduced: 258

5% more capital invested

Capital invested by funds: $39.9B → $42.1B (+$2.15B)

2% more funds holding

Funds holding: 812 → 827 (+15)

0.26% less ownership

Funds ownership: 99.21% → 98.96% (-0.26%)

11% less funds holding in top 10

Funds holding in top 10: 18 → 16 (-2)

Holders
827
Holders Change
+15
Holders Change %
+1.85%
% of All Funds
13.12%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.25%
New
69
Increased
333
Reduced
258
Closed
47
Calls
$120M
Puts
$51.2M
Net Calls
+$68.6M
Net Calls Change
-$23.5M

Top Buyers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
+$788M
2
Cohen & Steers
Cohen & Steers
New York
+$227M
3
Principal Financial Group
Principal Financial Group
Iowa
+$214M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$177M
5
Invesco
Invesco
Georgia
+$130M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$164M
2
Deutsche Bank
Deutsche Bank
Germany
-$120M
3
BlackRock
BlackRock
New York
-$64.5M
4
ZP
Zimmer Partners
New York
-$40.4M
5
HS
Hazelview Securities
Ontario, Canada
-$39.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
MFT
801
Moisand Fitzgerald Tamayo
Florida
$3.03K – – –
PGAM
802
Princeton Global Asset Management
New Jersey
$3.03K – – –
PVH
803
Psagot Value Holdings
Israel
$3K +$2.55K +31 New
BWS
804
Buck Wealth Strategies
Colorado
$2.91K +$82 +1 +3%
LF
805
Lee Financial
Texas
$2.87K – – –
NECFA
806
New England Capital Financial Advisors
Connecticut
$2.79K – – –
CWC
807
Carolinas Wealth Consulting
North Carolina
$2.42K – – –
CP
808
Castleview Partners
Texas
$2.38K – – –
HB
809
Horizon Bancorp
Indiana
$2K – – –
TFM
810
TFC Financial Management
Massachusetts
$1.81K – – –
FSWA
811
Financial Synergies Wealth Advisors
Texas
$1.56K +$1.56K +19 New
GWSG
812
GPS Wealth Strategies Group
Colorado
$1.39K – – –
ECM
813
Everence Capital Management
Indiana
$1.11K – – –
TFA
814
Transamerica Financial Advisors
Florida
$1K – – –
AW
815
Avion Wealth
Texas
$1K +$987 +12 +71%
HWP
816
Highline Wealth Partners
California
$819 – – –
RFG
817
RFP Financial Group
Georgia
$773 – – –
PCTC
818
Perkins Coie Trust Company
Washington
$654 +$658 +8 New
VCM
819
Versant Capital Management
Arizona
$573 – – –
BAAM
820
Baker Avenue Asset Management
California
$573 +$164 +2 +40%
GFPC
821
Global Financial Private Client
Florida
$490 – – –
TIM
822
Tortoise Investment Management
New York
$410 +$411 +5 New
HWA
823
Heritage Wealth Advisors
Virginia
$328 +$329 +4 New
BFA
824
BBJS Financial Advisors
Washington
$230 -$82 -1 -25%
BWM
825
Baystate Wealth Management
Massachusetts
$168 – – –
31 32
33
34 35

WELL Hedge Fund Activity: Q3 2023 in Review

827 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q3 2023, worth a combined $42.1B — up 5.4% from $39.9B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new WELL positions and 47 closed out — a net gain of 22 holders — while 333 added to existing stakes and 258 trimmed.

The largest buyer was Norges Bank, adding an estimated $788M. The largest seller was JP Morgan Chase, cutting an estimated $164M.

  • 827 institutional investors held Welltower (WELL) as of Q3 2023, up from 812 in Q2 2023.
  • Funds reported $42.1B of Welltower stock for Q3 2023, up 5.4% quarter-over-quarter.
  • 69 funds opened new Welltower positions in Q3 2023 and 47 closed out, a net change of +22 holders.
  • The largest Welltower buyer in Q3 2023 was Norges Bank, an estimated $788M added.
  • The largest Welltower seller in Q3 2023 was JP Morgan Chase, an estimated $164M sold.

Based on aggregated 13F filings for Q3 2023.