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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
FAFN
801
First Affirmative Financial Network
Colorado
$235K +$214K +1,838 New
CFA
802
Cahill Financial Advisors
Minnesota
$233K +$213K +1,822 New
RCP
803
Rothschild Capital Partners
New York
$232K +$212K +1,814 New
AIA
804
Angeles Investment Advisors
California
$230K +$210K +1,798 New
VR
805
Valued Retirements
Texas
$229K +$209K +1,790 New
XF
806
XML Financial
Maryland
$229K +$209K +1,789 New
CH
807
Cromwell Holdings
Wyoming
$228K – – –
HIC
808
Holderness Investments Company
North Carolina
$228K +$207K +1,777 New
MGIA
809
Moneta Group Investment Advisors
Missouri
$227K +$207K +1,776 New
CCG
810
Catalina Capital Group
California
$227K +$207K +1,774 New
DWP
811
Daymark Wealth Partners
Ohio
$225K +$205K +1,757 New
GIA
812
Gateway Investment Advisers
Ohio
$225K +$205K +1,754 New
CAM
813
Cidel Asset Management
Ontario, Canada
$224K +$204K +1,751 New
CIBC Private Wealth Group
814
CIBC Private Wealth Group
Georgia
$224K -$32.6K -279 -14%
MWM
815
Modera Wealth Management
New Jersey
$223K +$204K +1,745 New
FCP
816
Fidelis Capital Partners
Florida
$222K +$196K +1,681 New
WEG
817
World Equity Group
Illinois
$221K +$202K +1,729 New
SEIA
818
Signature Estate & Investment Advisors
California
$220K +$201K +1,722 New
IC
819
Iconiq Capital
California
$220K +$201K +1,719 New
ACM
820
Advisors Capital Management
New Jersey
$220K +$200K +1,714 New
CTA
821
Colonial Trust Advisors
South Carolina
$220K – – –
BIG
822
Brooklyn Investment Group
New York
$219K +$200K +1,712 New
SCP
823
Sivia Capital Partners
California
$219K +$200K +1,710 New
LIM
824
Leavell Investment Management
Alabama
$218K +$198K +1,700 New
MC
825
Middleton & Co
Massachusetts
$218K +$198K +1,700 New
31 32
33
34 35

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.