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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
LI
826
Lafayette Investments
Maryland
$218K +$198K +1,699 New
CIAS
827
Capital Investment Advisory Services
North Carolina
$216K +$197K +1,690 New
CFP
828
Catalyst Financial Partners
Massachusetts
$216K +$197K +1,690 New
WMA
829
West Michigan Advisors
Michigan
$216K +$197K +1,690 New
WFI
830
West Family Investments
California
$215K +$196K +1,679 New
IF
831
Intrua Financial
Texas
$215K -$405K -3,474 -67%
FNBT
832
FineMark National Bank & Trust
Florida
$212K -$159K -1,359 -45%
FFN
833
Focus Financial Network
Minnesota
$212K +$193K +1,657 New
HAIM
834
Hunter Associates Investment Management
Pennsylvania
$212K +$193K +1,650 New
LIG
835
Lokken Investment Group
Delaware
$212K +$193K +1,654 New
AWM
836
Aberdeen Wealth Management
Illinois
$211K +$193K +1,650 New
MBTD
837
Mechanics Bank - Trust Department
California
$211K +$192K +1,649 New
AWM
838
Accurate Wealth Management
Florida
$211K +$190K +1,630 New
PCP
839
Proficio Capital Partners
Massachusetts
$209K -$247K -2,113 -56%
AWM
840
AE Wealth Management
Kansas
$207K -$141K -1,211 -43%
WKWM
841
Walter & Keenan Wealth Management
Indiana
$207K +$188K +1,613 New
SCA
842
Stonebridge Capital Advisors
Minnesota
$206K +$188K +1,608 New
GSEP
843
Golden State Equity Partners
California
$206K -$137K -1,175 -42%
HIA
844
Harbor Investment Advisory
Maryland
$204K -$350 -3 -0.2%
BCMLT
845
Beacon Capital Management LLC (Tennessee)
Tennessee
$204K +$24.7K +212 +15%
RPWA
846
Regent Peak Wealth Advisors
Georgia
$204K +$186K +1,590 New
TPCW
847
TD Private Client Wealth
New York
$203K +$4.32K +37 +2%
LWM
848
Liberty Wealth Management
California
$203K +$185K +1,587 New
BWL
849
Bogart Wealth LLC
Virginia
$194K – – –
RTC
850
Riverview Trust Company
Washington
$193K -$9.1K -78 -5%
32 33
34
35 36

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.