Welltower
WELL
933 hedge funds and large institutions have $49.1B invested in Welltower in 2023 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 370 increasing their positions, 261 reducing their positions, and 45 closing their positions.
253% more first-time investments, than exits
New positions opened: 159 | Existing positions closed: 45
115% more call options, than puts
Call options by funds: $168M | Put options by funds: $78.2M
42% more repeat investments, than reductions
Existing positions increased: 370 | Existing positions reduced: 261
17% more capital invested
Capital invested by funds: $42.1B → $49.1B (+$7.1B)
13% more funds holding
Funds holding: 827 → 933 (+106)
6% more funds holding in top 10
Funds holding in top 10: 16 → 17 (+1)
2.75% more ownership
Funds ownership: 98.96% → 101.71% (+2.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.02B |
| 2 |
Morgan Stanley
New York
|
+$573M |
| 3 |
BlackRock
New York
|
+$482M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$449M |
| 5 |
State Street
Boston,
Massachusetts
|
+$270M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$918M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$192M |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$97.5M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
-$78.7M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$74.1M |
WELL Hedge Fund Activity: Q4 2023 in Review
933 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q4 2023, worth a combined $49.1B — up 17% from $42.1B a quarter earlier.
Buyers outnumbered sellers: 159 funds opened new WELL positions and 45 closed out — a net gain of 114 holders — while 370 added to existing stakes and 261 trimmed.
The largest buyer was Bank of America, adding an estimated $1.02B. The largest seller was Wellington Management Group, cutting an estimated $918M.
- 933 institutional investors held Welltower (WELL) as of Q4 2023, up from 827 in Q3 2023.
- Funds reported $49.1B of Welltower stock for Q4 2023, up 17% quarter-over-quarter.
- 159 funds opened new Welltower positions in Q4 2023 and 45 closed out, a net change of +114 holders.
- The largest Welltower buyer in Q4 2023 was Bank of America, an estimated $1.02B added.
- The largest Welltower seller in Q4 2023 was Wellington Management Group, an estimated $918M sold.
Based on aggregated 13F filings for Q4 2023.