Welltower
WELL
817 hedge funds and large institutions have $37.4B invested in Welltower in 2022 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 316 increasing their positions, 257 reducing their positions, and 89 closing their positions.
23% more repeat investments, than reductions
Existing positions increased: 316 | Existing positions reduced: 257
6% more funds holding in top 10
Funds holding in top 10: 17 → 18 (+1)
1.52% more ownership
Funds ownership: 98.51% → 100.03% (+1.5%)
10% more call options, than puts
Call options by funds: $151M | Put options by funds: $137M
3% less funds holding
Funds holding: 845 → 817 (-28)
11% less capital invested
Capital invested by funds: $42.1B → $37.4B (-$4.78B)
17% less first-time investments, than exits
New positions opened: 74 | Existing positions closed: 89
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$376M |
| 2 |
BlackRock
New York
|
+$321M |
| 3 |
MSE
MUFG Securities EMEA
London,
United Kingdom
|
+$272M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$222M |
| 5 |
Morgan Stanley
New York
|
+$123M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$94.8M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$50.3M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$42.2M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$38.5M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$35.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
901
AssetMark Inc
Concord,
California
| – | -$1K | -9 | Closed |
|
|
CWP
902
Concord Wealth Partners
Abingdon,
Virginia
| – | -$1K | -8 | Closed |
|
WELL Hedge Fund Activity: Q2 2022 in Review
817 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q2 2022, worth a combined $37.4B — down 11% from $42.1B a quarter earlier.
Sellers outnumbered buyers: 89 funds closed out of WELL and 74 opened new positions — a net loss of 15 holders — while 257 trimmed existing stakes and 316 added.
The largest buyer was Wellington Management Group, adding an estimated $376M. The largest seller was Cohen & Steers, cutting an estimated $94.8M.
- 817 institutional investors held Welltower (WELL) as of Q2 2022, down from 845 in Q1 2022.
- Funds reported $37.4B of Welltower stock for Q2 2022, down 11% quarter-over-quarter.
- 74 funds opened new Welltower positions in Q2 2022 and 89 closed out, a net change of -15 holders.
- The largest Welltower buyer in Q2 2022 was Wellington Management Group, an estimated $376M added.
- The largest Welltower seller in Q2 2022 was Cohen & Steers, an estimated $94.8M sold.
Based on aggregated 13F filings for Q2 2022.