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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
SCM
926
Silvant Capital Management
Georgia
$44.6K – – –
PTC
927
Private Trust Company
Ohio
$44.4K -$1.05K -9 -3%
PSB
928
Piscataqua Savings Bank
New Hampshire
$43.3K – – –
IBOK
929
Independence Bank of Kentucky
Kentucky
$42.6K +$38.9K +333 New
NFSG
930
Newbridge Financial Services Group
Florida
$41.4K -$2.33K -20 -6%
FMP
931
Financial Management Professionals
Texas
$41K +$1.87K +16 +5%
WFA
932
West Financial Advisors
Iowa
$41K – – –
MAM
933
Meeder Asset Management
Ohio
$39.9K +$3.38K +29 +10%
CA
934
Claris Advisors
Missouri
$39.3K +$35.8K +307 New
JFA
935
JNBA Financial Advisors
Minnesota
$38.5K – – –
IWP
936
IAG Wealth Partners
Wisconsin
$38.4K – – –
CA
937
Centerpoint Advisors
Massachusetts
$38K – – –
RA
938
Rise Advisors
New York
$37.8K +$233 +2 +0.7%
FFO
939
Fortitude Family Office
Arizona
$37K +$9.1K +78 +37%
BIA
940
Bell Investment Advisors
California
$36.2K -$817 -7 -2%
TH
941
TCTC Holdings
Texas
$36.1K -$114K -980 -78%
MIM
942
Manitou Investment Management
Ontario, Canada
$34.6K – – –
TCM
943
TruNorth Capital Management
Michigan
$33.4K – – –
GKIM
944
GW&K Investment Management
Massachusetts
$33K +$6.65K +57 +28%
AWM
945
Avior Wealth Management
Nebraska
$32.2K +$350 +3 +1%
CTWM
946
Cherry Tree Wealth Management
Minnesota
$32K – – –
NB
947
NBT Bank
New York
$29.9K +$10.9K +93 +66%
SIC
948
Salem Investment Counselors
North Carolina
$29.6K – – –
BWAM
949
Boyd Watterson Asset Management
Ohio
$29.2K – – –
OA
950
Operose Advisors
Wisconsin
$28.8K – – –
36 37
38
39 40

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.