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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
AFG
976
Albion Financial Group
Utah
$17.3K – – –
MRCM
977
M&R Capital Management
New Jersey
$17.3K – – –
CFFP
978
Center for Financial Planning
Michigan
$17K – – –
FNWA
979
Financial Network Wealth Advisors
Utah
$17K +$700 +6 +5%
AT
980
Arlington Trust
Alabama
$16.8K – – –
PCA
981
Providence Capital Advisors
North Carolina
$16.5K – – –
WWM
982
Wolff Wiese Magana
California
$16.4K – – –
EWM
983
Evermay Wealth Management
Virginia
$16K -$1.4K -12 -9%
WPA
984
West Paces Advisors
Georgia
$15K – – –
CWP
985
Concord Wealth Partners
Virginia
$14.9K -$3.62K -31 -21%
OLVIG
986
Oliver Lagore Vanvalin Investment Group
Michigan
$14.7K – – –
PCWA
987
Pacific Capital Wealth Advisors
California
$14.7K – – –
VCM
988
Versant Capital Management
Arizona
$14.5K +$5.72K +49 +77%
AWM
989
Abound Wealth Management
Tennessee
$13.5K – – –
DF
990
Dunhill Financial
United Kingdom
$13.4K +$4.2K +36 +52%
CPBTD
991
Central Pacific Bank - Trust Division
Hawaii
$13.3K – – –
IAS
992
IMA Advisory Services
Colorado
$13.2K +$12K +103 New
RF
993
Robinswood Financial
Washington
$12.9K +$3.38K +29 +40%
BC
994
Barrett & Company
Rhode Island
$12.8K – – –
MSFP
995
Mark Sheptoff Financial Planning
Connecticut
$12.8K – – –
WTA
996
Washington Trust Advisors
Massachusetts
$12.8K – – –
EB
997
Eastern Bank
Massachusetts
$12.4K +$11.3K +97 New
Loomis, Sayles & Company
998
Loomis, Sayles & Company
Massachusetts
$12K +$10.9K +93 +9,300%
WAS
999
Winch Advisory Services
Wisconsin
$11.8K -$18.9K -162 -64%
NC
1000
NewSquare Capital
Pennsylvania
$11.3K – – –
38 39
40
41 42

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.