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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
SFCL
1051
Strengthening Families & Communities LLC
Massachusetts
$768 – – –
FDCP
1052
Foster Dykema Cabot & Partners
Massachusetts
$768 +$700 +6 New
TCM
1053
TD Capital Management
Tennessee
$648 – – –
CAM
1054
Chesapeake Asset Management
New York
$640 +$583 +5 New
FGC
1055
Financial Gravity Companies
Texas
$640 +$583 +5 New
CAM
1056
ClariVest Asset Management
California
$620 – – –
A
1057
AlphaQuest
New York
$256 -$339K -2,909 -100%
MFG
1058
Mendota Financial Group
Wisconsin
$129 +$117 +1 New
CMP
1059
Coston McIsaac & Partners
Maine
$14 – – –
Voloridge Investment Management
1060
Voloridge Investment Management
Florida
– -$12.9M -123,509 Closed
Two Sigma Investments
1061
Two Sigma Investments
New York
– -$12.9M -123,300 Closed
CM
1062
Cercano Management
Washington
– -$12.1M -115,822 Closed
QT
1063
Quantbot Technologies
New York
– -$4.55M -43,676 Closed
ECM
1064
ExodusPoint Capital Management
New York
– -$4.07M -39,074 Closed
JFG
1065
Jefferies Financial Group
New York
– -$3.7M -35,499 Closed
FC
1066
FORA Capital
Florida
– -$2.61M -25,080 Closed
XT
1067
XTX Topco
Cayman Islands
– -$2.52M -24,135 Closed
LA
1068
LBP AM
France
– -$2.36M -22,626 Closed
AGM
1069
Alpine Global Management
New York
– -$2.29M -22,000 Closed
LMIM
1070
Lockheed Martin Investment Management
Maryland
– -$1.5M -14,350 Closed
ET
1071
Entropy Technologies
New York
– -$1.44M -13,794 Closed
SW
1072
Simplicity Wealth
New Jersey
– -$1.27M -12,155 Closed
PS
1073
Presima Securities
Quebec, Canada
– -$1.24M -11,937 Closed
NRD
1074
Nebula Research & Development
New York
– -$1.05M -10,033 Closed
CAS
1075
CTC Alternative Strategies
Illinois
– -$1.04M -9,997 Closed
41 42
43
44 45

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.