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Welltower
WELL

1,125 hedge funds and large institutions have $78.2B invested in Welltower in 2024 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 462 increasing their positions, 324 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 76

43% more repeat investments, than reductions

Existing positions increased: 462 | Existing positions reduced: 324

10% more funds holding in top 10

Funds holding in top 10: 21 → 23 (+2)

6% more funds holding

Funds holding: 1,059 → 1,125 (+66)

2% more capital invested

Capital invested by funds: $76.9B → $78.2B (+$1.27B)

0.52% more ownership

Funds ownership: 98.7% → 99.23% (+0.52%)

47% less call options, than puts

Call options by funds: $155M | Put options by funds: $295M

Holders
1,125
Holders Change
+66
Holders Change %
+6.23%
% of All Funds
14.82%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.3%
New
157
Increased
462
Reduced
324
Closed
76
Calls
$155M
Puts
$295M
Net Calls
-$140M
Net Calls Change
-$34.2M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$442M
2
Northern Trust
Northern Trust
Illinois
+$386M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$343M
4
Bank of America
Bank of America
North Carolina
+$217M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$178M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$340M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$120M
3
Barclays
Barclays
United Kingdom
-$111M
4
Marshall Wace
Marshall Wace
United Kingdom
-$108M
5
Squarepoint
Squarepoint
New York
-$89.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
1101
Trifecta Capital Advisors
Illinois
$1.89K – – –
AA
1102
Addison Advisors
Vermont
$1.89K +$1.97K +15 New
RPA
1103
Redwood Park Advisors
California
$1.89K +$1.97K +15 New
PWA
1104
Principia Wealth Advisory
Texas
$1.89K +$1.97K +15 New
CAC
1105
Core Alternative Capital
Georgia
$1.76K – – –
FLP
1106
Financial Life Planners
Arizona
$1.68K +$1.71K +13 New
BFPW
1107
BOK Financial Private Wealth
Colorado
$1.64K +$1.71K +13 New
WWA
1108
Wingate Wealth Advisors
Massachusetts
$1.51K +$1.57K +12 New
WCM
1109
WealthTrak Capital Management
Virginia
$1.39K +$1.44K +11 New
CYG
1110
Clean Yield Group
Vermont
$1.39K – – –
JFG
1111
JDM Financial Group
Texas
$1.26K – – –
1IA
1112
1620 Investment Advisors
Massachusetts
$1.2K -$1.31K -10 -53%
SFCL
1113
Strengthening Families & Communities LLC
Massachusetts
$1K – – –
RWM
1114
Ruedi Wealth Management
Illinois
$882 – – –
NRG
1115
Nemes Rush Group
Michigan
$882 +$919 +7 New
WW
1116
Winnow Wealth
Texas
$864 +$919 +7 New
TWD
1117
True Wealth Design
Ohio
$778 +$788 +6 New
FDCP
1118
Foster Dykema Cabot & Partners
Massachusetts
$756 – – –
MRP
1119
Measured Risk Portfolios
California
$756 +$788 +6 New
TCM
1120
TD Capital Management
Tennessee
$641 – – –
CAM
1121
Chesapeake Asset Management
New York
$630 – – –
FGC
1122
Financial Gravity Companies
Texas
$630 – – –
AWM
1123
Activest Wealth Management
Florida
$630 +$656 +5 New
HIMS
1124
Hager Investment Management Services
New Hampshire
$630 +$656 +5 New
SMAM
1125
Sugar Maple Asset Management
Wisconsin
$630 +$656 +5 New
43 44
45
46 47

WELL Hedge Fund Activity: Q4 2024 in Review

1,125 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q4 2024, worth a combined $78.2B — up 1.6% from $76.9B a quarter earlier.

Buyers outnumbered sellers: 157 funds opened new WELL positions and 76 closed out — a net gain of 81 holders — while 462 added to existing stakes and 324 trimmed.

The largest buyer was BlackRock, adding an estimated $442M. The largest seller was JP Morgan Chase, cutting an estimated $340M.

  • 1,125 institutional investors held Welltower (WELL) as of Q4 2024, up from 1,059 in Q3 2024.
  • Funds reported $78.2B of Welltower stock for Q4 2024, up 1.6% quarter-over-quarter.
  • 157 funds opened new Welltower positions in Q4 2024 and 76 closed out, a net change of +81 holders.
  • The largest Welltower buyer in Q4 2024 was BlackRock, an estimated $442M added.
  • The largest Welltower seller in Q4 2024 was JP Morgan Chase, an estimated $340M sold.

Based on aggregated 13F filings for Q4 2024.