Welltower
WELL
756 hedge funds and large institutions have $33.4B invested in Welltower in 2021 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 268 increasing their positions, 265 reducing their positions, and 58 closing their positions.
50% more first-time investments, than exits
New positions opened: 87 | Existing positions closed: 58
24% more call options, than puts
Call options by funds: $128M | Put options by funds: $104M
22% more capital invested
Capital invested by funds: $27.4B → $33.4B (+$5.98B)
18% more funds holding in top 10
Funds holding in top 10: 11 → 13 (+2)
4.55% more ownership
Funds ownership: 91.83% → 96.38% (+4.6%)
3% more funds holding
Funds holding: 734 → 756 (+22)
1% more repeat investments, than reductions
Existing positions increased: 268 | Existing positions reduced: 265
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$737M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$162M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$161M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$126M |
| 5 |
ZP
Zimmer Partners
New York
|
+$125M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
AEW Capital Management
Boston,
Massachusetts
|
-$86.4M |
| 2 |
LIMS
Lasalle Investment Management Securities
Baltimore,
Maryland
|
-$69.5M |
| 3 |
Daiwa Securities Group
Tokyo,
Japan
|
-$60.8M |
| 4 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
-$59.4M |
| 5 |
CCM
Camber Capital Management
Boston,
Massachusetts
|
-$58M |
WELL Hedge Fund Activity: Q2 2021 in Review
756 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q2 2021, worth a combined $33.4B — up 22% from $27.4B a quarter earlier.
Buyers outnumbered sellers: 87 funds opened new WELL positions and 58 closed out — a net gain of 29 holders — while 268 added to existing stakes and 265 trimmed.
The largest buyer was Cohen & Steers, adding an estimated $737M. The largest seller was AEW Capital Management, cutting an estimated $86.4M.
- 756 institutional investors held Welltower (WELL) as of Q2 2021, up from 734 in Q1 2021.
- Funds reported $33.4B of Welltower stock for Q2 2021, up 22% quarter-over-quarter.
- 87 funds opened new Welltower positions in Q2 2021 and 58 closed out, a net change of +29 holders.
- The largest Welltower buyer in Q2 2021 was Cohen & Steers, an estimated $737M added.
- The largest Welltower seller in Q2 2021 was AEW Capital Management, an estimated $86.4M sold.
Based on aggregated 13F filings for Q2 2021.