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.
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
Top Buyers
| 1 |
UBS AM
Chicago,
Illinois
|
+$698M |
| 2 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$470M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$464M |
| 4 |
BlackRock
New York
|
+$299M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$210M |
Top Sellers
| 1 |
Norges Bank
Oslo,
Norway
|
-$165M |
| 2 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$153M |
| 3 |
Cohen & Steers
New York
|
-$104M |
| 4 |
Citigroup
New York
|
-$99.7M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$92.9M |
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.