Welltower
WELL
740 hedge funds and large institutions have $24.5B invested in Welltower in 2020 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 224 increasing their positions, 306 reducing their positions, and 57 closing their positions.
82% more first-time investments, than exits
New positions opened: 104 | Existing positions closed: 57
29% more call options, than puts
Call options by funds: $85.1M | Put options by funds: $65.8M
17% more capital invested
Capital invested by funds: $21B → $24.5B (+$3.5B)
5% more funds holding
Funds holding: 702 → 740 (+38)
0.82% less ownership
Funds ownership: 91.51% → 90.69% (-0.82%)
8% less funds holding in top 10
Funds holding in top 10: 13 → 12 (-1)
27% less repeat investments, than reductions
Existing positions increased: 224 | Existing positions reduced: 306
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$354M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$254M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$253M |
| 4 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
+$140M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
+$123M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$995M |
| 2 |
Goldman Sachs
New York
|
-$94.5M |
| 3 |
LPC
Long Pond Capital
New York
|
-$76.9M |
| 4 |
Daiwa Securities Group
Tokyo,
Japan
|
-$62.1M |
| 5 |
Russell Investments Group
London,
United Kingdom
|
-$52.7M |
WELL Hedge Fund Activity: Q4 2020 in Review
740 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q4 2020, worth a combined $24.5B — up 17% from $21B a quarter earlier.
Buyers outnumbered sellers: 104 funds opened new WELL positions and 57 closed out — a net gain of 47 holders — while 224 added to existing stakes and 306 trimmed.
The largest buyer was Vanguard Group, adding an estimated $354M. The largest seller was Cohen & Steers, cutting an estimated $995M.
- 740 institutional investors held Welltower (WELL) as of Q4 2020, up from 702 in Q3 2020.
- Funds reported $24.5B of Welltower stock for Q4 2020, up 17% quarter-over-quarter.
- 104 funds opened new Welltower positions in Q4 2020 and 57 closed out, a net change of +47 holders.
- The largest Welltower buyer in Q4 2020 was Vanguard Group, an estimated $354M added.
- The largest Welltower seller in Q4 2020 was Cohen & Steers, an estimated $995M sold.
Based on aggregated 13F filings for Q4 2020.