Welltower
WELL
785 hedge funds and large institutions have $29.9B invested in Welltower in 2022 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 325 increasing their positions, 241 reducing their positions, and 83 closing their positions.
35% more repeat investments, than reductions
Existing positions increased: 325 | Existing positions reduced: 241
0.37% more ownership
Funds ownership: 100.03% → 100.4% (+0.37%)
4% less funds holding
Funds holding: 817 → 785 (-32)
20% less capital invested
Capital invested by funds: $37.4B → $29.9B (-$7.46B)
22% less funds holding in top 10
Funds holding in top 10: 18 → 14 (-4)
25% less first-time investments, than exits
New positions opened: 62 | Existing positions closed: 83
36% less call options, than puts
Call options by funds: $77.6M | Put options by funds: $120M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$616M |
| 2 |
Cohen & Steers
New York
|
+$470M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
+$174M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$131M |
| 5 |
Daiwa Securities Group
Tokyo,
Japan
|
+$116M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$275M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$258M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$200M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$116M |
| 5 |
JP Morgan Chase
New York
|
-$83.4M |
WELL Hedge Fund Activity: Q3 2022 in Review
785 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q3 2022, worth a combined $29.9B — down 20% from $37.4B a quarter earlier.
Sellers outnumbered buyers: 83 funds closed out of WELL and 62 opened new positions — a net loss of 21 holders — while 241 trimmed existing stakes and 325 added.
The largest buyer was Wellington Management Group, adding an estimated $616M. The largest seller was Fidelity Investments, cutting an estimated $275M.
- 785 institutional investors held Welltower (WELL) as of Q3 2022, down from 817 in Q2 2022.
- Funds reported $29.9B of Welltower stock for Q3 2022, down 20% quarter-over-quarter.
- 62 funds opened new Welltower positions in Q3 2022 and 83 closed out, a net change of -21 holders.
- The largest Welltower buyer in Q3 2022 was Wellington Management Group, an estimated $616M added.
- The largest Welltower seller in Q3 2022 was Fidelity Investments, an estimated $275M sold.
Based on aggregated 13F filings for Q3 2022.