Welltower
WELL
808 hedge funds and large institutions have $36.6B invested in Welltower in 2021 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 297 increasing their positions, 260 reducing their positions, and 57 closing their positions.
109% more capital inflows, than outflows
Capital inflows: $3.12B | Capital outflows: $1.49B
105% more first-time investments, than exits
New positions opened: 117 | Existing positions closed: 57
14% more repeat investments, than reductions
Existing positions increased: 297 | Existing positions reduced: 260
6% more funds holding
Funds holding: 762 → 808 (+46)
1.63% more ownership
Funds ownership: 96.56% → 98.19% (+1.6%)
0% more funds holding in top 10
Funds holding in top 10: 12 → 12 (0)
13% less call options, than puts
Call options by funds: $126M | Put options by funds: $145M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$554M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$323M |
| 3 |
BlackRock
New York
|
+$297M |
| 4 |
Credit Agricole
Montrouge Cedex,
France
|
+$217M |
| 5 |
State Street
Boston,
Massachusetts
|
+$214M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$571M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
-$104M |
| 3 |
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
-$92.5M |
| 4 |
HealthCor Management
New York
|
-$50.9M |
| 5 |
Natixis
Paris,
France
|
-$45.5M |
WELL Hedge Fund Activity: Q4 2021 in Review
808 of the 6,522 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q4 2021, worth a combined $36.6B — up 8.9% from $33.6B a quarter earlier.
Buyers outnumbered sellers: 117 funds opened new WELL positions and 57 closed out — a net gain of 60 holders — while 297 added to existing stakes and 260 trimmed.
The largest buyer was Cohen & Steers, adding an estimated $554M. The largest seller was T. Rowe Price Associates, cutting an estimated $571M.
- 808 institutional investors held Welltower (WELL) as of Q4 2021, up from 762 in Q3 2021.
- Funds reported $36.6B of Welltower stock for Q4 2021, up 8.9% quarter-over-quarter.
- 117 funds opened new Welltower positions in Q4 2021 and 57 closed out, a net change of +60 holders.
- The largest Welltower buyer in Q4 2021 was Cohen & Steers, an estimated $554M added.
- The largest Welltower seller in Q4 2021 was T. Rowe Price Associates, an estimated $571M sold.
Based on aggregated 13F filings for Q4 2021.