Welltower
WELL
846 hedge funds and large institutions have $42.3B invested in Welltower in 2022 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 310 increasing their positions, 280 reducing their positions, and 52 closing their positions.
98% more first-time investments, than exits
New positions opened: 103 | Existing positions closed: 52
65% more capital inflows, than outflows
Capital inflows: $2.92B | Capital outflows: $1.77B
42% more funds holding in top 10
Funds holding in top 10: 12 → 17 (+5)
19% more call options, than puts
Call options by funds: $140M | Put options by funds: $117M
11% more repeat investments, than reductions
Existing positions increased: 310 | Existing positions reduced: 280
5% more funds holding
Funds holding: 808 → 846 (+38)
0.31% more ownership
Funds ownership: 98.19% → 98.49% (+0.31%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$842M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$309M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$253M |
| 4 |
State Street
Boston,
Massachusetts
|
+$222M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$115M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$262M |
| 2 |
Credit Agricole
Montrouge Cedex,
France
|
-$227M |
| 3 |
Cullen Capital Management
New York
|
-$142M |
| 4 |
BlackRock
New York
|
-$122M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$120M |
WELL Hedge Fund Activity: Q1 2022 in Review
846 of the 6,364 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q1 2022, worth a combined $42.3B — up 15% from $36.6B a quarter earlier.
Buyers outnumbered sellers: 103 funds opened new WELL positions and 52 closed out — a net gain of 51 holders — while 310 added to existing stakes and 280 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $842M. The largest seller was T. Rowe Price Associates, cutting an estimated $262M.
- 846 institutional investors held Welltower (WELL) as of Q1 2022, up from 808 in Q4 2021.
- Funds reported $42.3B of Welltower stock for Q1 2022, up 15% quarter-over-quarter.
- 103 funds opened new Welltower positions in Q1 2022 and 52 closed out, a net change of +51 holders.
- The largest Welltower buyer in Q1 2022 was Wellington Management Group, an estimated $842M added.
- The largest Welltower seller in Q1 2022 was T. Rowe Price Associates, an estimated $262M sold.
Based on aggregated 13F filings for Q1 2022.