Welltower
WELL
798 hedge funds and large institutions have $30.5B invested in Welltower in 2022 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 297 increasing their positions, 270 reducing their positions, and 64 closing their positions.
55% more first-time investments, than exits
New positions opened: 99 | Existing positions closed: 64
29% more funds holding in top 10
Funds holding in top 10: 14 → 18 (+4)
10% more repeat investments, than reductions
Existing positions increased: 297 | Existing positions reduced: 270
2% more funds holding
Funds holding: 785 → 798 (+13)
2% more capital invested
Capital invested by funds: $29.9B → $30.5B (+$592M)
0.7% less ownership
Funds ownership: 100.4% → 99.71% (-0.7%)
62% less call options, than puts
Call options by funds: $72.1M | Put options by funds: $191M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$474M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$223M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
+$218M |
| 4 |
Daiwa Securities Group
Tokyo,
Japan
|
+$106M |
| 5 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
+$103M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MSE
MUFG Securities EMEA
London,
United Kingdom
|
-$196M |
| 2 |
RC
Resolution Capital
Sydney, NSW,
Australia
|
-$119M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$118M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$95.5M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$94.9M |
WELL Hedge Fund Activity: Q4 2022 in Review
798 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q4 2022, worth a combined $30.5B — up 2% from $29.9B a quarter earlier.
Buyers outnumbered sellers: 99 funds opened new WELL positions and 64 closed out — a net gain of 35 holders — while 297 added to existing stakes and 270 trimmed.
The largest buyer was Cohen & Steers, adding an estimated $474M. The largest seller was MUFG Securities EMEA, exiting entirely with an estimated $196M sold.
- 798 institutional investors held Welltower (WELL) as of Q4 2022, up from 785 in Q3 2022.
- Funds reported $30.5B of Welltower stock for Q4 2022, up 2% quarter-over-quarter.
- 99 funds opened new Welltower positions in Q4 2022 and 64 closed out, a net change of +35 holders.
- The largest Welltower buyer in Q4 2022 was Cohen & Steers, an estimated $474M added.
- The largest Welltower seller in Q4 2022 was MUFG Securities EMEA, an estimated $196M sold.
Based on aggregated 13F filings for Q4 2022.