Welltower
WELL
812 hedge funds and large institutions have $39.9B invested in Welltower in 2023 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 300 increasing their positions, 258 reducing their positions, and 38 closing their positions.
220% more call options, than puts
Call options by funds: $134M | Put options by funds: $41.8M
108% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 38
16% more repeat investments, than reductions
Existing positions increased: 300 | Existing positions reduced: 258
16% more capital invested
Capital invested by funds: $34.5B → $39.9B (+$5.43B)
13% more funds holding in top 10
Funds holding in top 10: 16 → 18 (+2)
5% more funds holding
Funds holding: 775 → 812 (+37)
0.98% more ownership
Funds ownership: 98.24% → 99.21% (+0.98%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$525M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$282M |
| 3 |
BlackRock
New York
|
+$226M |
| 4 |
JP Morgan Chase
New York
|
+$195M |
| 5 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
+$141M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$485M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$145M |
| 3 |
Daiwa Securities Group
Tokyo,
Japan
|
-$143M |
| 4 |
OIAM
OFI Invest Asset Management
Paris,
France
|
-$84.3M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$71.7M |
WELL Hedge Fund Activity: Q2 2023 in Review
812 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q2 2023, worth a combined $39.9B — up 16% from $34.5B a quarter earlier.
Buyers outnumbered sellers: 79 funds opened new WELL positions and 38 closed out — a net gain of 41 holders — while 300 added to existing stakes and 258 trimmed.
The largest buyer was Capital International Investors, adding an estimated $525M. The largest seller was Cohen & Steers, cutting an estimated $485M.
- 812 institutional investors held Welltower (WELL) as of Q2 2023, up from 775 in Q1 2023.
- Funds reported $39.9B of Welltower stock for Q2 2023, up 16% quarter-over-quarter.
- 79 funds opened new Welltower positions in Q2 2023 and 38 closed out, a net change of +41 holders.
- The largest Welltower buyer in Q2 2023 was Capital International Investors, an estimated $525M added.
- The largest Welltower seller in Q2 2023 was Cohen & Steers, an estimated $485M sold.
Based on aggregated 13F filings for Q2 2023.