Welltower
WELL
826 hedge funds and large institutions have $42.1B invested in Welltower in 2023 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 332 increasing their positions, 258 reducing their positions, and 47 closing their positions.
134% more call options, than puts
Call options by funds: $120M | Put options by funds: $51.2M
43% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 47
29% more repeat investments, than reductions
Existing positions increased: 332 | Existing positions reduced: 258
5% more capital invested
Capital invested by funds: $39.9B → $42.1B (+$2.15B)
2% more funds holding
Funds holding: 813 → 826 (+13)
0.26% less ownership
Funds ownership: 99.21% → 98.95% (-0.26%)
11% less funds holding in top 10
Funds holding in top 10: 18 → 16 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$788M |
| 2 |
Cohen & Steers
New York
|
+$227M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
+$214M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$177M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$130M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$164M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$120M |
| 3 |
BlackRock
New York
|
-$64.5M |
| 4 |
ZP
Zimmer Partners
New York
|
-$40.4M |
| 5 |
HS
Hazelview Securities
Toronto,
Ontario, Canada
|
-$39.6M |
WELL Hedge Fund Activity: Q3 2023 in Review
826 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q3 2023, worth a combined $42.1B — up 5.4% from $39.9B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new WELL positions and 47 closed out — a net gain of 20 holders — while 332 added to existing stakes and 258 trimmed.
The largest buyer was Norges Bank, adding an estimated $788M. The largest seller was JP Morgan Chase, cutting an estimated $164M.
- 826 institutional investors held Welltower (WELL) as of Q3 2023, up from 813 in Q2 2023.
- Funds reported $42.1B of Welltower stock for Q3 2023, up 5.4% quarter-over-quarter.
- 67 funds opened new Welltower positions in Q3 2023 and 47 closed out, a net change of +20 holders.
- The largest Welltower buyer in Q3 2023 was Norges Bank, an estimated $788M added.
- The largest Welltower seller in Q3 2023 was JP Morgan Chase, an estimated $164M sold.
Based on aggregated 13F filings for Q3 2023.