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Welltower

827 hedge funds and large institutions have $42.1B invested in Welltower in 2023 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 333 increasing their positions, 258 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $120M | Put options by funds: $51.2M

47% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 47

29% more repeat investments, than reductions

Existing positions increased: 333 | Existing positions reduced: 258

5% more capital invested

Capital invested by funds: $39.9B → $42.1B (+$2.15B)

2% more funds holding

Funds holding: 812827 (+15)

0.26% less ownership

Funds ownership: 99.21%98.96% (-0.26%)

11% less funds holding in top 10

Funds holding in top 10: 1816 (-2)

Holders
827
Holders Change
+15
Holders Change %
+1.85%
% of All Funds
13.12%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.25%
New
69
Increased
333
Reduced
258
Closed
47
Calls
$120M
Puts
$51.2M
Net Calls
+$68.6M
Net Calls Change
-$23.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.62B +$177M +2,156,673 +3%
BlackRock
2
BlackRock
New York
$4.31B -$64.5M -783,760 -1%
Cohen & Steers
3
Cohen & Steers
New York
$3.34B +$227M +2,760,840 +7%
State Street
4
State Street
Massachusetts
$2.66B +$23.8M +289,360 +0.9%
Norges Bank
5
Norges Bank
Norway
$2.23B +$788M +9,578,500 +54%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$2.2B -$23.3M -283,817 -1%
Capital International Investors
7
Capital International Investors
California
$1.78B +$31.9M +387,747 +2%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$1.17B -$15.6M -189,666 -1%
Principal Financial Group
9
Principal Financial Group
Iowa
$1.06B +$214M +2,596,718 +25%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$991M +$49.3M +599,465 +5%
Invesco
11
Invesco
Georgia
$695M +$130M +1,581,084 +23%
Daiwa Securities Group
12
Daiwa Securities Group
Japan
$646M -$10.7M -129,606 -2%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$597M +$100M +1,215,748 +20%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$594M +$22.4M +272,017 +4%
Legal & General Group
15
Legal & General Group
United Kingdom
$543M +$3.95M +48,051 +0.7%
Northern Trust
16
Northern Trust
Illinois
$542M +$9.76M +118,656 +2%
Morgan Stanley
17
Morgan Stanley
New York
$540M +$17.2M +208,711 +3%
JP Morgan Chase
18
JP Morgan Chase
New York
$455M -$164M -1,999,254 -26%
RC
19
Resolution Capital
Australia
$449M +$4.04M +49,182 +0.9%
Charles Schwab
20
Charles Schwab
California
$441M +$22.2M +270,251 +5%
UBS AM
21
UBS AM
Illinois
$408M +$36.5M +443,815 +10%
CIM
22
Centersquare Investment Management
Pennsylvania
$367M -$13.3M -162,191 -3%
Deutsche Bank
23
Deutsche Bank
Germany
$349M -$120M -1,458,308 -25%
N
24
Nuveen
North Carolina
$335M +$52.9M +643,022 +19%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$326M -$5.7M -69,312 -2%

WELL Hedge Fund Activity: Q3 2023 in Review

827 of the 6,301 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: 69 funds opened new WELL positions and 47 closed out — a net gain of 22 holders — while 333 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.

  • 827 institutional investors held Welltower (WELL) as of Q3 2023, up from 812 in Q2 2023.
  • Funds reported $42.1B of Welltower stock for Q3 2023, up 5.4% quarter-over-quarter.
  • 69 funds opened new Welltower positions in Q3 2023 and 47 closed out, a net change of +22 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.