Welltower
WELL
964 hedge funds and large institutions have $52.6B invested in Welltower in 2024 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 395 increasing their positions, 314 reducing their positions, and 58 closing their positions.
88% more call options, than puts
Call options by funds: $151M | Put options by funds: $80.2M
66% more first-time investments, than exits
New positions opened: 96 | Existing positions closed: 58
26% more repeat investments, than reductions
Existing positions increased: 395 | Existing positions reduced: 314
18% more funds holding in top 10
Funds holding in top 10: 17 → 20 (+3)
8% more capital invested
Capital invested by funds: $48.6B → $52.6B (+$4.02B)
3% more funds holding
Funds holding: 934 → 964 (+30)
1.56% less ownership
Funds ownership: 100.61% → 99.05% (-1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$553M |
| 2 |
ZP
Zimmer Partners
New York
|
+$300M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$295M |
| 4 |
JP Morgan Chase
New York
|
+$180M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$172M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DPIM
Duff & Phelps Investment Management
Chicago,
Illinois
|
-$190M |
| 2 |
State Street
Boston,
Massachusetts
|
-$189M |
| 3 |
Cohen & Steers
New York
|
-$119M |
| 4 |
Barclays
London,
United Kingdom
|
-$77.6M |
| 5 |
Goldman Sachs
New York
|
-$76.2M |
WELL Hedge Fund Activity: Q1 2024 in Review
964 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q1 2024, worth a combined $52.6B — up 8.3% from $48.6B a quarter earlier.
Buyers outnumbered sellers: 96 funds opened new WELL positions and 58 closed out — a net gain of 38 holders — while 395 added to existing stakes and 314 trimmed.
The largest buyer was Capital International Investors, adding an estimated $553M. The largest seller was Duff & Phelps Investment Management, exiting entirely with an estimated $190M sold.
- 964 institutional investors held Welltower (WELL) as of Q1 2024, up from 934 in Q4 2023.
- Funds reported $52.6B of Welltower stock for Q1 2024, up 8.3% quarter-over-quarter.
- 96 funds opened new Welltower positions in Q1 2024 and 58 closed out, a net change of +38 holders.
- The largest Welltower buyer in Q1 2024 was Capital International Investors, an estimated $553M added.
- The largest Welltower seller in Q1 2024 was Duff & Phelps Investment Management, an estimated $190M sold.
Based on aggregated 13F filings for Q1 2024.