Welltower
WELL
1,063 hedge funds and large institutions have $76.9B invested in Welltower in 2024 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 406 increasing their positions, 356 reducing their positions, and 63 closing their positions.
116% more first-time investments, than exits
New positions opened: 136 | Existing positions closed: 63
96% more capital inflows, than outflows
Capital inflows: $3.98B | Capital outflows: $2.03B
14% more repeat investments, than reductions
Existing positions increased: 406 | Existing positions reduced: 356
6% more funds holding
Funds holding: 1,002 → 1,063 (+61)
0.83% more ownership
Funds ownership: 97.85% → 98.68% (+0.83%)
5% less funds holding in top 10
Funds holding in top 10: 22 → 21 (-1)
39% less call options, than puts
Call options by funds: $176M | Put options by funds: $291M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
+$698M |
| 2 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$470M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$464M |
| 4 |
BlackRock
New York
|
+$299M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$210M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$165M |
| 2 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$153M |
| 3 |
Cohen & Steers
New York
|
-$104M |
| 4 |
Citigroup
New York
|
-$100M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$92.9M |
WELL Hedge Fund Activity: Q3 2024 in Review
1,063 of the 6,985 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q3 2024, worth a combined $76.9B — up 26% from $61B a quarter earlier.
Buyers outnumbered sellers: 136 funds opened new WELL positions and 63 closed out — a net gain of 73 holders — while 406 added to existing stakes and 356 trimmed.
The largest buyer was UBS AM, adding an estimated $698M. The largest seller was Norges Bank, cutting an estimated $165M.
- 1,063 institutional investors held Welltower (WELL) as of Q3 2024, up from 1,002 in Q2 2024.
- Funds reported $76.9B of Welltower stock for Q3 2024, up 26% quarter-over-quarter.
- 136 funds opened new Welltower positions in Q3 2024 and 63 closed out, a net change of +73 holders.
- The largest Welltower buyer in Q3 2024 was UBS AM, an estimated $698M added.
- The largest Welltower seller in Q3 2024 was Norges Bank, an estimated $165M sold.
Based on aggregated 13F filings for Q3 2024.