Welltower
WELL
1,131 hedge funds and large institutions have $77.9B invested in Welltower in 2024 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 462 increasing their positions, 325 reducing their positions, and 76 closing their positions.
111% more first-time investments, than exits
New positions opened: 160 | Existing positions closed: 76
42% more repeat investments, than reductions
Existing positions increased: 462 | Existing positions reduced: 325
10% more funds holding in top 10
Funds holding in top 10: 21 → 23 (+2)
6% more funds holding
Funds holding: 1,062 → 1,131 (+69)
1% more capital invested
Capital invested by funds: $76.9B → $77.9B (+$934M)
0.56% more ownership
Funds ownership: 98.68% → 99.24% (+0.56%)
47% less call options, than puts
Call options by funds: $155M | Put options by funds: $295M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$442M |
| 2 |
Northern Trust
Chicago,
Illinois
|
+$386M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$343M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$217M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$178M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$340M |
| 2 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$120M |
| 3 |
Barclays
London,
United Kingdom
|
-$111M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$108M |
| 5 |
Squarepoint
New York
|
-$89.1M |
WELL Hedge Fund Activity: Q4 2024 in Review
1,131 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q4 2024, worth a combined $77.9B — up 1.2% from $76.9B a quarter earlier.
Buyers outnumbered sellers: 160 funds opened new WELL positions and 76 closed out — a net gain of 84 holders — while 462 added to existing stakes and 325 trimmed.
The largest buyer was BlackRock, adding an estimated $442M. The largest seller was JP Morgan Chase, cutting an estimated $340M.
- 1,131 institutional investors held Welltower (WELL) as of Q4 2024, up from 1,062 in Q3 2024.
- Funds reported $77.9B of Welltower stock for Q4 2024, up 1.2% quarter-over-quarter.
- 160 funds opened new Welltower positions in Q4 2024 and 76 closed out, a net change of +84 holders.
- The largest Welltower buyer in Q4 2024 was BlackRock, an estimated $442M added.
- The largest Welltower seller in Q4 2024 was JP Morgan Chase, an estimated $340M sold.
Based on aggregated 13F filings for Q4 2024.