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Welltower
WELL

Overview Fund Activity

1,211 hedge funds and large institutions have $92.5B invested in Welltower in 2025 Q1 according to their latest regulatory filings, with 188 funds opening new positions, 522 increasing their positions, 331 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,211
Holders Change
+100
Holders Change %
+9%
% of All Funds
16.45%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.37%
New
188
Increased
522
Reduced
331
Closed
67
Calls
$279M
Puts
$230M
Net Calls
+$49.7M
Net Calls Change
+$190M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$6.53B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.37B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$3.26B
4
Morgan Stanley
Morgan Stanley
New York
$1.41B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$2.69B

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$14.2B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.19B
3
Cohen & Steers
Cohen & Steers
New York
$5.49B
4
ZP
Zimmer Partners
New York
$284M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$14.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Canada Pension Plan Investment Board
226
Canada Pension Plan Investment Board
Ontario, Canada
$14.8M -$173M -1,127,269 -92%
KeyBank National Association
227
KeyBank National Association
Ohio
$14.6M -$589K -3,847 -4%
TG
228
TCW Group
California
$14.6M -$1.45M -9,447 -9%
X
229
Xponance
Pennsylvania
$14.5M +$732K +4,776 +5%
CIBC Asset Management
230
CIBC Asset Management
Ontario, Canada
$14.3M +$549K +3,586 +4%
Lido Advisors
231
Lido Advisors
California
$14.2M +$3.47M +22,636 +32%
HighTower Advisors
232
HighTower Advisors
Illinois
$14.1M +$672K +4,386 +5%
Commonwealth Equity Services
233
Commonwealth Equity Services
Massachusetts
$13.8M +$710K +4,631 +5%
NYLIM
234
New York Life Investment Management
New York
$13.8M +$328K +2,144 +2%
PFSRSONJ
235
Police & Firemen's Retirement System of New Jersey
New Jersey
$13.7M – – –
NAAA
236
New Age Alpha Advisors
New York
$13.4M -$4.85M -31,667 -27%
Mirae Asset Global ETFs Holdings
237
Mirae Asset Global ETFs Holdings
Hong Kong
$13.4M +$616K +4,023 +5%
EAM
238
Erste Asset Management
Austria
$13.2M +$5.59M +36,407 +74%
Mariner
239
Mariner
Kansas
$13.1M +$733K +4,784 +6%
VVP
240
Venture Visionary Partners
Ohio
$13.1M +$497K +3,242 +4%
WBC
241
Westpac Banking Corp
Australia
$13M -$636K -4,150 -5%
Public Employees Retirement Association of Colorado
242
Public Employees Retirement Association of Colorado
Colorado
$12.9M +$2.15K +14 +0%
QCM
243
QRG Capital Management
Illinois
$12.7M +$888K +5,795 +7%
ATN
244
AMF Tjänstepension
Sweden
$12.7M – – –
CAPTRUST Financial Advisors
245
CAPTRUST Financial Advisors
North Carolina
$12.6M +$125K +817 +1%
AP
246
Appleton Partners
Massachusetts
$12.5M +$8.51M +55,511 +213%
GCA
247
GSI Capital Advisors
California
$12.5M +$1.23M +8,037 +11%
TAF
248
Tredje AP-fonden
Sweden
$12.5M – – –
Jones Financial Companies
249
Jones Financial Companies
Missouri
$12.5M +$3.11M +20,244 +33%
Fifth Third Bancorp
250
Fifth Third Bancorp
Ohio
$12.3M +$3.37M +21,988 +38%
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