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Welltower

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
Name Holding Trade Value Shares
Change
Shares
Change %
M&T Bank
251
M&T Bank
New York
$12.2M +$170K +1,109 +1%
TPSF
252
Texas Permanent School Fund
Texas
$12.2M +$12.2M +79,921 New
TCOT
253
Trust Company of Toledo
Ohio
$12M -$345K -2,252 -3%
MOACM
254
Mutual of America Capital Management
New York
$11.6M -$67.7K -442 -0.6%
Rockefeller Capital Management
255
Rockefeller Capital Management
New York
$11.6M +$721K +4,704 +7%
Janney Montgomery Scott
256
Janney Montgomery Scott
Pennsylvania
$11.6M +$1.45M +9,495 +14%
GLF
257
Groupe la Francaise
France
$11.4M +$1.11M +7,426 +11%
OSAM
258
O'Shaughnessy Asset Management
Connecticut
$11.4M +$2.07M +13,502 +22%
DCM
259
Dupont Capital Management
Delaware
$11.3M +$2.59M +16,906 +30%
Squarepoint
260
Squarepoint
New York
$11M +$6.23M +40,632 +131%
GAM
261
Gotham Asset Management
New York
$11M +$872K +5,691 +9%
Bank of Nova Scotia
262
Bank of Nova Scotia
Ontario, Canada
$10.9M -$1.93M -12,624 -15%
CTC
263
Central Trust Company
Missouri
$10.9M -$295K -1,925 -3%
Federated Hermes
264
Federated Hermes
Pennsylvania
$10.3M +$9.4M +61,382 +1,106%
Rafferty Asset Management
265
Rafferty Asset Management
New York
$10.2M -$1.75M -11,417 -15%
FAM
266
Fred Alger Management
New York
$10.1M +$1.86M +12,136 +22%
SP
267
Sarasin & Partners
United Kingdom
$10.1M +$10.1M +65,764 New
VPIM
268
Vanguard Personalized Indexing Management
California
$10.1M +$1.02M +6,636 +11%
Osaic Holdings
269
Osaic Holdings
Arizona
$9.93M -$1.69M -11,005 -15%
LGF
270
LGT Group Foundation
Liechtenstein
$9.89M -$2.73M -17,793 -22%
BAMF
271
BI Asset Management Fondsmaeglerselskab
Denmark
$9.66M -$1.62M -10,583 -14%
WorldQuant Millennium Advisors
272
WorldQuant Millennium Advisors
New York
$9.43M -$24.4M -159,543 -72%
QCM
273
Quantinno Capital Management
New York
$9.37M +$2.99M +19,515 +47%
AM
274
AGF Management
Ontario, Canada
$9.26M +$421K +2,746 +5%
AF
275
Avanza Fonder
Sweden
$9.21M -$905K -5,909 -9%