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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 %
II
276
Inspire Investing
Idaho
$9.05M +$459K +2,996 +5%
USCWA
277
U.S. Capital Wealth Advisors
Texas
$9M -$364K -2,375 -4%
ECM
278
Eisler Capital Management
United Kingdom
$8.95M +$8.95M +58,402 New
AAM
279
Advisors Asset Management
Colorado
$8.86M +$678K +4,424 +8%
NB
280
Norinchukin Bank
Japan
$8.79M +$947K +6,184 +12%
ACIM
281
Azimuth Capital Investment Management
Michigan
$8.62M +$302K +1,974 +4%
WW
282
Windle Wealth
Oklahoma
$8.62M -$1.36M -8,898 -14%
RIM
283
Rakuten Investment Management
Japan
$8.6M +$8.6M +56,057 New
Wealthfront Advisers
284
Wealthfront Advisers
California
$8.53M +$1.44M +9,398 +20%
Twin Tree Management
285
Twin Tree Management
Texas
$8.51M +$2.88M +18,791 +51%
PA
286
Pinnacle Associates
New York
$8.5M -$113K -735 -1%
HTIM
287
Harbour Trust & Investment Management
Indiana
$8.34M -$194K -1,266 -2%
AMG
288
Advisors Management Group
Wisconsin
$8.27M -$113K -737 -1%
WAS
289
WESPAC Advisors SoCal
California
$8.26M +$3.32M +21,667 +67%
MYAM
290
Meiji Yasuda Asset Management
Japan
$8.11M -$507K -3,306 -6%
PDN
291
Pensionfund DSM Netherlands
Netherlands
$8.08M – – –
EMPI
292
Elo Mutual Pension Insurance
Finland
$8.08M -$1.38M -9,014 -15%
Allspring Global Investments
293
Allspring Global Investments
North Carolina
$8.04M +$246K +1,595 +3%
OPERF
294
Oregon Public Employees Retirement Fund
Oregon
$8.02M +$250K +1,630 +3%
NIM
295
NEOS Investment Management
Connecticut
$7.95M +$3.1M +20,243 +64%
WP
296
Woodline Partners
California
$7.86M +$2.44M +15,947 +45%
CPC
297
Consolidated Planning Corp
Georgia
$7.66M +$529K +3,450 +7%
WA
298
Waverly Advisors
Alabama
$7.6M +$5.49M +35,823 +259%
CIBC World Market
299
CIBC World Market
Ontario, Canada
$7.59M -$19M -123,701 -71%
CCM
300
Cinctive Capital Management
New York
$7.49M -$5.74M -37,459 -43%
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