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Welltower
WELL

Overview Fund Activity

1,210 hedge funds and large institutions have $92.5B invested in Welltower in 2025 Q1 according to their latest regulatory filings, with 187 funds opening new positions, 522 increasing their positions, 331 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,210
Holders Change
+99
Holders Change %
+8.91%
% of All Funds
16.44%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.37%
New
187
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
+$842M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$402M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$401M
4
Morgan Stanley
Morgan Stanley
New York
+$323M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$269M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$905M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$366M
3
Cohen & Steers
Cohen & Steers
New York
-$320M
4
ZP
Zimmer Partners
New York
-$226M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$173M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSU
301
Mizuho Securities USA
New York
$7.47M -$1.12M -7,284 -13%
Pacer Advisors
302
Pacer Advisors
Pennsylvania
$7.43M -$2.04M -13,290 -22%
BHCM
303
Brevan Howard Capital Management
Jersey
$7.31M +$7.31M +47,731 New
GM
304
GeoWealth Management
Illinois
$7.26M +$292K +1,909 +4%
WCM
305
Windward Capital Management
California
$7.24M -$246K -1,603 -3%
AV
306
ASR Vermogensbeheer
Netherlands
$7.2M +$7.2M +47,012 New
Pathstone Holdings
307
Pathstone Holdings
New Jersey
$7.09M +$172K +1,124 +2%
Truist Financial
308
Truist Financial
North Carolina
$7.01M +$1.58M +10,336 +29%
Corient Private Wealth
309
Corient Private Wealth
Florida
$6.93M +$400K +2,613 +6%
ACA
310
Aptus Capital Advisors
Alabama
$6.89M +$6.2M +40,443 +897%
US Bancorp
311
US Bancorp
Minnesota
$6.88M +$126K +824 +2%
DILIC
312
Dai-ichi Life Insurance Company
Japan
$6.88M +$147K +960 +2%
PGFC
313
Peapack-Gladstone Financial Corp
New Jersey
$6.83M -$229K -1,494 -3%
FP
314
FFG Partners
Florida
$6.78M +$6.78M +44,225 New
MML Investors Services
315
MML Investors Services
Massachusetts
$6.63M +$756K +4,937 +13%
CAM
316
Carret Asset Management
New York
$6.59M -$180K -1,172 -3%
CA
317
Callahan Advisors
Texas
$6.55M +$42.9K +280 +0.7%
Los Angeles Capital Management
318
Los Angeles Capital Management
California
$6.54M -$10.7M -70,037 -62%
VA
319
Vident Advisory
Georgia
$6.46M +$1.79M +11,707 +38%
KRS
320
Kentucky Retirement Systems
Kentucky
$6.45M +$355K +2,319 +6%
Verition Fund Management
321
Verition Fund Management
Connecticut
$6.45M +$5.74M +37,446 +808%
GWM
322
GDS Wealth Management
Texas
$6.42M +$2.3M +14,991 +56%
AAS
323
Avantax Advisory Services
Texas
$6.2M -$47.5K -310 -0.8%
PFM
324
Patton Fund Management
Texas
$6.08M -$1.79M -11,691 -23%
Primecap Management
325
Primecap Management
California
$6.05M +$6.05M +39,500 New
11 12
13
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