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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 %
Northwestern Mutual Wealth Management
326
Northwestern Mutual Wealth Management
Wisconsin
$6.03M -$162K -1,058 -3%
PEAK6
327
PEAK6
Illinois
$6M +$6M +39,160 New
Focus Partners Wealth
328
Focus Partners Wealth
Massachusetts
$5.98M +$135K +878 +2%
GAM
329
Generali Asset Management
Italy
$5.95M -$1.44M -9,393 -19%
AI
330
Atria Investments
North Carolina
$5.91M +$286K +1,869 +5%
VU
331
Vanderbilt University
Tennessee
$5.89M +$1.19M +7,797 +25%
NW
332
Naviter Wealth
Arkansas
$5.85M +$201K +1,311 +4%
SOAMC
333
Spirit of America Management Corp
New York
$5.78M +$260K +1,700 +5%
IAM
334
Impact Asset Management
$5.77M +$5.77M +37,630 New
HIMCH
335
Hartford Investment Management Co (HIMCO)
Connecticut
$5.7M +$87K +568 +2%
TPM
336
Triasima Portfolio Management
Quebec, Canada
$5.69M +$3.85M +25,108 +209%
MWM
337
Modern Wealth Management
Kansas
$5.68M -$799K -5,212 -12%
OAM
338
Oppenheimer Asset Management
New York
$5.66M +$492K +3,212 +10%
GIBU
339
Gulf International Bank (UK)
United Kingdom
$5.58M -$1.46M -9,535 -21%
TRCT
340
Tower Research Capital (TRC)
New York
$5.57M +$1.95M +12,702 +54%
AC
341
Allstate Corporation
Illinois
$5.55M +$409K +2,669 +8%
SCM
342
Sterling Capital Management
North Carolina
$5.54M +$8.73K +57 +0.2%
KFP
343
KMG Fiduciary Partners
Ohio
$5.54M -$14.6K -95 -0.3%
GCM
344
Garland Capital Management
Washington
$5.43M -$812K -5,300 -13%
CIS
345
Capital International Sarl
California
$5.41M +$1.92M +12,563 +55%
Brown Advisory
346
Brown Advisory
Maryland
$5.41M +$63.7K +416 +1%
Cambridge Investment Research Advisors
347
Cambridge Investment Research Advisors
Iowa
$5.4M -$46.9K -306 -0.9%
EGM
348
Engineers Gate Manager
New York
$5.2M +$2.25M +14,680 +76%
BCM
349
Brasada Capital Management
Texas
$5.18M +$53.6K +393 +1%
XT
350
XTX Topco
Cayman Islands
$5.18M +$5.18M +33,784 New
12 13
14
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