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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 %
PD
351
Point72 (DIFC)
United Arab Emirates
$5.09M +$5.09M +33,228 New
LSERS
352
Louisiana State Employees Retirement System
Louisiana
$5.03M +$153K +1,000 +3%
DLCIG
353
D.L. Carlson Investment Group
New Hampshire
$5.02M -$209K -1,364 -4%
SSA
354
Schonfeld Strategic Advisors
New York
$4.96M -$16.2M -105,767 -77%
SAM
355
Securian Asset Management
Minnesota
$4.94M +$85.8K +560 +2%
LC
356
Legacy CG
Texas
$4.92M +$164K +1,070 +3%
GIC
357
Generali Investments CEE
Czech Republic
$4.84M – – –
GAM
358
Groupama Asset Management
France
$4.82M +$4.82M +15,101 New
William Blair & Company
359
William Blair & Company
Illinois
$4.76M +$281K +1,834 +6%
RBI
360
Raiffeisen Bank International
Austria
$4.74M +$3.89M +25,362 +460%
BMSSC
361
B. Metzler seel. Sohn & Co
Germany
$4.63M -$50.7K -331 -1%
SCM
362
Stevens Capital Management
Pennsylvania
$4.61M +$2.6M +16,993 +130%
SAM
363
Shell Asset Management
Netherlands
$4.59M -$364K -2,377 -7%
OC
364
Oppenheimer & Co
New York
$4.55M +$230K +1,503 +5%
KPWS
365
Kestra Private Wealth Services
Texas
$4.42M +$453K +2,957 +11%
WCA
366
Westover Capital Advisors
Delaware
$4.42M -$368K -2,403 -8%
MSRPS
367
Maryland State Retirement & Pension System
Maryland
$4.41M -$643K -4,199 -13%
BCV
368
Banque Cantonale Vaudoise
Switzerland
$4.4M +$4.4M +28,711 New
DT
369
Diversified Trust
Tennessee
$4.4M +$2.8M +18,301 +176%
PWMAG
370
Pinnacle Wealth Management Advisory Group
New Jersey
$4.33M +$31.7K +207 +0.7%
BFP
371
Beacon Financial Planning
Massachusetts
$4.27M +$273K +1,780 +7%
EOJOAM
372
E. Ohman J:or Asset Management
Sweden
$4.27M -$123K -800 -3%
NMERB
373
New Mexico Educational Retirement Board
New Mexico
$4.24M +$15.3K +100 +0.4%
IG
374
ING Group
Netherlands
$4.23M +$343K +2,240 +9%
PS
375
Pensionfund Sabic
Netherlands
$4.22M -$153K -1,000 -4%
13 14
15
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