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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 %
RRWA
376
Rainey & Randall Wealth Advisors
Florida
$4.22M -$91.2K -595 -2%
PDL
377
Portfolio Design Labs
California
$4.2M +$4.2M +27,416 New
CGH
378
Crossmark Global Holdings
Texas
$4.09M -$165K -1,076 -4%
KCM
379
Kornitzer Capital Management
Kansas
$4.04M – – –
AG
380
Ascent Group
Virginia
$4.01M +$4.01M +26,186 New
BFO
381
Boston Family Office
Massachusetts
$3.96M -$123K -803 -3%
ST
382
Spinnaker Trust
Maine
$3.96M -$820K -5,351 -17%
IC
383
IEQ Capital
California
$3.93M +$345K +2,252 +10%
IMPI
384
Ilmarinen Mutual Pension Insurance
Finland
$3.91M – – –
MCM
385
MAI Capital Management
Ohio
$3.9M -$100K -655 -3%
MFG
386
Merit Financial Group
Georgia
$3.87M +$112K +729 +3%
IMC Chicago
387
IMC Chicago
Illinois
$3.87M +$3.87M +25,237 New
JG
388
Jain Global
New York
$3.86M +$3.86M +25,198 New
Impax Asset Management Group
389
Impax Asset Management Group
United Kingdom
$3.83M -$391K -2,552 -9%
RBC
390
Romano Brothers & Co
Illinois
$3.83M -$71.4K -466 -2%
GWMR
391
GC Wealth Management RIA
Massachusetts
$3.81M +$282K +1,840 +8%
Vontobel Holding
392
Vontobel Holding
Switzerland
$3.77M +$1.53M +9,987 +68%
SPFA
393
Summit Place Financial Advisors
New Jersey
$3.71M -$115K -750 -3%
GI
394
GAMCO Investors
Connecticut
$3.7M -$89.5K -584 -2%
DEA
395
DoubleLine ETF Adviser
Florida
$3.67M -$1.68M -10,933 -31%
ALMGDA
396
AG2R La Mondiale Gestion d'Actifs
France
$3.66M +$3.66M +23,700 New
LM
397
Lincluden Management
Ontario, Canada
$3.64M – – –
PL
398
Perpetual Ltd
Australia
$3.61M -$99.6K -650 -3%
ACM
399
Aster Capital Management
United Arab Emirates
$3.58M +$3.58M +23,315 New
LSA
400
L & S Advisors
California
$3.53M +$3.53M +23,026 New
14 15
16
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