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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 %
P
401
&Partners
Tennessee
$3.52M +$249K +1,616 +8%
FDCDDQ
402
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.44M -$192K -1,251 -5%
AIM
403
Achmea Investment Management
Netherlands
$3.4M +$1.01M +6,611 +43%
AP
404
Advisors Preferred
Maryland
$3.39M +$3.39M +21,963 New
UCFA
405
United Capital Financial Advisors
Texas
$3.35M +$241K +1,574 +8%
QT
406
Quantbot Technologies
New York
$3.34M +$2.49M +16,276 +294%
Man Group
407
Man Group
United Kingdom
$3.31M +$3.31M +21,613 New
A
408
Argentarii
Ohio
$3.29M +$100K +653 +3%
FCM
409
FJ Capital Management
Virginia
$3.28M +$317K +2,068 +11%
BCI
410
Brinker Capital Investments
Pennsylvania
$3.25M +$537K +3,504 +20%
OPS
411
Orion Portfolio Solutions
Nebraska
$3.25M +$537K +3,504 +20%
CFM
412
Catalyst Funds Management
Australia
$3.23M +$3.23M +21,100 New
Assenagon Asset Management
413
Assenagon Asset Management
Luxembourg
$3.23M +$20.4K +133 +0.6%
BCM
414
Beck Capital Management
Texas
$3.22M +$178K +1,159 +6%
FC
415
FORA Capital
Florida
$3.19M +$3.19M +20,802 New
IMRF
416
Illinois Municipal Retirement Fund
Illinois
$3.17M – – –
Wolverine Trading
417
Wolverine Trading
Illinois
$3.13M +$2.06M +13,451 +193%
API
418
Asset Planning Inc
California
$3.12M -$29.4K -192 -0.9%
O
419
Ossiam
France
$3.12M +$270K +1,761 +9%
MYLI
420
Meiji Yasuda Life Insurance
Japan
$3.11M -$728K -4,749 -19%
OAC
421
OMERS Administration Corp
Ontario, Canada
$3.09M -$505K -3,297 -14%
TMAM
422
Tokio Marine Asset Management
Japan
$3.09M +$120K +786 +4%
KA
423
Kintegral Advisory
New York
$3.05M -$10.3K -67 -0.3%
VSQM
424
V-Square Quantitative Management
Illinois
$3M +$115K +753 +4%
TF
425
Trek Financial
Arizona
$3M +$3M +19,590 New
15 16
17
18 19