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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 %
CIA
426
Concurrent Investment Advisors
Florida
$2.99M +$57.1K +373 +2%
NWM
427
Nicola Wealth Management
British Columbia, Canada
$2.99M +$124K +807 +4%
NMIMC
428
Northwestern Mutual Investment Management Company
Wisconsin
$2.97M +$91K +594 +3%
CB
429
Commerce Bank
Missouri
$2.96M -$209K -1,362 -7%
FC
430
Forte Capital
New York
$2.92M +$1.07K +7 +0%
JSSH
431
J. Safra Sarasin Holding
$2.92M -$24.1K -157 -0.8%
BFG
432
Bleakley Financial Group
New Jersey
$2.89M +$1.36M +8,859 +89%
VAS
433
Vestmark Advisory Solutions
Massachusetts
$2.85M +$644K +4,205 +29%
GCM
434
Greenland Capital Management
New York
$2.83M +$2.83M +18,454 New
PAG
435
Private Advisor Group
New Jersey
$2.77M -$166K -1,084 -6%
FFA
436
Fairfield Financial Advisors
Massachusetts
$2.76M +$368K +2,403 +15%
KRSITF
437
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.75M +$1.18M +7,703 +75%
IMCOOI
438
Investment Management Corp of Ontario (IMCO)
Canada
$2.7M -$1.02M -6,640 -27%
NFG
439
Nations Financial Group
Iowa
$2.67M +$1.92M +12,530 +256%
SFI
440
Siemens Fonds Invest
Germany
$2.65M +$76K +496 +3%
CIA
441
Capital Investment Advisors
Georgia
$2.64M -$12.9K -84 -0.5%
PAS
442
Park Avenue Securities
New York
$2.61M +$550K +3,587 +27%
SSB
443
Sandy Spring Bank
Maryland
$2.6M +$72K +470 +3%
ECM
444
Everence Capital Management
Indiana
$2.59M +$138K +900 +6%
CF
445
Centaurus Financial
California
$2.56M -$66K -431 -3%
SBIA
446
Sheaff Brock Investment Advisors
Indiana
$2.54M -$157K -1,025 -6%
LCM
447
Liberty Capital Management
Michigan
$2.53M – – –
DADC
448
D.A. Davidson & Co
Montana
$2.53M -$95.1K -621 -4%
EIA
449
Edgemoor Investment Advisors
Maryland
$2.51M -$3.83K -25 -0.2%
KAS
450
Kestra Advisory Services
Texas
$2.5M -$200K -1,305 -7%
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