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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 %
SLI
451
Sumitomo Life Insurance
Japan
$2.46M -$27.7K -181 -1%
VCM
452
Verde Capital Management
Michigan
$2.46M +$28.7K +187 +1%
WI
453
Wahed Invest
New York
$2.45M +$63.4K +414 +3%
ET
454
Entropy Technologies
New York
$2.45M +$1.04M +6,772 +74%
CL
455
Choreo LLC
Illinois
$2.44M +$290K +1,895 +14%
OBAM
456
ODDO BHF Asset Management
France
$2.42M +$2.05M +13,409 +560%
QC
457
Quadrature Capital
United Kingdom
$2.42M -$3.29M -21,447 -58%
BBVA
458
Banco Bilbao Vizcaya Argentaria
Spain
$2.35M +$146K +956 +7%
DF
459
Donoghue Forlines
Massachusetts
$2.34M -$204K -1,334 -8%
Carson Wealth (CWM LLC)
460
Carson Wealth (CWM LLC)
Nebraska
$2.33M +$118K +767 +5%
ORC
461
O'Rourke & Company
Massachusetts
$2.32M -$3.98K -26 -0.2%
AWS
462
Atria Wealth Solutions
New York
$2.31M -$44.1K -288 -2%
GDP
463
Great Diamond Partners
Maine
$2.31M +$1.67M +10,894 +261%
GWM
464
Geneos Wealth Management
Colorado
$2.27M +$1.28M +8,337 +128%
EF
465
Empowered Funds
Pennsylvania
$2.27M +$546K +3,564 +32%
PPWP
466
Proquility Private Wealth Partners
Nevada
$2.23M -$306K -1,999 -12%
DA
467
Denali Advisors
California
$2.23M +$61.3K +400 +3%
OSNBOA
468
Old Second National Bank of Aurora
Illinois
$2.23M +$29.7K +194 +1%
NAM
469
NTV Asset Management
West Virginia
$2.21M – – –
BA
470
Bard Associates
Illinois
$2.19M -$7.66K -50 -0.3%
RCIM
471
Red Cedar Investment Management
Michigan
$2.18M – – –
FTWA
472
Fifth Third Wealth Advisors
Ohio
$2.17M +$1.39M +9,049 +176%
NRD
473
Nebula Research & Development
New York
$2.13M +$2.13M +13,873 New
QCG
474
Quadrant Capital Group
Ohio
$2.12M +$887K +5,787 +72%
RFN
475
RDA Financial Network
Iowa
$2.12M -$140K -915 -6%
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