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Welltower
WELL

1,230 hedge funds and large institutions have $97.5B invested in Welltower in 2025 Q1 according to their latest regulatory filings, with 189 funds opening new positions, 530 increasing their positions, 336 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 189 | Existing positions closed: 66

58% more repeat investments, than reductions

Existing positions increased: 530 | Existing positions reduced: 336

25% more capital invested

Capital invested by funds: $78.2B → $97.5B (+$19.3B)

22% more call options, than puts

Call options by funds: $279M | Put options by funds: $230M

17% more funds holding in top 10

Funds holding in top 10: 23 → 27 (+4)

9% more funds holding

Funds holding: 1,125 → 1,230 (+105)

0.01% less ownership

Funds ownership: 99.23% → 99.21% (-0.01%)

Holders
1,230
Holders Change
+105
Holders Change %
+9.33%
% of All Funds
16.49%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.36%
New
189
Increased
530
Reduced
336
Closed
66
Calls
$279M
Puts
$230M
Net Calls
+$49.7M
Net Calls Change
+$190M

Top Buyers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
+$783M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$374M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$373M
4
Morgan Stanley
Morgan Stanley
New York
+$300M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$250M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$841M
2
JP Morgan Chase
JP Morgan Chase
New York
-$341M
3
Cohen & Steers
Cohen & Steers
New York
-$298M
4
ZP
Zimmer Partners
New York
-$210M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$161M
Name Holding Trade Value Shares
Change 		Change in
Stake
RC
26
Resolution Capital
Australia
$752M -$123M -862,394 -15%
Goldman Sachs
27
Goldman Sachs
New York
$725M +$147M +1,030,599 +28%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$596M +$776K +5,447 +0.1%
Amundi
29
Amundi
France
$579M +$3.46M +24,301 +0.6%
Russell Investments Group
30
Russell Investments Group
United Kingdom
$535M +$423K +2,967 +0.1%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$476M +$165K +1,157 +0%
CIMLRA
32
CBRE Investment Management Listed Real Assets
Pennsylvania
$462M +$153M +1,076,293 +56%
UBS Group
33
UBS Group
Switzerland
$422M +$105M +736,400 +36%
PI
34
PGGM Investments
Netherlands
$405M +$9.76M +68,522 +3%
Ameriprise
35
Ameriprise
Minnesota
$399M +$149M +1,045,507 +65%
SEI Investments
36
SEI Investments
Pennsylvania
$394M +$1.94M +13,621 +0.5%
Prudential Financial
37
Prudential Financial
New Jersey
$384M -$38.7M -271,812 -10%
DPIM
38
Duff & Phelps Investment Management
Illinois
$379M -$14.1M -98,975 -4%
HSBC Holdings
39
HSBC Holdings
United Kingdom
$352M +$13M +91,406 +4%
ZP
40
Zimmer Partners
New York
$284M -$210M -1,472,946 -44%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$281M +$24.4M +171,020 +10%
Macquarie Group
42
Macquarie Group
Australia
$279M -$4.62M -32,397 -2%
VOYA Investment Management
43
VOYA Investment Management
Georgia
$271M +$54.9M +385,621 +28%
Swiss National Bank
44
Swiss National Bank
Switzerland
$269M +$1.3M +9,100 +0.5%
Barclays
45
Barclays
United Kingdom
$244M +$107M +751,435 +89%
Nordea Investment Management
46
Nordea Investment Management
Sweden
$236M +$7.77M +54,528 +4%
National Pension Service
47
National Pension Service
South Korea
$235M +$18.2M +127,863 +9%
Mitsubishi UFJ Asset Management
48
Mitsubishi UFJ Asset Management
Japan
$233M +$25.4M +178,091 +13%
Aberdeen Group
49
Aberdeen Group
United Kingdom
$229M +$22.8M +160,264 +12%
Universal-Beteiligungs- und Servicegesellschaft
50
Universal-Beteiligungs- und Servicegesellschaft
Germany
$221M -$13.9M -97,725 -6%
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WELL Hedge Fund Activity: Q1 2025 in Review

1,230 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q1 2025, worth a combined $97.5B — up 25% from $78.2B a quarter earlier.

Buyers outnumbered sellers: 189 funds opened new WELL positions and 66 closed out — a net gain of 123 holders — while 530 added to existing stakes and 336 trimmed.

The largest buyer was Capital International Investors, adding an estimated $783M. The largest seller was Vanguard Group, cutting an estimated $841M.

  • 1,230 institutional investors held Welltower (WELL) as of Q1 2025, up from 1,125 in Q4 2024.
  • Funds reported $97.5B of Welltower stock for Q1 2025, up 25% quarter-over-quarter.
  • 189 funds opened new Welltower positions in Q1 2025 and 66 closed out, a net change of +123 holders.
  • The largest Welltower buyer in Q1 2025 was Capital International Investors, an estimated $783M added.
  • The largest Welltower seller in Q1 2025 was Vanguard Group, an estimated $841M sold.

Based on aggregated 13F filings for Q1 2025.