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Welltower
WELL

Overview Fund Activity

1,211 hedge funds and large institutions have $92.5B invested in Welltower in 2025 Q1 according to their latest regulatory filings, with 188 funds opening new positions, 522 increasing their positions, 331 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,211
Holders Change
+100
Holders Change %
+9%
% of All Funds
16.45%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.37%
New
188
Increased
522
Reduced
331
Closed
67
Calls
$279M
Puts
$230M
Net Calls
+$49.7M
Net Calls Change
+$190M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$6.53B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.37B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$3.26B
4
Morgan Stanley
4
Morgan Stanley
New York
$1.41B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.69B

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$14.2B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.19B
3
Cohen & Steers
3
Cohen & Steers
New York
$5.49B
4
ZP
4
Zimmer Partners
New York
$284M
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$14.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$725M +$158M +1,030,599 +28%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$596M +$835K +5,447 +0.1%
Amundi
28
Amundi
France
$579M +$3.7M +24,301 +0.6%
Russell Investments Group
29
Russell Investments Group
United Kingdom
$535M +$455K +2,967 +0.1%
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$476M +$177K +1,157 +0%
CIMLRA
31
CBRE Investment Management Listed Real Assets
Pennsylvania
$462M +$165M +1,076,293 +56%
UBS Group
32
UBS Group
Switzerland
$422M +$113M +736,400 +36%
PI
33
PGGM Investments
Netherlands
$405M +$10.5M +68,522 +3%
Ameriprise
34
Ameriprise
Minnesota
$399M +$158M +1,045,507 +65%
SEI Investments
35
SEI Investments
Pennsylvania
$394M +$2.09M +13,621 +0.5%
Prudential Financial
36
Prudential Financial
New Jersey
$384M -$41.6M -271,812 -10%
DPIM
37
Duff & Phelps Investment Management
Illinois
$379M -$15.2M -98,975 -4%
HSBC Holdings
38
HSBC Holdings
United Kingdom
$352M +$14M +91,406 +4%
ZP
39
Zimmer Partners
New York
$284M -$226M -1,472,946 -44%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$281M +$26.2M +171,020 +10%
Macquarie Group
41
Macquarie Group
Australia
$279M -$4.96M -32,397 -2%
VOYA Investment Management
42
VOYA Investment Management
Georgia
$271M +$59M +385,621 +28%
Swiss National Bank
43
Swiss National Bank
Switzerland
$269M +$1.39M +9,100 +0.5%
Barclays
44
Barclays
United Kingdom
$244M +$115M +751,435 +89%
Nordea Investment Management
45
Nordea Investment Management
Sweden
$236M +$8.38M +54,528 +4%
National Pension Service
46
National Pension Service
South Korea
$235M +$19.6M +127,863 +9%
Mitsubishi UFJ Asset Management
47
Mitsubishi UFJ Asset Management
Japan
$233M +$27.3M +178,091 +13%
Aberdeen Group
48
Aberdeen Group
United Kingdom
$229M +$24.5M +160,264 +12%
Universal-Beteiligungs- und Servicegesellschaft
49
Universal-Beteiligungs- und Servicegesellschaft
Germany
$221M -$15M -97,725 -6%
AAMU
50
APG Asset Management US
New York
$219M +$12.7M +82,709 +6%
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