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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 %
ACM
476
Advance Capital Management
Michigan
$2.09M – – –
MAS
477
Meeder Advisory Services
Ohio
$2.07M +$233K +1,519 +13%
USAA
478
United Services Automobile Association
Texas
$2.07M – – –
WA
479
Wambolt & Associates
Colorado
$2.05M -$59K -383 -3%
PI
480
PineBridge Investments
New York
$2.03M +$1.28M +8,336 +169%
AFA
481
American Financial Advisors
Georgia
$2.03M -$48.9K -319 -2%
DA
482
Drake & Associates
Wisconsin
$2.02M +$403K +2,633 +25%
IAA
483
Independent Advisor Alliance
North Carolina
$1.99M +$23.9K +156 +1%
SPIA
484
Steward Partners Investment Advisory
New York
$1.95M +$27K +176 +1%
PCM
485
Penserra Capital Management
California
$1.95M +$528K +3,449 +37%
MLM
486
Mount Lucas Management
Pennsylvania
$1.95M +$1.95M +12,713 New
A
487
Allianz
Germany
$1.94M -$110K -719 -5%
WB
488
WesBanco Bank
West Virginia
$1.94M -$72.2K -471 -4%
AG
489
AIA Group
Hong Kong
$1.92M +$46K +300 +2%
HWM
490
HB Wealth Management
Georgia
$1.88M +$475K +3,100 +34%
MC
491
Machina Capital
France
$1.88M +$789K +5,153 +73%
CW
492
CreativeOne Wealth
Kansas
$1.84M -$173K -1,130 -9%
GBA
493
Garrison Bradford & Associates
New York
$1.83M – – –
GFM
494
GF Fund Management
China
$1.81M +$85K +555 +5%
ACMA
495
Arbor Capital Management (Alaska)
Alaska
$1.8M +$26.8K +174 +2%
SC
496
Stance Capital
Massachusetts
$1.8M +$1.8M +11,716 New
QC
497
Quantessence Capital
New York
$1.78M +$1.78M +11,600 New
BEI
498
Benjamin Edwards Inc
Missouri
$1.74M -$1.68M -10,952 -49%
GI
499
GAMMA Investing
California
$1.74M +$211K +1,380 +14%
JWCA
500
J.W. Cole Advisors
Florida
$1.73M +$1.15M +7,522 +199%
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