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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 %
AAIS
501
ABN AMRO Investment Solutions
$1.73M +$340K +2,218 +24%
CCM
502
Coldstream Capital Management
Washington
$1.72M +$88.1K +575 +5%
CBA
503
Coastal Bridge Advisors
Connecticut
$1.72M +$1.72M +11,213 New
OIA
504
OneDigital Investment Advisors
Kansas
$1.71M -$1.99K -13 -0.1%
AAM
505
Azzad Asset Management
Virginia
$1.71M +$39.7K +259 +2%
GH
506
GAM Holding
Switzerland
$1.71M +$1.71M +11,136 New
JF
507
Jump Financial
Illinois
$1.7M +$1.7M +11,077 New
CCA
508
Checchi Capital Advisers
California
$1.69M +$275K +1,797 +20%
SG Americas Securities
509
SG Americas Securities
New York
$1.67M -$802K -5,237 -32%
PAM
510
Paradigm Asset Management
New York
$1.66M – – –
TCM
511
Twin Capital Management
Pennsylvania
$1.65M +$1.65M +10,788 New
MSA
512
MUFG Securities Americas
New York
$1.65M +$314K +2,052 +23%
Envestnet Portfolio Solutions
513
Envestnet Portfolio Solutions
Illinois
$1.65M -$945K -6,170 -36%
S
514
SignatureFD
Georgia
$1.65M +$71.2K +465 +5%
WG
515
Welch Group
Alabama
$1.64M – – –
HFM
516
Harvest Fund Management
China
$1.62M +$1.25M +8,508 +341%
LFM
517
LGT Fund Management
Liechtenstein
$1.6M -$273K -1,783 -15%
DWA
518
Dorsey Wright & Associates
California
$1.6M +$1.6M +10,455 New
BPA
519
Beacon Pointe Advisors
California
$1.59M -$704K -4,596 -31%
VIA
520
Virtus Investment Advisers
Connecticut
$1.59M +$1.47M +9,576 +1,220%
GT
521
Greenleaf Trust
Michigan
$1.57M +$127K +828 +9%
NRI
522
NFP Retirement Inc
California
$1.57M +$13.2K +86 +0.8%
FRA
523
Frank Rimerman Advisors
California
$1.57M +$92.8K +606 +6%
CG
524
Caprock Group
Idaho
$1.56M +$127K +827 +9%
SFA
525
Sequoia Financial Advisors
Ohio
$1.56M +$161K +1,052 +12%
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