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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 %
FCI
526
Financial Counselors Inc
Kansas
$1.56M -$18.4K -120 -1%
Baird Financial Group
527
Baird Financial Group
Wisconsin
$1.55M -$272K -1,778 -15%
CPIA
528
Cornell Pochily Investment Advisors
New York
$1.55M -$169K -1,102 -10%
SGI
529
Summit Global Investments
Utah
$1.55M +$488K +3,184 +46%
SI
530
Stephens Inc
Arkansas
$1.55M -$31.3K -204 -2%
GT
531
Glenmede Trust
Pennsylvania
$1.53M +$189K +1,234 +14%
AAIM
532
American Assets Investment Management
California
$1.53M – – –
CIS
533
Custom Index Systems
New York
$1.53M +$1.27M +8,313 +500%
SC
534
Savant Capital
Illinois
$1.5M +$128K +836 +9%
NA
535
NewEdge Advisors
Louisiana
$1.5M -$22.1K -144 -1%
PFS
536
Prospera Financial Services
Texas
$1.49M -$38.2K -249 -2%
PCM
537
Prelude Capital Management
New York
$1.49M -$527K -3,442 -26%
APIM
538
Agate Pass Investment Management
Washington
$1.48M +$424K +2,770 +40%
Walleye Capital
539
Walleye Capital
New York
$1.47M +$716K +4,673 +94%
RBWA
540
RFG - Bristol Wealth Advisors
Massachusetts
$1.46M -$18.8K -123 -1%
JWM
541
Jeppson Wealth Management
California
$1.46M – – –
SCA
542
Snowden Capital Advisors
New York
$1.46M -$169K -1,103 -10%
GFA
543
Gallagher Fiduciary Advisors
Illinois
$1.45M +$17.3K +113 +1%
IEFM
544
IQ EQ Fund Management
Ireland
$1.44M -$135K -880 -9%
HAG
545
HighPoint Advisor Group
Illinois
$1.44M -$416K -2,747 -22%
AACA
546
American Assets Capital Advisers
California
$1.43M -$146K -950 -9%
AWA
547
Arkadios Wealth Advisors
Georgia
$1.42M +$432K +2,819 +44%
SCTC
548
Sanibel Captiva Trust Company
Florida
$1.4M -$109K -709 -7%
BS
549
Banco Santander
Spain
$1.39M +$30.9K +202 +2%
TWM
550
Trueblood Wealth Management
Ohio
$1.39M +$153 +1 +0%
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