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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 %
SPC
551
Sigma Planning Corp
Michigan
$1.38M +$416K +2,715 +43%
BP
552
Ballentine Partners
Massachusetts
$1.37M +$460K +3,004 +51%
TC
553
TownSquare Capital
Utah
$1.37M +$349K +2,275 +34%
SC
554
Scotia Capital
Ontario, Canada
$1.35M +$1.35M +8,822 New
HI
555
Horizon Investments
North Carolina
$1.35M +$129K +840 +11%
PI
556
PFG Investments
New York
$1.34M -$205K -1,336 -13%
WLG
557
Williamson Legacy Group
Indiana
$1.31M +$329K +2,147 +33%
TL
558
Tradewinds LLC
North Carolina
$1.31M -$15.2K -99 -1%
MFIM
559
Mesirow Financial Investment Management
Illinois
$1.31M +$652K +4,256 +99%
CA
560
Cullinan Associates
Kentucky
$1.3M -$774K -5,052 -37%
SCM
561
Schnieders Capital Management
California
$1.29M -$46K -300 -3%
OIAM
562
OFI Invest Asset Management
France
$1.29M -$126K -887 -9%
PWMG
563
Prestige Wealth Management Group
New Jersey
$1.27M +$45.5K +297 +4%
PA
564
Profund Advisors
Maryland
$1.25M -$211K -1,380 -14%
AUB
565
Atlantic Union Bankshares
Virginia
$1.25M +$24.4K +159 +2%
WC
566
Waterloo Capital
Texas
$1.22M +$95.1K +621 +8%
AA
567
Ancora Advisors
Ohio
$1.21M +$6.89K +45 +0.6%
WPC
568
Wedmont Private Capital
Pennsylvania
$1.2M +$165K +1,158 +16%
MQWP
569
Morey & Quinn Wealth Partners
Nebraska
$1.19M +$25.3K +165 +2%
Bessemer Group
570
Bessemer Group
New Jersey
$1.18M -$29.3K -191 -2%
SWA
571
Sax Wealth Advisors
New Jersey
$1.18M +$1.18M +7,719 New
HCM
572
Highview Capital Management
Illinois
$1.17M +$1.17M +7,629 New
SWP
573
Stratos Wealth Partners
Ohio
$1.17M -$950K -6,198 -45%
CS
574
Capital Square
Tennessee
$1.16M +$146K +951 +14%
MOS
575
MGO One Seven
Ohio
$1.15M +$27.1K +177 +2%
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