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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 %
SFS
576
Stiles Financial Services
Minnesota
$1.15M -$19K -124 -2%
EP
577
Edgestream Partners
New Jersey
$1.14M -$1.07M -6,965 -48%
CBTWT
578
Community Bank & Trust (Waco, Texas)
Texas
$1.12M -$103K -675 -8%
BCM
579
Brookstone Capital Management
Illinois
$1.1M +$333K +2,172 +43%
CIC
580
Carnegie Investment Counsel
Ohio
$1.08M – – –
DS
581
DRW Securities
Illinois
$1.08M +$1.08M +7,058 New
FMII
582
Farmers & Merchants Investments Inc
Nebraska
$1.07M +$3.06K +20 +0.3%
FPAS
583
Focus Partners Advisor Solutions
Missouri
$1.07M +$194K +1,266 +22%
BB
584
Busey Bank
Illinois
$1.07M +$12.3K +80 +1%
PCIA
585
Prime Capital Investment Advisors
Kansas
$1.07M +$451K +2,945 +73%
AW
586
Alteri Wealth
California
$1.06M -$39.2K -256 -4%
WA
587
Wealth Architects
California
$1.06M +$1.06M +6,902 New
Lazard Asset Management
588
Lazard Asset Management
New York
$1.05M -$304K -1,983 -22%
UFF
589
USA Financial Formulas
Michigan
$1.05M -$334K -2,179 -24%
STA
590
Summit Trail Advisors
New York
$1.04M +$394K +2,571 +61%
IWC
591
Integrated Wealth Concepts
Massachusetts
$1.03M +$61.4K +401 +6%
B
592
Bailard
California
$1.03M +$78.6K +513 +8%
LFAS
593
Level Four Advisory Services
Texas
$1.01M +$12K +78 +1%
RIA
594
Richwood Investment Advisors
Ohio
$1.01M -$38.3K -250 -4%
AWM
595
Axxcess Wealth Management
California
$1.01M +$1.01M +6,564 New
SF
596
Synovus Financial
Georgia
$997K +$437K +2,853 +78%
EFG
597
Everhart Financial Group
Ohio
$992K +$62.1K +405 +7%
CC
598
Centiva Capital
New York
$989K -$1.7M -11,125 -63%
DW
599
Dodds Wealth
Colorado
$984K – – –
LS
600
Livforsakringsbolaget Skandia
Sweden
$983K – – –
22 23
24
25 26