WELL icon

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 %
AFG
601
Atomi Financial Group
New York
$974K +$111K +725 +13%
HNB
602
Huntington National Bank
Ohio
$974K +$4.44K +29 +0.5%
RIG
603
RiverFront Investment Group
Virginia
$972K +$972K +6,345 New
JCIA
604
Jackson Creek Investment Advisors
Colorado
$968K -$53.8K -351 -5%
EI
605
Ellevest Inc
New York
$966K +$124K +808 +15%
VFA
606
Values First Advisors
Tennessee
$959K +$3.37K +22 +0.4%
CI
607
Cigna Investments
Connecticut
$955K -$12.6K -82 -1%
AAS
608
Ameritas Advisory Services
Nebraska
$953K -$140K -970 -13%
PSF
609
Pacific Sun Financial
California
$940K – – –
JIC
610
Johnson Investment Counsel
Ohio
$936K -$176K -1,151 -16%
DCM
611
Dudley Capital Management
Virginia
$923K -$7.66K -50 -0.8%
FB
612
Finward Bancorp
Indiana
$915K -$38.3K -250 -4%
FC
613
Fulcrum Capital
Washington
$913K -$25.9K -169 -3%
A
614
AlphaQuest
New York
$904K +$904K +5,901 New
1WA
615
180 Wealth Advisors
Washington
$901K +$488K +3,188 +119%
ISL
616
Ingalls & Snyder LLC
New York
$898K -$59.2K -386 -6%
AF
617
Allworth Financial
California
$897K +$147K +995 +20%
SAM
618
Smartleaf Asset Management
Massachusetts
$891K -$5.68K -37 -0.6%
AIP
619
Ameritas Investment Partners
Nebraska
$883K – – –
NP
620
NorthRock Partners
Minnesota
$882K +$60.7K +396 +7%
GLA
621
Good Life Advisors
Pennsylvania
$880K +$10.6K +69 +1%
TYCC
622
Texas Yale Capital Corp
Florida
$878K +$2.61K +17 +0.3%
CA
623
Commerzbank Aktiengesellschaft
Germany
$876K +$20.4K +133 +2%
BHBT
624
Burke & Herbert Bank & Trust
Virginia
$870K -$112K -728 -11%
MAS
625
Madden Advisory Services
Florida
$862K -$35.5K -232 -4%
23 24
25
26 27