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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 %
KWM
626
Kingsview Wealth Management
Oregon
$861K -$15K -98 -2%
MMG
627
Monetary Management Group
Missouri
$858K -$115K -750 -12%
AWM
628
Apollon Wealth Management
South Carolina
$852K +$110K +717 +15%
CCIA
629
Campbell & Co Investment Adviser
Maryland
$851K -$403K -2,632 -32%
PMG
630
ProVise Management Group
Florida
$846K -$257K -1,675 -23%
MAM
631
Morse Asset Management
Connecticut
$846K +$839K +5,475 +10,950%
SCI
632
Stableford Capital II
Arizona
$843K +$843K +5,725 New
LK
633
Lumbard & Kellner
New Hampshire
$842K – – –
RWM
634
Ritholtz Wealth Management
New York
$842K +$524K +3,422 +165%
DWM
635
Dogwood Wealth Management
Kansas
$836K +$93.3K +609 +13%
FIA
636
Foundations Investment Advisors
Arizona
$834K +$58.4K +381 +8%
PA
637
Parallel Advisors
California
$834K +$132K +859 +19%
QI
638
Qtron Investments
Massachusetts
$824K +$128K +833 +18%
SBF
639
Sara-Bay Financial
Florida
$818K +$4.45K +29 +0.5%
IA
640
Integrity Alliance
Iowa
$814K +$814K +5,315 New
RPCONE
641
Retirement Planning Company of New England
Rhode Island
$806K -$14.9K -97 -2%
TNBTD
642
Trustmark National Bank Trust Department
Mississippi
$804K +$264K +1,720 +49%
FFA
643
Farther Finance Advisors
California
$803K +$256K +1,661 +47%
IWM
644
IHT Wealth Management
Illinois
$800K +$20.1K +131 +3%
MFGM
645
Marshall Financial Group (Maryland)
Maryland
$795K +$38.9K +254 +5%
OAM
646
Ostrum Asset Management
France
$793K -$6.13K -40 -0.8%
SWP
647
Sagespring Wealth Partners
Tennessee
$788K +$128K +837 +19%
BIA
648
Benchmark Investment Advisors
Illinois
$775K – – –
ETC
649
Exchange Traded Concepts
Oklahoma
$771K +$53.2K +347 +7%
HFM
650
Hartford Funds Management
Pennsylvania
$768K +$768K +5,011 New
24 25
26
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