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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 %
AWAG
651
ARS Wealth Advisors Group
Florida
$764K -$5.06K -33 -0.7%
DWT
652
Dorsey & Whitney Trust
South Dakota
$763K +$67.6K +441 +10%
IAG
653
Investment Advisory Group
Massachusetts
$749K – – –
LWM
654
LongView Wealth Management
Georgia
$746K -$16.4K -107 -2%
AC
655
AlphaCore Capital
California
$745K +$52.4K +342 +8%
LWAM
656
Legacy Wealth Asset Management
Minnesota
$744K -$4.44K -29 -0.6%
TBA
657
Tower Bridge Advisors
Pennsylvania
$743K – – –
IAN
658
Integrated Advisors Network
Texas
$742K +$3.22K +21 +0.4%
DC
659
Davenport & Co
Virginia
$732K +$15.8K +103 +2%
PMA
660
Prudent Man Advisors
Illinois
$731K – – –
SF
661
Summit Financial
New Jersey
$724K +$62.8K +410 +10%
ABC
662
Associated Banc-Corp
Wisconsin
$721K -$1.69K -11 -0.2%
LI
663
LRI Investments
Florida
$719K -$39.7K -259 -5%
BWP
664
BSW Wealth Partners
Colorado
$714K +$271K +1,768 +61%
SIA
665
Schechter Investment Advisors
Michigan
$702K -$11.3K -74 -2%
PIA
666
Panoramic Investment Advisors
Colorado
$697K -$15.3K -100 -2%
CA
667
Clearstead Advisors
Ohio
$689K -$153 -1 -0%
CCP
668
Carmel Capital Partners
California
$684K -$11.2K -73 -2%
SMA
669
Sage Mountain Advisors
Georgia
$680K +$84.4K +551 +14%
PIM
670
Plato Investment Management
Australia
$679K +$203K +1,312 +43%
PPWP
671
Premier Path Wealth Partners
New Jersey
$678K +$11.8K +77 +2%
SC
672
Syon Capital
California
$674K -$1.23K -8 -0.2%
JIC
673
Joel Isaacson & Co
New York
$674K – – –
FAT
674
First American Trust
California
$670K +$8.12K +53 +1%
FCP
675
Fidelis Capital Partners
Florida
$664K +$125K +852 +23%
25 26
27
28 29