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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 %
HAG
676
HF Advisory Group
Maryland
$664K -$2.45K -16 -0.4%
PCP
677
Proficio Capital Partners
Massachusetts
$663K +$43K +281 +7%
TCM
678
Tuttle Capital Management
Connecticut
$662K +$173K +1,128 +35%
GIM
679
Gold Investment Management
Alberta, Canada
$662K -$25.1K -164 -4%
SEP
680
Southland Equity Partners
Missouri
$655K -$14.2K -93 -2%
CAM
681
Cresset Asset Management
Illinois
$652K -$214K -1,397 -25%
BJL
682
Brighton Jones LLC
Washington
$647K +$5.82K +38 +0.9%
CMMS
683
Comprehensive Money Management Services
Florida
$646K -$9.19K -60 -1%
WT
684
Whittier Trust
California
$639K -$5.21K -34 -0.8%
BIM
685
Baldwin Investment Management
Pennsylvania
$624K +$7.51K +49 +1%
HI
686
Hendershot Investments
Virginia
$624K -$6.59K -43 -1%
PS
687
Principal Securities
Iowa
$622K +$23.3K +185 +4%
WTC
688
WhitTier Trust Company
Nevada
$611K -$19.3K -126 -3%
PWM
689
Perigon Wealth Management
California
$611K +$67K +437 +12%
FLPIM
690
F.L. Putnam Investment Management
Massachusetts
$609K +$20.1K +131 +3%
CFCI
691
Comprehensive Financial Consultants Institutional
Indiana
$607K – – –
GT
692
Glenview Trust
Kentucky
$605K -$1.23K -8 -0.2%
HI
693
Harbour Investments
Wisconsin
$605K +$70.8K +462 +13%
GVAG
694
Great Valley Advisor Group
Delaware
$603K -$4.14K -27 -0.7%
EWM
695
Empirical Wealth Management
Washington
$596K +$240K +1,564 +67%
VHAM
696
Van Hulzen Asset Management
California
$590K +$1.23K +8 +0.2%
FC
697
Farringdon Capital
United Kingdom
$590K +$590K +3,852 New
MM
698
MQS Management
New York
$586K +$586K +3,824 New
HIS
699
Harvest Investment Services
Illinois
$585K +$585K +3,817 New
AA
700
ALPS Advisors
Colorado
$582K +$152K +995 +35%
26 27
28
29 30