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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 %
BIG
701
Brooklyn Investment Group
New York
$579K +$294K +1,922 +103%
CSC
702
Caldwell Sutter Capital
California
$569K -$2.15K -14 -0.4%
PP
703
PDS Planning
Ohio
$567K +$37.1K +242 +7%
MC
704
Moors & Cabot
Massachusetts
$564K +$1.07K +7 +0.2%
WANY
705
Wealthspire Advisors (New York)
New York
$564K +$34.8K +227 +7%
VFA
706
Valeo Financial Advisors
Indiana
$563K +$8.89K +58 +2%
EWA
707
EverSource Wealth Advisors
Alabama
$562K -$12.7K -83 -2%
PAM
708
Panagora Asset Management
Massachusetts
$559K +$153 +1 +0%
SVWAG
709
Sound View Wealth Advisors Group
Georgia
$558K +$11.2K +73 +2%
LC
710
LCNB Corp
Ohio
$552K – – –
ECM
711
Evergreen Capital Management
Washington
$552K +$21.4K +140 +4%
SAM
712
Strategy Asset Managers
California
$550K +$550K +3,589 New
AFA
713
AA Financial Advisors
Ohio
$549K +$178K +1,164 +48%
GL
714
Graypoint LLC
New York
$542K +$16.5K +108 +3%
FMLI
715
Fukoku Mutual Life Insurance
Japan
$540K – – –
SRL
716
Scientech Research LLC
New Jersey
$538K +$538K +3,509 New
EH
717
Equitable Holdings
New York
$537K +$63.9K +417 +13%
RSA
718
River Street Advisors
Illinois
$537K +$21.3K +139 +4%
SW
719
SVB Wealth
Massachusetts
$536K +$41.2K +269 +8%
SFG
720
Stonebridge Financial Group
Pennsylvania
$530K +$766 +5 +0.1%
CA
721
CoreCap Advisors
Michigan
$529K +$52.4K +342 +11%
MCM
722
Monument Capital Management
Virginia
$528K -$72.6K -474 -12%
CI
723
Conning Inc
Connecticut
$525K +$23.1K +151 +5%
HKIMG
724
Hutchens & Kramer Investment Management Group
Indiana
$524K -$17.3K -113 -3%
PWW
725
Pettyjohn Wood & White
Virginia
$517K -$10.7K -70 -2%
27 28
29
30 31