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Welltower
WELL

Overview Fund Activity

1,211 hedge funds and large institutions have $92.5B invested in Welltower in 2025 Q1 according to their latest regulatory filings, with 189 funds opening new positions, 521 increasing their positions, 331 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,211
Holders Change
+101
Holders Change %
+9.1%
% of All Funds
16.45%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.37%
New
189
Increased
521
Reduced
331
Closed
67
Calls
$279M
Puts
$230M
Net Calls
+$49.7M
Net Calls Change
+$190M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$6.53B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.37B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$3.26B
4
Morgan Stanley
4
Morgan Stanley
New York
$1.41B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.69B

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$14.2B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.19B
3
Cohen & Steers
3
Cohen & Steers
New York
$5.49B
4
ZP
4
Zimmer Partners
New York
$284M
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$14.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Canada Life
51
Canada Life
Manitoba, Canada
$216M +$28.5M +185,506 +15%
ACM
52
AEW Capital Management
Massachusetts
$211M -$5M -32,610 -2%
Qube Research & Technologies (QRT)
53
Qube Research & Technologies (QRT)
United Kingdom
$210M +$37.4M +243,908 +22%
Schroder Investment Management Group
54
Schroder Investment Management Group
United Kingdom
$208M +$1M +6,542 +0.5%
BAMCO Inc
55
BAMCO Inc
New York
$203M +$26.2M +170,752 +15%
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$199M +$8.17M +53,326 +4%
LIMS
57
Lasalle Investment Management Securities
Maryland
$199M -$21.3M -139,019 -10%
AllianceBernstein
58
AllianceBernstein
Tennessee
$194M +$18.8M +122,820 +11%
Asset Management One
59
Asset Management One
Japan
$183M +$7.32M +47,753 +4%
Nomura Asset Management
60
Nomura Asset Management
Japan
$181M +$12.1M +79,195 +7%
BNP Paribas Financial Markets
61
BNP Paribas Financial Markets
France
$181M -$6.18M -40,347 -3%
American Century Companies
62
American Century Companies
Missouri
$172M -$7.08M -46,227 -4%
Ohio Public Employees Retirement System (OPERS)
63
Ohio Public Employees Retirement System (OPERS)
Ohio
$170M +$1.6M +10,424 +0.9%
HRES
64
Heitman Real Estate Securities
Illinois
$165M +$66.1M +431,719 +67%
Renaissance Technologies
65
Renaissance Technologies
New York
$165M +$69.9M +456,000 +73%
Wells Fargo
66
Wells Fargo
California
$160M +$213K +1,393 +0.1%
Pictet Asset Management
67
Pictet Asset Management
Switzerland
$154M -$9.53M -62,186 -6%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$149M -$49.9K -326 -0%
ACM
69
Adelante Capital Management
California
$148M -$31.8M -207,502 -18%
CHP
70
Castle Hook Partners
New York
$144M +$144M +938,174 New
D.E. Shaw & Co
71
D.E. Shaw & Co
New York
$134M -$16.3M -106,595 -11%
Citigroup
72
Citigroup
New York
$129M +$47.5M +309,832 +58%
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$120M -$4.03M -26,293 -3%
SO
74
STRS Ohio
Ohio
$118M -$585K -3,818 -0.5%
Marshall Wace
75
Marshall Wace
United Kingdom
$118M +$113M +737,003 +2,341%
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