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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 %
GSWM
726
Greenup Street Wealth Management
Michigan
$516K -$496K -3,237 -49%
MA
727
Mutual Advisors
Nebraska
$515K +$214K +1,459 +71%
NP
728
Nilsine Partners
Colorado
$513K +$37.2K +243 +8%
SWA
729
SFMG Wealth Advisors
Texas
$512K +$6.89K +45 +1%
LSPW
730
Lake Street Private Wealth
Illinois
$511K -$12.3K -80 -2%
CI
731
CX Institutional
Indiana
$511K +$62.1K +405 +14%
PSFG
732
Prairie Sky Financial Group
Illinois
$510K – – –
PWMG
733
Pinnacle Wealth Management Group
Michigan
$508K – – –
OL
734
Optas LLC
Texas
$507K +$507K +3,306 New
SCM
735
Shelton Capital Management
Colorado
$502K – – –
BHA
736
Beech Hill Advisors
New York
$498K – – –
TWC
737
TD Waterhouse Canada
Ontario, Canada
$496K -$2.44M -15,863 -83%
CFO
738
Callan Family Office
Pennsylvania
$490K -$137K -895 -22%
SAI
739
Savvy Advisors Inc
New York
$479K +$50.9K +332 +12%
OWP
740
Obermeyer Wealth Partners
Colorado
$479K -$204K -1,330 -30%
HSA
741
HBK Sorce Advisory
Pennsylvania
$479K +$3.06K +20 +0.6%
SICM
742
Sustainable Insight Capital Management
New York
$478K -$76.6K -500 -14%
BWP
743
Balboa Wealth Partners
Arizona
$476K +$89.3K +583 +23%
JCM
744
Jacobi Capital Management
Pennsylvania
$474K +$73.2K +478 +18%
KWA
745
Kingswood Wealth Advisors
California
$473K -$149K -974 -24%
GLA
746
Great Lakes Advisors
Illinois
$472K -$101K -658 -18%
Koshinski Asset Management
747
Koshinski Asset Management
Illinois
$464K +$55K +359 +13%
DAC
748
Dividend Assets Capital
South Carolina
$460K – – –
HCM
749
Howard Capital Management
Georgia
$457K -$58.8K -384 -11%
SYBT
750
Stock Yards Bank & Trust
Kentucky
$456K – – –
28 29
30
31 32