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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 %
RFC
751
Regions Financial Corp
Alabama
$455K +$154K +1,004 +51%
BPWM
752
Badgley Phelps Wealth Managers
Washington
$455K +$18.1K +118 +4%
LFA
753
Legacy Financial Advisors
Kentucky
$455K +$27.6K +180 +6%
PCS
754
Personal CFO Solutions
New Jersey
$453K -$34.8K -227 -7%
PCA
755
Purkiss Capital Advisors
Connecticut
$452K +$79.8K +521 +21%
KP
756
Keel Point
Alabama
$451K +$75.4K +492 +20%
CIM
757
Cambria Investment Management
California
$449K -$209K -1,361 -32%
KFGK
758
Keystone Financial Group (Kentucky)
Kentucky
$446K +$613 +4 +0.1%
AC
759
Avestar Capital
New York
$445K -$45.2K -295 -9%
NWAG
760
Net Worth Advisory Group
Utah
$443K -$207K -1,353 -32%
CTC
761
Cetera Trust Company
Minnesota
$437K – – –
AA
762
Alta Advisers
United Kingdom
$434K +$138K +900 +47%
SIA
763
Strategic Investment Advisors
Michigan
$434K +$434K +2,832 New
WA
764
Whipplewood Advisors
Colorado
$430K -$22.4K -144 -5%
SQA
765
Simon Quick Advisors
New Jersey
$427K +$90.3K +589 +27%
IC
766
Iconiq Capital
California
$425K +$33.1K +216 +8%
HIA
767
Harbor Investment Advisory
Maryland
$424K +$179K +1,170 +73%
WSFS
768
Wilmington Savings Fund Society
Delaware
$421K -$4.14K -27 -1%
CAL
769
Capital Analysts LLC
Pennsylvania
$420K +$306 +2 +0.1%
LC
770
Lindbrook Capital
California
$416K +$24.2K +158 +6%
VWA
771
Visionary Wealth Advisors
Illinois
$415K -$7.66K -50 -2%
SW
772
SMART Wealth
Nebraska
$411K +$411K +2,682 New
P
773
Pitcairn
Pennsylvania
$409K +$460 +3 +0.1%
BC
774
Bowman & Company
Wisconsin
$408K – – –
CAM
775
Covenant Asset Management
New Jersey
$407K – – –
29 30
31
32 33