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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 %
HIC
776
Hartline Investment Corp
Illinois
$406K – – –
LAM
777
L2 Asset Management
Massachusetts
$406K +$36.3K +237 +10%
WPP
778
Whalerock Point Partners
Rhode Island
$404K – – –
TFIPS
779
Towarzystwo Funduszy Inwestycyjnych PZU SA
$401K +$44.4K +290 +12%
EFS
780
Essex Financial Services
Connecticut
$401K +$3.52K +23 +0.9%
SIAG
781
Safeguard Investment Advisory Group
California
$400K +$1.84K +12 +0.5%
ASN
782
Advisory Services Network
Georgia
$397K -$8.12K -53 -2%
WBG
783
Wharton Business Group
Pennsylvania
$391K – – –
PPA
784
Painted Porch Advisors
California
$390K – – –
CGL
785
Clarius Group LLC
Washington
$388K -$21.6K -141 -5%
RCP
786
Rothschild Capital Partners
New York
$387K – – –
FT
787
Fiduciary Trust
Massachusetts
$385K -$22.2K -145 -5%
RL
788
Retireful LLC
Michigan
$383K +$383K +2,498 New
MGP
789
M&G plc
United Kingdom
$383K +$130K +849 +51%
MFWP
790
Mosaic Family Wealth Partners
Missouri
$383K – – –
CI
791
Corient IA
Florida
$383K +$383K +2,500 New
RCAG
792
Rehmann Capital Advisory Group
Michigan
$383K +$17K +111 +5%
HI
793
Hudock Inc
Pennsylvania
$381K +$613 +4 +0.2%
IA
794
IFG Advisory
Georgia
$380K +$153 +1 +0%
RPGNY
795
Retirement Planning Group (New York)
New York
$379K – – –
FNBOMD
796
First National Bank of Mount Dora
Florida
$376K – – –
MWM
797
Moran Wealth Management
Florida
$376K +$376K +2,454 New
BF
798
bLong Financial
Tennessee
$375K – – –
IA
799
IFP Advisors
Florida
$374K +$156K +1,017 +71%
WS
800
Wedbush Securities
California
$374K +$24K +157 +7%
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