WELL icon

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 %
SWM
826
Shelton Wealth Management
Texas
$333K +$1.38K +9 +0.4%
MPM
827
MBB Public Markets
Illinois
$330K +$330K +2,153 New
MWM
828
Modera Wealth Management
New Jersey
$329K -$14.4K -94 -4%
VCA
829
Verdence Capital Advisors
Maryland
$329K +$3.07K +20 +0.9%
BWFA
830
Baltimore-Washington Financial Advisors
Maryland
$327K – – –
TWP
831
Triad Wealth Partners
Kansas
$327K -$7.66K -50 -2%
CCA
832
Childress Capital Advisors
Texas
$327K -$3.22K -21 -1%
EW
833
Evoke Wealth
California
$326K +$5.67K +37 +2%
AAM
834
Aureus Asset Management
Massachusetts
$324K – – –
LSIA
835
LaSalle St. Investment Advisors
Illinois
$324K +$2.6K +17 +0.8%
GAG
836
GM Advisory Group
New York
$322K +$15.3K +100 +5%
SFA
837
Souders Financial Advisors
Ohio
$321K +$321K +2,097 New
TSMHT
838
Thurston Springer Miller Herd & Titak
Indiana
$320K +$96.2K +628 +43%
AWM
839
AE Wealth Management
Kansas
$319K +$23.1K +151 +8%
YIA
840
YHB Investment Advisors
Connecticut
$319K +$319K +2,079 New
NWM
841
Northcape Wealth Management
New York
$318K -$2.45K -16 -0.8%
GIA
842
Guyasuta Investment Advisors
Pennsylvania
$318K – – –
WIC
843
Woodmont Investment Counsel
Tennessee
$317K -$21.8K -142 -6%
SPA
844
Sherbrooke Park Advisers
New York
$315K +$315K +2,059 New
CWM
845
Congress Wealth Management
Massachusetts
$315K +$315K +2,059 New
WA
846
Wealth Alliance
New York
$314K +$24.4K +159 +8%
FWM
847
Focused Wealth Management
New York
$313K +$313K +2,043 New
FTUS
848
Flow Traders U.S.
New York
$310K -$49.8K -325 -14%
PSFG
849
Park Square Financial Group
Georgia
$310K +$295K +1,925 +1,964%
WIM
850
Warwick Investment Management
Texas
$307K +$307K +2,005 New
32 33
34
35 36