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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 %
SFG
851
SNS Financial Group
Minnesota
$306K – – –
CWM
852
C2C Wealth Management
Arizona
$306K – – –
M
853
MOTCO
Texas
$306K +$5.36K +35 +2%
EAM
854
Evanson Asset Management
California
$305K -$274K -1,792 -47%
CFG
855
Carr Financial Group
Massachusetts
$303K -$44.7K -292 -13%
CIBC Private Wealth Group
856
CIBC Private Wealth Group
Georgia
$303K -$3.41K -25 -1%
BCCM
857
Bridge Creek Capital Management
Massachusetts
$299K – – –
CC
858
Commons Capital
Massachusetts
$297K +$613 +4 +0.2%
TPCW
859
TD Private Client Wealth
New York
$296K +$59.8K +390 +25%
CAWM
860
Capital Advisors Wealth Management
Washington
$295K +$1.38K +9 +0.5%
PFG
861
Prosperity Financial Group
California
$295K +$766 +5 +0.3%
ODA
862
One Degree Advisors
California
$290K +$1.68K +11 +0.6%
FAFN
863
First Affirmative Financial Network
Colorado
$289K -$35.4K -231 -11%
GSEP
864
Golden State Equity Partners
California
$288K -$59.8K -390 -17%
BBP
865
Banco BTG Pactual
Brazil
$286K +$286K +1,869 New
DWP
866
Daymark Wealth Partners
Ohio
$285K +$14.9K +97 +5%
AC
867
Apella Capital
Connecticut
$285K +$15.8K +112 +6%
CFP
868
Catalyst Financial Partners
Massachusetts
$284K +$11.8K +77 +4%
LA
869
Legacy Advisors
Pennsylvania
$283K +$20.5K +134 +8%
LP
870
LMR Partners
United Kingdom
$281K -$287K -1,875 -51%
AIIMS
871
Analyst IMS Investment Management Services
Israel
$278K +$278K +1,814 New
VR
872
Valued Retirements
Texas
$277K +$2.76K +18 +1%
FG
873
Foster Group
Iowa
$276K +$276K +1,803 New
SB
874
Strategic Blueprint
Georgia
$276K -$13.6K -89 -5%
BC
875
Bridgefront Capital
Texas
$275K -$81K -529 -23%
33 34
35
36 37