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Welltower
WELL

1,230 hedge funds and large institutions have $97.5B invested in Welltower in 2025 Q1 according to their latest regulatory filings, with 189 funds opening new positions, 530 increasing their positions, 336 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 189 | Existing positions closed: 66

58% more repeat investments, than reductions

Existing positions increased: 530 | Existing positions reduced: 336

25% more capital invested

Capital invested by funds: $78.2B → $97.5B (+$19.3B)

22% more call options, than puts

Call options by funds: $279M | Put options by funds: $230M

17% more funds holding in top 10

Funds holding in top 10: 23 → 27 (+4)

9% more funds holding

Funds holding: 1,125 → 1,230 (+105)

0.01% less ownership

Funds ownership: 99.23% → 99.21% (-0.01%)

Holders
1,230
Holders Change
+105
Holders Change %
+9.33%
% of All Funds
16.49%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.36%
New
189
Increased
530
Reduced
336
Closed
66
Calls
$279M
Puts
$230M
Net Calls
+$49.7M
Net Calls Change
+$190M

Top Buyers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
+$783M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$374M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$373M
4
Morgan Stanley
Morgan Stanley
New York
+$300M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$250M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$841M
2
JP Morgan Chase
JP Morgan Chase
New York
-$341M
3
Cohen & Steers
Cohen & Steers
New York
-$298M
4
ZP
Zimmer Partners
New York
-$210M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$161M
Name Holding Trade Value Shares
Change 		Change in
Stake
TSMHT
851
Thurston Springer Miller Herd & Titak
Indiana
$320K +$89.5K +628 +43%
AWM
852
AE Wealth Management
Kansas
$319K +$21.5K +151 +8%
YIA
853
YHB Investment Advisors
Connecticut
$319K +$296K +2,079 New
NWM
854
Northcape Wealth Management
New York
$318K -$2.28K -16 -0.8%
GIA
855
Guyasuta Investment Advisors
Pennsylvania
$318K – – –
WIC
856
Woodmont Investment Counsel
Tennessee
$317K -$20.2K -142 -6%
SPA
857
Sherbrooke Park Advisers
New York
$315K +$293K +2,059 New
CWM
858
Congress Wealth Management
Massachusetts
$315K +$293K +2,059 New
WA
859
Wealth Alliance
New York
$314K +$22.7K +159 +8%
FWM
860
Focused Wealth Management
New York
$313K +$291K +2,043 New
FTUS
861
Flow Traders U.S.
New York
$310K -$46.3K -325 -14%
PSFG
862
Park Square Financial Group
Georgia
$310K +$274K +1,925 +1,964%
WIM
863
Warwick Investment Management
Texas
$307K +$286K +2,005 New
CWM
864
C2C Wealth Management
Arizona
$306K – – –
SFG
865
SNS Financial Group
Minnesota
$306K – – –
M
866
MOTCO
Texas
$306K +$4.99K +35 +2%
EAM
867
Evanson Asset Management
California
$305K -$255K -1,792 -47%
CFG
868
Carr Financial Group
Massachusetts
$303K -$41.6K -292 -13%
CIBC Private Wealth Group
869
CIBC Private Wealth Group
Georgia
$303K -$3.56K -25 -1%
BCCM
870
Bridge Creek Capital Management
Massachusetts
$299K – – –
CC
871
Commons Capital
Massachusetts
$297K +$570 +4 +0.2%
TPCW
872
TD Private Client Wealth
New York
$296K +$55.6K +390 +25%
CAWM
873
Capital Advisors Wealth Management
Washington
$295K +$1.28K +9 +0.5%
PFG
874
Prosperity Financial Group
California
$295K +$712 +5 +0.3%
ODA
875
One Degree Advisors
California
$290K +$1.57K +11 +0.6%
33 34
35
36 37

WELL Hedge Fund Activity: Q1 2025 in Review

1,230 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q1 2025, worth a combined $97.5B — up 25% from $78.2B a quarter earlier.

Buyers outnumbered sellers: 189 funds opened new WELL positions and 66 closed out — a net gain of 123 holders — while 530 added to existing stakes and 336 trimmed.

The largest buyer was Capital International Investors, adding an estimated $783M. The largest seller was Vanguard Group, cutting an estimated $841M.

  • 1,230 institutional investors held Welltower (WELL) as of Q1 2025, up from 1,125 in Q4 2024.
  • Funds reported $97.5B of Welltower stock for Q1 2025, up 25% quarter-over-quarter.
  • 189 funds opened new Welltower positions in Q1 2025 and 66 closed out, a net change of +123 holders.
  • The largest Welltower buyer in Q1 2025 was Capital International Investors, an estimated $783M added.
  • The largest Welltower seller in Q1 2025 was Vanguard Group, an estimated $841M sold.

Based on aggregated 13F filings for Q1 2025.