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 %
WKWM
876
Walter & Keenan Wealth Management
Indiana
$274K +$24.5K +160 +10%
SCP
877
Sivia Capital Partners
California
$273K +$11.2K +73 +4%
CH
878
Cromwell Holdings
Wyoming
$273K – – –
CSPIA
879
Cary Street Partners Investment Advisory
Virginia
$273K +$4.75K +31 +2%
HIC
880
Holderness Investments Company
North Carolina
$272K – – –
RAM
881
Readystate Asset Management
Illinois
$271K +$271K +1,769 New
NI
882
Natural Investments
California
$271K +$20.2K +132 +8%
MAM
883
Mystic Asset Management
Rhode Island
$270K – – –
DAS
884
Dynamic Advisor Solutions
Arizona
$269K +$269K +1,759 New
BTI
885
Blue Trust Inc
Georgia
$269K +$123K +801 +84%
IF
886
Intrua Financial
Texas
$268K +$23.3K +152 +10%
TNA
887
True North Advisors
Texas
$267K – – –
CM
888
Cercano Management
Washington
$266K -$18.7M -122,127 -99%
CFA
889
Cahill Financial Advisors
Minnesota
$263K +$153 +1 +0.1%
FFN
890
Focus Financial Network
Minnesota
$263K -$22.8K -149 -8%
FAG
891
Fortitude Advisory Group
Washington
$261K -$2.91K -20 -1%
QFW
892
QTR Family Wealth
Florida
$261K +$261K +1,705 New
LIM
893
Leavell Investment Management
Alabama
$260K – – –
MC
894
Middleton & Co
Massachusetts
$260K – – –
LI
895
Lafayette Investments
Maryland
$260K – – –
RA
896
RFG Advisory
Alabama
$260K -$28.7K -187 -10%
CTA
897
Colonial Trust Advisors
South Carolina
$259K -$3.83K -25 -1%
WWM
898
Western Wealth Management
Colorado
$259K -$106K -694 -29%
GS
899
GTS Securities
New York
$256K -$362K -2,365 -59%
VA
900
VestGen Advisors
Illinois
$255K +$255K +1,667 New
34 35
36
37 38