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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 %
LIG
901
Lokken Investment Group
Delaware
$255K +$1.53K +10 +0.6%
MBTD
902
Mechanics Bank - Trust Department
California
$253K – – –
GXJ
903
Global X Japan
Japan
$250K +$49.5K +323 +25%
AWM
904
Accurate Wealth Management
Florida
$249K +$6.85K +48 +3%
SIM
905
Sentry Investment Management
Wisconsin
$249K -$74.3K -536 -23%
HH
906
Hilltop Holdings
Texas
$248K +$248K +1,622 New
GIA
907
Gateway Investment Advisers
Ohio
$246K +$246K +1,608 New
IP
908
Investment Partners
Ohio
$246K +$766 +5 +0.3%
HAIM
909
Hunter Associates Investment Management
Pennsylvania
$246K – – –
CIAS
910
Capital Investment Advisory Services
North Carolina
$246K +$246K +1,605 New
CI
911
Cherokee Insurance
Michigan
$245K – – –
I
912
InceptionR
California
$245K +$245K +1,599 New
CAMG
913
CWA Asset Management Group
Florida
$244K +$244K +1,592 New
EFM
914
E Fund Management
China
$244K +$244K +1,590 New
LWM
915
Liberty Wealth Management
California
$243K – – –
IAS
916
Investment Advisory Services
Texas
$242K -$15.3K -100 -6%
PFBT
917
Parkside Financial Bank & Trust
Missouri
$242K +$21.6K +141 +10%
MSAM
918
Moloney Securities Asset Management
Missouri
$241K -$45.8K -299 -16%
FGA
919
Fortis Group Advisors
New Jersey
$241K +$233K +1,521 +3,042%
RPWA
920
Regent Peak Wealth Advisors
Georgia
$241K -$3.68K -24 -2%
GCP
921
GSA Capital Partners
United Kingdom
$240K +$240K +1,569 New
SDWMA
922
Schneider Downs Wealth Management Advisors
Pennsylvania
$239K +$239K +1,562 New
MNBTD
923
Moody National Bank Trust Division
Texas
$238K +$238K +1,551 New
SC
924
SummitTX Capital
Texas
$237K +$237K +1,550 New
AHL
925
Abel Hall LLC
Louisiana
$237K +$237K +1,549 New
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37
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