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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 %
ZBNA
926
Zions Bancorporation, National Association
Utah
$236K +$236K +1,539 New
ARC
927
Advisor Resource Council
Texas
$235K +$235K +1,787 New
OL
928
OneFund LLC
Florida
$234K +$234K +1,527 New
PA
929
Procyon Advisors
Connecticut
$234K +$234K +1,526 New
BWL
930
Bogart Wealth LLC
Virginia
$234K +$1.07K +7 +0.5%
CTI
931
Community Trust & Investment
Kentucky
$233K +$233K +1,520 New
KBFS
932
Kohmann Bosshard Financial Services
Ohio
$233K -$460 -3 -0.2%
SP
933
Stonebrook Private
Michigan
$231K +$231K +1,509 New
FFS
934
Founders Financial Securities
Maryland
$231K +$231K +1,549 New
HDIM
935
Hanson & Doremus Investment Management
Vermont
$230K – – –
WAP
936
Wealthcare Advisory Partners
Pennsylvania
$230K +$230K +1,500 New
CAM
937
Cidel Asset Management
Ontario, Canada
$230K -$23.6K -154 -9%
PFP
938
Pinnacle Financial Partners
Tennessee
$229K +$229K +1,496 New
CC
939
Courier Capital
New York
$229K +$229K +1,495 New
RTC
940
Riverview Trust Company
Washington
$229K -$1.53K -10 -0.7%
TIA
941
Trust Investment Advisors
Indiana
$228K +$228K +1,486 New
LFG
942
Larson Financial Group
Missouri
$228K +$130K +849 +133%
OBWG
943
Onyx Bridge Wealth Group
New York
$228K +$228K +1,485 New
CWM
944
Challenger Wealth Management
California
$227K +$227K +1,483 New
AWE
945
Avidian Wealth Enterprises
Texas
$226K -$135K -880 -37%
SFS
946
Sowell Financial Services
Arkansas
$226K +$226K +1,476 New
AAP
947
Arax Advisory Partners
Colorado
$226K +$66.5K +434 +42%
BHIA
948
Birch Hill Investment Advisors
Massachusetts
$226K +$226K +1,472 New
FHA
949
Flagship Harbor Advisors
Massachusetts
$223K +$223K +1,459 New
FFP
950
FourThought Financial Partners
Florida
$223K +$223K +1,457 New
36 37
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