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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 %
SMC
951
Smith, Moore & Co
Missouri
$223K +$223K +1,455 New
KIA
952
KCM Investment Advisors
California
$223K +$223K +1,455 New
ACM
953
Advisors Capital Management
New Jersey
$223K +$223K +1,454 New
SEIA
954
Signature Estate & Investment Advisors
California
$222K -$55.2K -360 -20%
FC
955
Fairscale Capital
New Hampshire
$222K – – –
PWP
956
Phillips Wealth Planners
Mississippi
$221K +$221K +1,552 New
VAF
957
Values Added Financial
District of Columbia
$221K +$221K +1,443 New
FNBT
958
FineMark National Bank & Trust
Florida
$220K +$220K +1,438 New
VRM
959
Vectors Research Management
New York
$219K +$219K +1,430 New
RSWM
960
Robertson Stephens Wealth Management
California
$219K +$219K +1,427 New
OFG
961
Oxford Financial Group
Indiana
$218K +$218K +1,422 New
RIL
962
Rothschild Investment LLC
Illinois
$217K +$8.12K +53 +4%
MWM
963
Mattern Wealth Management
Kansas
$214K +$214K +1,400 New
CWG
964
Cornerstone Wealth Group
North Carolina
$214K +$214K +1,394 New
SCA
965
Stonebridge Capital Advisors
Minnesota
$213K +$213K +1,388 New
MCM
966
MV Capital Management
Maryland
$213K +$1.38K +9 +0.7%
CPIG
967
Chicago Partners Investment Group
Illinois
$212K +$212K +1,401 New
MSCM
968
McElhenny Sheffield Capital Management
Texas
$212K +$212K +1,381 New
BA
969
Bridgewater Advisors
New York
$211K +$211K +1,390 New
BHWM
970
Bar Harbor Wealth Management
New Hampshire
$210K +$210K +1,370 New
PFC
971
Phocas Financial Corp
California
$207K +$207K +1,354 New
HAM
972
Harmony Asset Management
Arizona
$207K +$207K +1,351 New
AWM
973
Aberdeen Wealth Management
Illinois
$207K +$207K +1,350 New
APC
974
Aspire Private Capital
North Carolina
$207K +$207K +1,350 New
XF
975
XML Financial
Maryland
$204K -$69.9K -456 -25%
37 38
39
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