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Welltower
WELL

Overview Fund Activity

1,211 hedge funds and large institutions have $92.5B invested in Welltower in 2025 Q1 according to their latest regulatory filings, with 189 funds opening new positions, 521 increasing their positions, 331 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,211
Holders Change
+101
Holders Change %
+9.1%
% of All Funds
16.45%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.37%
New
189
Increased
521
Reduced
331
Closed
67
Calls
$279M
Puts
$230M
Net Calls
+$49.7M
Net Calls Change
+$190M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$6.53B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.37B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$3.26B
4
Morgan Stanley
4
Morgan Stanley
New York
$1.41B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.69B

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$14.2B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.19B
3
Cohen & Steers
3
Cohen & Steers
New York
$5.49B
4
ZP
4
Zimmer Partners
New York
$284M
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$14.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
New York State Common Retirement Fund
76
New York State Common Retirement Fund
New York
$117M -$720K -4,700 -0.6%
Citadel Advisors
77
Citadel Advisors
Florida
$114M -$87.6M -571,568 -43%
Raymond James Financial
78
Raymond James Financial
Florida
$111M +$664K +4,331 +0.6%
Acadian Asset Management
79
Acadian Asset Management
Massachusetts
$110M +$93.5M +610,063 +566%
National Bank of Canada
80
National Bank of Canada
Quebec, Canada
$106M +$35.1M +229,330 +49%
Zurich Cantonal Bank
81
Zurich Cantonal Bank
Switzerland
$106M +$22.4M +145,947 +27%
Korea Investment Corp
82
Korea Investment Corp
South Korea
$105M +$31.8M +207,735 +43%
Allianz Asset Management
83
Allianz Asset Management
Germany
$104M -$81.1M -529,635 -44%
Neuberger Berman Group
84
Neuberger Berman Group
New York
$104M +$19.6M +127,985 +23%
CRM
85
Cardano Risk Management
Netherlands
$101M +$101M +658,763 New
ZIG
86
Zurich Insurance Group
Switzerland
$95.4M +$95.4M +622,580 New
Janus Henderson Group
87
Janus Henderson Group
United Kingdom
$93.6M +$4.89M +31,918 +6%
Swedbank
88
Swedbank
Sweden
$92M -$5.38M -35,103 -6%
GA
89
GRS Advisors
Illinois
$90.2M +$84.9M +553,980 +1,607%
State Board of Administration of Florida Retirement System
90
State Board of Administration of Florida Retirement System
Florida
$88.9M +$2.13M +13,870 +2%
Capital Research Global Investors
91
Capital Research Global Investors
California
$87.3M -$16.7M -108,940 -16%
BNP Paribas Asset Management
92
BNP Paribas Asset Management
France
$80M +$52.5M +342,620 +191%
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$78.9M -$16.9M -109,990 -18%
Adage Capital Partners
94
Adage Capital Partners
Massachusetts
$77.5M -$21M -137,100 -21%
Mitsubishi UFJ Trust & Banking
95
Mitsubishi UFJ Trust & Banking
Japan
$77.2M +$15.5M +101,234 +25%
Retirement Systems of Alabama
96
Retirement Systems of Alabama
Alabama
$72.2M +$1.32M +8,609 +2%
Axa
97
Axa
France
$70.9M -$6.75M -44,082 -9%
New York State Teachers Retirement System (NYSTRS)
98
New York State Teachers Retirement System (NYSTRS)
New York
$70.6M +$591K +3,858 +0.8%
Envestnet Asset Management
99
Envestnet Asset Management
Illinois
$70.3M +$42.9K +280 +0.1%
State of New Jersey Common Pension Fund D
100
State of New Jersey Common Pension Fund D
New Jersey
$69.4M -$1.69M -11,041 -2%
2 3
4
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