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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 %
AWM
976
Angeles Wealth Management
California
$204K +$204K +1,332 New
RAG
977
RIA Advisory Group
Iowa
$204K +$204K +1,329 New
MAWA
978
Moss Adams Wealth Advisors
Washington
$203K +$203K +1,324 New
AMBIA
979
Allen Mooney & Barnes Investment Advisors
Georgia
$203K +$203K +1,323 New
OPA
980
Old Port Advisors
Maine
$201K +$201K +1,314 New
MHC
981
May Hill Capital
Massachusetts
$200K +$200K +1,306 New
OCM
982
Orion Capital Management
California
$198K -$127K -830 -39%
QC
983
Quent Capital
New York
$191K +$38.3K +250 +25%
KFI
984
Key Financial Inc
Pennsylvania
$189K – – –
BC
985
Bayforest Capital
United Kingdom
$188K +$169K +1,106 +922%
WIM
986
Westside Investment Management
California
$185K – – –
WT
987
Washington Trust
Rhode Island
$184K – – –
Bank Julius Baer & Co
988
Bank Julius Baer & Co
Switzerland
$180K +$62.1K +359 +53%
EB
989
Eastern Bank
Massachusetts
$176K – – –
GWS
990
Greykasell Wealth Strategies
California
$176K +$176K +1,151 New
CT
991
Colonial Trust
South Carolina
$176K -$12.4K -81 -7%
AIM
992
Arcadia Investment Management
Michigan
$169K – – –
CSB
993
City State Bank
Iowa
$162K – – –
BCMLT
994
Beacon Capital Management LLC (Tennessee)
Tennessee
$158K +$613 +4 +0.4%
AGWCA
995
Annis Gardner Whiting Capital Advisors
Florida
$157K +$29.3K +191 +23%
BOTPPF
996
Board of the Pension Protection Fund
United Kingdom
$153K -$965K -6,300 -86%
SIA
997
Sit Investment Associates
Minnesota
$152K – – –
NSIM
998
North Star Investment Management
Illinois
$145K +$306 +2 +0.2%
SIC
999
SJS Investment Consulting
Ohio
$143K -$16.9K -110 -11%
BG
1000
Bollard Group
Massachusetts
$142K – – –
38 39
40
41 42