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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 %
MHR
1001
Matthew Hamilton Rosenberg
$135K – – –
NS
1002
NBC Securities
Alabama
$131K +$131K +860 New
AF
1003
Advisornet Financial
Minnesota
$125K +$21K +137 +20%
FUBT
1004
First United Bank & Trust
Maryland
$123K – – –
VEA
1005
Virtus ETF Advisers
New York
$120K -$1.23M -8,033 -91%
GIA
1006
GHP Investment Advisors
Colorado
$119K – – –
CB
1007
Centennial Bank
Arkansas
$113K – – –
BGAI
1008
Bruce G. Allen Investments
Colorado
$113K – – –
CFO
1009
CVA Family Office
Colorado
$112K +$12.3K +80 +12%
IWM
1010
Inlight Wealth Management
Georgia
$110K +$110K +720 New
HWA
1011
HHM Wealth Advisors
Tennessee
$110K – – –
FWA
1012
Flagship Wealth Advisors
Massachusetts
$110K – – –
WB
1013
Webster Bank
Connecticut
$107K – – –
CT
1014
Clearstead Trust
Maine
$106K – – –
PGAM
1015
Princeton Global Asset Management
New Jersey
$106K -$21.1K -138 -17%
GSWM
1016
Golden State Wealth Management
California
$102K -$1.69K -11 -2%
WAG
1017
Wiser Advisor Group
Arizona
$100K +$459 +3 +0.5%
GEA
1018
Glen Eagle Advisors
New Jersey
$95.8K -$153 -1 -0.2%
FHA
1019
First Horizon Advisors
Tennessee
$94.4K – – –
AG
1020
AmeriFlex Group
Nevada
$94.4K +$16.9K +110 +22%
PWA
1021
Physician Wealth Advisors
Utah
$94.2K – – –
OWP
1022
ORG Wealth Partners
Texas
$92.3K +$92.3K +599 New
CFD
1023
Creative Financial Designs
Indiana
$89.3K +$6.74K +44 +8%
MIA
1024
MeadowBrook Investment Advisors
Michigan
$87.9K – – –
MCM
1025
Manchester Capital Management
Vermont
$87.5K +$17.9K +117 +26%
39 40
41
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