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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 %
BTC
1026
Bank & Trust Company
Illinois
$84.3K – – –
HPC
1027
HM Payson & Co
Maine
$81.7K – – –
CCA
1028
Catalyst Capital Advisors
New York
$80.7K +$80.7K +527 New
AT
1029
Avalon Trust
New Mexico
$79.2K +$79.2K +517 New
CSP
1030
Cary Street Partners
Virginia
$78.3K -$127K -828 -62%
CAM
1031
Creekmur Asset Management
Illinois
$77.4K -$460 -3 -0.6%
VNA
1032
Valley National Advisers
Pennsylvania
$77K +$455 +3 +0.6%
MA
1033
MCF Advisors
Kentucky
$76.6K -$3.68K -24 -5%
OP
1034
ORG Partners
Indiana
$73.5K -$154 -1 -0.2%
SWM
1035
Spire Wealth Management
Virginia
$72.6K -$1.07K -7 -1%
DMBA
1036
Deseret Mutual Benefit Administrators
Utah
$72K -$5.67K -37 -7%
FWM
1037
FSA Wealth Management
Massachusetts
$71.3K +$307 +2 +0.4%
PB
1038
Pinnacle Bancorp
Nebraska
$68.9K – – –
WTFG
1039
Wood Tarver Financial Group
Idaho
$66.4K +$153 +1 +0.2%
CIA
1040
Cape Investment Advisory
Georgia
$64.7K – – –
ADL
1041
Asset Dedication LLC
California
$63K +$1.23K +8 +2%
MFC
1042
Mechanics Financial Corp
Ohio
$61.3K – – –
CWM
1043
Compass Wealth Management
Connecticut
$61.3K – – –
CFB
1044
Cullen/Frost Bankers
Texas
$61.1K +$23.1K +151 +61%
PTC
1045
Private Trust Company
Ohio
$60.4K +$2.3K +15 +4%
ACA
1046
Atlas Capital Advisors
Wyoming
$60.4K – – –
OWA
1047
Opal Wealth Advisors
New York
$59.1K +$59.1K +385 New
Loomis, Sayles & Company
1048
Loomis, Sayles & Company
Massachusetts
$59K -$31.8K -207 -35%
VCM
1049
Versant Capital Management
Arizona
$58.4K +$12.4K +81 +27%
S
1050
Sachetta
Massachusetts
$58.1K -$153 -1 -0.3%
40 41
42
43 44