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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 %
TH
1051
TCTC Holdings
Texas
$58.1K +$10.1K +66 +21%
RA
1052
Rise Advisors
New York
$55.9K +$10.6K +69 +23%
FP
1053
Financial Perspectives
Minnesota
$55K -$33.1K -216 -38%
SCM
1054
Silvant Capital Management
Georgia
$53.3K – – –
PSB
1055
Piscataqua Savings Bank
New Hampshire
$51.8K – – –
IBOK
1056
Independence Bank of Kentucky
Kentucky
$51K – – –
FMP
1057
Financial Management Professionals
Texas
$50.3K +$1.84K +12 +4%
GKIM
1058
GW&K Investment Management
Massachusetts
$50K +$8.59K +56 +21%
WFA
1059
West Financial Advisors
Iowa
$49K – – –
JFA
1060
JNBA Financial Advisors
Minnesota
$46K – – –
CA
1061
Centerpoint Advisors
Massachusetts
$46K – – –
IWP
1062
IAG Wealth Partners
Wisconsin
$46K – – –
AIM
1063
Anchor Investment Management
South Carolina
$46K +$46K +300 New
PWAM
1064
Private Wealth Asset Management
Iowa
$46K +$46K +300 New
FFO
1065
Fortitude Family Office
Arizona
$45.5K – – –
CAL
1066
Capital Advisors Ltd
Ohio
$45K +$16.4K +107 +57%
HFS
1067
Hantz Financial Services
Michigan
$45K +$45K +292 New
BIA
1068
Bell Investment Advisors
California
$44.3K -$460 -3 -1%
HCM
1069
Hollencrest Capital Management
California
$43.4K +$10.4K +68 +32%
C
1070
Covestor
United Kingdom
$43K -$41.4K -267 -49%
NC
1071
NewSquare Capital
Pennsylvania
$42.6K +$26.4K +172 +162%
TC
1072
Truvestments Capital
Florida
$41.5K +$41.5K +271 New
MIM
1073
Manitou Investment Management
Ontario, Canada
$41.4K – – –
TCM
1074
TruNorth Capital Management
Michigan
$40K – – –
SIS
1075
Sound Income Strategies
Florida
$39.5K +$459 +3 +1%
41 42
43
44 45