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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 %
SIC
1076
Salem Investment Counselors
North Carolina
$39.1K +$3.68K +24 +10%
CTWM
1077
Cherry Tree Wealth Management
Minnesota
$38.3K – – –
SO
1078
Sierra Ocean
California
$37.7K +$3.84K +25 +11%
SCB
1079
Saudi Central Bank
Saudi Arabia
$37.5K +$37.5K +245 New
BWAM
1080
Boyd Watterson Asset Management
Ohio
$34.9K – – –
WA
1081
WPG Advisers
Maryland
$33.9K +$7.51K +49 +28%
NFSG
1082
Newbridge Financial Services Group
Florida
$33.7K -$15.8K -103 -32%
OIA
1083
Optimum Investment Advisors
Illinois
$32.5K – – –
NEWAS
1084
N.E.W. Advisory Services
Wisconsin
$32.5K +$32.5K +212 New
FC
1085
Franchise Capital
Cayman Islands
$32K +$32K +209 New
MAM
1086
Meeder Asset Management
Ohio
$31.7K -$14.9K -97 -32%
FCAS
1087
First Command Advisory Services
Texas
$31.4K -$29.9K -195 -49%
HFS
1088
Hughes Financial Services
Virginia
$31.3K +$31.3K +203 New
PA
1089
PSI Advisors
Florida
$31.1K – – –
TCPG
1090
Trivant Custom Portfolio Group
California
$30.6K – – –
GTAM
1091
Global Trust Asset Management
Florida
$30.6K – – –
NB
1092
NBT Bank
New York
$29.9K +$153 +1 +0.5%
RF
1093
Roxbury Financial
New Jersey
$29K +$153 +1 +0.5%
TCOV
1094
Trust Company of Vermont
Vermont
$28.8K – – –
Q1WB
1095
Quest 10 Wealth Builders
Virginia
$28.4K +$611 +4 +2%
SWIM
1096
Smallwood Wealth Investment Management
New Jersey
$28.3K +$28.3K +185 New
ME
1097
McIlrath & Eck
Washington
$28.2K – – –
BLC
1098
Brown, Lisle/Cummings
Rhode Island
$28K +$1.23K +8 +5%
HCA
1099
Harbor Capital Advisors
Illinois
$28K +$28K +184 New
BONH
1100
Bank of New Hampshire
New Hampshire
$27.9K – – –
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