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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 %
ZRP
1101
Zynergy Retirement Planning
New Jersey
$27.2K +$27.2K +216 New
GWSG
1102
GPS Wealth Strategies Group
Colorado
$27.1K +$153 +1 +0.6%
WPA
1103
Wealth Preservation Advisors
Tennessee
$26.5K +$26.5K +173 New
SN
1104
Sittner & Nelson
Oregon
$26.2K – – –
BAM
1105
Bellevue Asset Management
Washington
$26.1K +$154 +1 +0.6%
SC
1106
SouthState Corp
Florida
$25.9K +$22.7K +148 +705%
AEPWM
1107
Atlantic Edge Private Wealth Management
Florida
$25.4K – – –
AAG
1108
Armstrong Advisory Group
Massachusetts
$24.1K – – –
PPC
1109
Park Place Capital
Alabama
$23.3K +$153 +1 +0.7%
AFG
1110
Albion Financial Group
Utah
$22.7K – – –
GBT
1111
Grove Bank & Trust
Florida
$22.5K -$84.6K -552 -79%
BFS
1112
Burkett Financial Services
South Carolina
$22.2K +$153 +1 +0.7%
HBW
1113
Hazlett, Burt & Watson
West Virginia
$22K – – –
FNWA
1114
Financial Network Wealth Advisors
Utah
$21.8K +$21.8K +142 New
PWA
1115
Provenance Wealth Advisors
Florida
$21.3K – – –
BBHC
1116
Brown Brothers Harriman & Co
New York
$20.8K -$766 -5 -4%
AWM
1117
Activest Wealth Management
Florida
$20.5K +$19.8K +129 +2,580%
CFFP
1118
Center for Financial Planning
Michigan
$20.4K – – –
AT
1119
Arlington Trust
Alabama
$20.1K – – –
MWM
1120
MorganRosel Wealth Management
Colorado
$19.9K +$19.9K +130 New
SS
1121
Sunbelt Securities
Texas
$19.3K -$15.3K -100 -44%
EWM
1122
Evermay Wealth Management
Virginia
$19.2K – – –
OAJ
1123
Ogorek Anthony Joseph
New York
$19K +$19K +128 New
YDMI
1124
Y.D. More Investments
Israel
$18.8K +$1.82K +12 +11%
HWP
1125
Highline Wealth Partners
California
$18.2K +$2.91K +19 +19%
43 44
45
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