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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 %
WPA
1126
West Paces Advisors
Georgia
$17.9K – – –
FDW
1127
Fourth Dimension Wealth
Ohio
$17K – – –
CMP
1128
Coston McIsaac & Partners
Maine
$17K – – –
VFM
1129
Vision Financial Markets
Connecticut
$16.7K – – –
DF
1130
Dunhill Financial
United Kingdom
$16.1K -$3.54K -23 -18%
WWM
1131
Wolff Wiese Magana
California
$16.1K -$3.52K -23 -18%
IAS
1132
IMA Advisory Services
Colorado
$15.8K +$15.8K +103 New
AWM
1133
Abound Wealth Management
Tennessee
$15.6K -$3.66K -24 -19%
MSFP
1134
Mark Sheptoff Financial Planning
Connecticut
$15.3K – – –
BC
1135
Barrett & Company
Rhode Island
$15.3K – – –
WTA
1136
Washington Trust Advisors
Massachusetts
$15.3K – – –
PCTC
1137
Perkins Coie Trust Company
Washington
$15.3K +$15.3K +100 New
IGAM
1138
iA Global Asset Management
Quebec, Canada
$15K +$15K +99 New
MSWM
1139
Mowery & Schoenfeld Wealth Management
Illinois
$14.4K – – –
WAS
1140
Winch Advisory Services
Wisconsin
$14.3K – – –
WF
1141
Wayfinding Financial
Washington
$14K +$14K +96 New
NMG
1142
New Millennium Group
Utah
$13.9K – – –
HNW
1143
High Note Wealth
Minnesota
$13.2K +$1.07K +7 +9%
MSWA
1144
Marshall & Sterling Wealth Advisors
New York
$13K +$13K +85 New
CNBTD
1145
Citizens National Bank Trust Department
Mississippi
$12.7K – – –
RTL
1146
Red Tortoise LLC
Georgia
$12.4K – – –
RFA
1147
Reyes Financial Architecture
California
$12K – – –
HIMS
1148
Hager Investment Management Services
New Hampshire
$11.8K +$11K +72 +1,440%
BI
1149
Binnacle Investments
Iowa
$11.8K +$11.8K +77 New
CPG
1150
Cornerstone Planning Group
New Jersey
$11.1K +$5.77K +39 +108%
44 45
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