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Welltower
WELL

Overview Fund Activity

1,211 hedge funds and large institutions have $92.5B invested in Welltower in 2025 Q1 according to their latest regulatory filings, with 188 funds opening new positions, 522 increasing their positions, 331 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,211
Holders Change
+100
Holders Change %
+9%
% of All Funds
16.45%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.37%
New
188
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 %
CPG
1151
Cornerstone Planning Group
New Jersey
$11.1K +$5.77K +39 +108%
AW
1152
Avion Wealth
Texas
$11K – – –
HWM
1153
Hemington Wealth Management
Virginia
$11K – – –
SWA
1154
SOA Wealth Advisors
New York
$9.39K +$9.39K +9,393 New
NWM
1155
Navigoe Wealth Management
California
$9K – – –
B
1156
Birchbrook
Maine
$8.94K -$23.1K -150 -72%
ANBT
1157
American National Bank & Trust
Texas
$8.43K – – –
CWM
1158
Crowley Wealth Management
Delaware
$8.43K – – –
SFA
1159
Semmax Financial Advisors
North Carolina
$8.21K – – –
SIS
1160
Strategic Investment Solutions
Illinois
$7.81K -$23.6K -154 -75%
VWA
1161
VSM Wealth Advisory
Maryland
$7.66K – – –
PBK
1162
Peoples Bank (Kansas)
Kansas
$7.66K – – –
FPF
1163
First Pacific Financial
Washington
$7.51K +$7.51K +49 New
GFPC
1164
Global Financial Private Client
Florida
$7.2K – – –
CAWM
1165
Capital A Wealth Management
Pennsylvania
$7.05K +$306 +2 +5%
RAM
1166
Riggs Asset Management
Pennsylvania
$7.05K +$1.23K +8 +21%
CFS
1167
Compass Financial Services
Iowa
$7K -$7K -46 -50%
AP
1168
Aspect Partners
Virginia
$6.89K +$460 +3 +7%
Kayne Anderson Rudnick Investment Management
1169
Kayne Anderson Rudnick Investment Management
California
$5.76K -$3.27K -21 -36%
MAFA
1170
MJT & Associates Financial Advisory
Minnesota
$5.67K +$5.67K +37 New
NECFA
1171
New England Capital Financial Advisors
Connecticut
$5.21K – – –
CWC
1172
Carolinas Wealth Consulting
North Carolina
$5.21K -$1.07K -7 -17%
WCM
1173
WealthTrak Capital Management
Virginia
$5.06K +$3.37K +22 +200%
DIP
1174
DT Investment Partners
Pennsylvania
$4.9K – – –
TCM
1175
TD Capital Management
Tennessee
$4.77K +$4K +26 +520%
45 46
47
48 49