WELL icon

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 %
RWM
1201
Ruedi Wealth Management
Illinois
$1.07K – – –
BCM
1202
Blume Capital Management
California
$767 +$767 +5 New
OCM
1203
Osterweis Capital Management
California
$766 +$766 +5 New
FGAM
1204
Financial Gravity Asset Management
Texas
$766 +$766 +5 New
T
1205
Transce3nd
Texas
$613 -$23.9K -156 -98%
BFS
1206
Bare Financial Services
Pennsylvania
$613 +$613 +4 New
BCWM
1207
Bartlett & Co Wealth Management
Ohio
$460 +$460 +3 New
HHGA
1208
Halbert Hargrove Global Advisors
California
$460 +$460 +3 New
GP
1209
Greenline Partners
New York
$460 +$460 +3 New
RWM
1210
Rialto Wealth Management
New York
$460 +$460 +3 New
RWS
1211
Retirement Wealth Solutions
Wisconsin
$85 – – –
Norges Bank
1212
Norges Bank
Norway
– -$3.94B -31,293,282 Closed
Capital Fund Management (CFM)
1213
Capital Fund Management (CFM)
France
– -$31M -246,320 Closed
EIP
1214
Easterly Investment Partners
Massachusetts
– -$14.5M -114,716 Closed
QIM
1215
Quantitative Investment Management
Virginia
– -$9.98M -79,202 Closed
MCM
1216
Makena Capital Management
California
– -$9.07M -71,958 Closed
Connor, Clark & Lunn Investment Management (CC&L)
1217
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$7.92M -62,841 Closed
DSA
1218
Davis Selected Advisers
Arizona
– -$3.72M -29,550 Closed
LOAME
1219
Lombard Odier Asset Management (Europe)
United Kingdom
– -$3.15M -25,000 Closed
CSS
1220
Cubist Systematic Strategies
Connecticut
– -$3.02M -23,999 Closed
CP
1221
CenterBook Partners
Connecticut
– -$1.99M -15,809 Closed
LOAMS
1222
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$1.88M -14,898 Closed
CNFG
1223
Creegan & Nassoura Financial Group
New Hampshire
– -$1.83M -14,507 Closed
LCM
1224
Landscape Capital Management
New Jersey
– -$1.65M -13,058 Closed
ONSWM
1225
Old North State Wealth Management
North Carolina
– -$1.63M -12,925 Closed
47 48
49
50 51