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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
1
Capital International Investors
California
$6.53B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.37B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$3.26B
4
Morgan Stanley
4
Morgan Stanley
New York
$1.41B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.69B

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$14.2B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.19B
3
Cohen & Steers
3
Cohen & Steers
New York
$5.49B
4
ZP
4
Zimmer Partners
New York
$284M
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$14.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
KBC Group
101
KBC Group
Belgium
$67.8M +$7.01M +45,754 +12%
Aviva
102
Aviva
United Kingdom
$66.6M +$9.56M +62,398 +17%
Natixis Advisors
103
Natixis Advisors
Massachusetts
$65.3M +$10.8M +70,329 +20%
MDSL
104
M.D. Sass LLC
New York
$64.7M +$5.37M +35,054 +9%
Franklin Resources
105
Franklin Resources
California
$64.5M +$12.3M +80,236 +24%
1832 Asset Management
106
1832 Asset Management
Ontario, Canada
$64.4M +$34M +221,876 +112%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
107
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$64.4M +$1.11M +7,263 +2%
Manulife (Manufacturers Life Insurance)
108
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$62.4M +$3.99M +26,047 +7%
CS
109
Candriam SCA
Luxembourg
$62.2M +$52.5M +342,457 +538%
CII
110
Capital International Inc
California
$61.9M -$2.74M -17,862 -4%
UM
111
UniSuper Management
Australia
$60.9M +$296K +1,932 +0.5%
Robeco Institutional Asset Management
112
Robeco Institutional Asset Management
Netherlands
$59.5M +$2.7M +17,655 +5%
DekaBank Deutsche Girozentrale
113
DekaBank Deutsche Girozentrale
Germany
$57.7M -$474K -3,115 -0.8%
SOADOR
114
State of Alaska Department of Revenue
Alaska
$57.5M +$1.37M +8,956 +2%
RAM
115
Resona Asset Management
Japan
$57.5M +$5M +32,589 +10%
BC
116
Brookfield Corp
Ontario, Canada
$56.9M +$16M +104,320 +39%
CGPCS
117
Capital Group Private Client Services
California
$56.6M +$10.2M +66,484 +22%
State of Wisconsin Investment Board
118
State of Wisconsin Investment Board
Wisconsin
$55.9M +$1.78M +11,615 +3%
Balyasny Asset Management
119
Balyasny Asset Management
Illinois
$55.7M +$30.1M +196,241 +117%
Victory Capital Management
120
Victory Capital Management
Texas
$54.2M +$1.04M +6,792 +2%
BTCPP
121
Border to Coast Pensions Partnership
United Kingdom
$53.6M -$9.96M -65,000 -16%
Fidelity International
122
Fidelity International
Bermuda
$53.1M -$7.43M -48,485 -12%
BHC
123
Bowen Hanes & Co
Florida
$53.1M – – –
COPPSERS
124
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$52.1M +$2.06M +13,439 +4%
Handelsbanken Fonder
125
Handelsbanken Fonder
Sweden
$49.7M -$1.74M -11,373 -3%
3 4
5
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