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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 %
CPCPP
1226
Canada Post Corporation Pension Plan
Canada
– -$1.45M -11,509 Closed
WC
1227
Wexford Capital
Florida
– -$1.32M -10,500 Closed
WAM
1228
Wolverine Asset Management
Illinois
– -$1.11M -8,788 Closed
AI
1229
Axecap Investments
Ohio
– -$958K -7,599 Closed
HT
1230
Headlands Technologies
Illinois
– -$883K -7,005 Closed
GCM
1231
Graham Capital Management
Connecticut
– -$880K -6,982 Closed
OTL
1232
Oak Thistle LLC
New York
– -$820K -6,507 Closed
CFGS
1233
Concourse Financial Group Securities
Alabama
– -$780K -5,947 Closed
IWA
1234
IBEX Wealth Advisors
New Jersey
– -$705K -5,592 Closed
SFO
1235
Stokes Family Office
Louisiana
– -$553K -4,387 Closed
CCG
1236
Cypress Capital Group
Florida
– -$490K -3,887 Closed
KI
1237
Kapitalo Investimentos
Brazil
– -$388K -3,077 Closed
DP
1238
Dearborn Partners
Illinois
– -$337K -2,675 Closed
BPFA
1239
Barnes Pettey Financial Advisors
Mississippi
– -$296K -2,352 Closed
LAM
1240
Longboard Asset Management
Arizona
– -$279K -2,215 Closed
KCM
1241
Kathmere Capital Management
Pennsylvania
– -$257K -2,038 Closed
EWM
1242
Echo Wealth Management
Minnesota
– -$252K -2,000 Closed
AIA
1243
Angeles Investment Advisors
California
– -$227K -1,802 Closed
PA
1244
Probity Advisors
Texas
– -$225K -1,785 Closed
CCG
1245
Catalina Capital Group
California
– -$224K -1,777 Closed
Empower Advisory Group
1246
Empower Advisory Group
Colorado
– -$202K -1,599 Closed
SOW
1247
State of Wyoming
Wyoming
– -$184K -1,459 Closed
QL
1248
Quarry LP
New York
– -$129K -1,024 Closed
PFA
1249
Pathway Financial Advisers
Indiana
– -$104K -825 Closed
T
1250
TOBAM
France
– -$103K -821 Closed
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