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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 %
LDB
1251
Lee, Danner & Bass
Tennessee
– -$97.8K -776 Closed
VWM
1252
Venturi Wealth Management
Texas
– -$68.2K -541 Closed
HIIFS
1253
Harel Insurance Investments & Financial Services
Israel
– -$68K -541 Closed
MCM
1254
MidAtlantic Capital Management
Virginia
– -$63K -500 Closed
EC
1255
Elequin Capital
New York
– -$51.4K -408 Closed
AWM
1256
Avior Wealth Management
Nebraska
– -$36.4K -288 Closed
CIAM
1257
Caitong International Asset Management
Hong Kong
– -$27.6K -219 Closed
LWANC
1258
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$25.2K -200 Closed
RCM
1259
Raleigh Capital Management
North Carolina
– -$20.7K -164 Closed
HEIP
1260
Hudson Edge Investment Partners
New Jersey
– -$18.9K -150 Closed
CWP
1261
Concord Wealth Partners
Virginia
– -$14.8K -117 Closed
PCWA
1262
Pacific Capital Wealth Advisors
California
– -$14.5K -115 Closed
CPBTD
1263
Central Pacific Bank - Trust Division
Hawaii
– -$13.1K -104 Closed
RWPA
1264
Richard W. Paul & Associates
Michigan
– -$9.96K -79 Closed
FIA
1265
FPC Investment Advisory
California
– -$10.2K -75 Closed
CAS
1266
Coppell Advisory Solutions
Texas
– -$5.75K -46 Closed
EBA
1267
Eagle Bay Advisors
New York
– -$4.29K -34 Closed
OC
1268
Oarsman Capital
Wisconsin
– -$3.28K -26 Closed
HI
1269
Human Investing
Oregon
– -$2.02K -16 Closed
AA
1270
Addison Advisors
Vermont
– -$1.89K -15 Closed
BFPW
1271
BOK Financial Private Wealth
Colorado
– -$1.64K -13 Closed
FLP
1272
Financial Life Planners
Arizona
– -$1.68K -13 Closed
WWA
1273
Wingate Wealth Advisors
Massachusetts
– -$1.51K -12 Closed
NRG
1274
Nemes Rush Group
Michigan
– -$882 -7 Closed
MRP
1275
Measured Risk Portfolios
California
– -$756 -6 Closed
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