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

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$14.2B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.19B
3
Cohen & Steers
Cohen & Steers
New York
$5.49B
4
ZP
Zimmer Partners
New York
$284M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$14.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Chevy Chase Trust
126
Chevy Chase Trust
Maryland
$49.3M +$1.35M +8,807 +3%
UIC
127
Uniplan Investment Counsel
Wisconsin
$49.1M -$3.5M -22,873 -7%
Teacher Retirement System of Texas
128
Teacher Retirement System of Texas
Texas
$48.1M -$34.5M -225,018 -42%
ERSOT
129
Employees Retirement System of Texas
Texas
$48M -$995K -6,493 -2%
APG Asset Management
130
APG Asset Management
Netherlands
$46.9M -$172K -1,212 -0.4%
Toronto Dominion Bank
131
Toronto Dominion Bank
Ontario, Canada
$46.3M -$2.68M -17,468 -5%
VanEck Associates
132
VanEck Associates
New York
$46.1M +$3.1M +20,262 +7%
CIM
133
Corda Investment Management
Texas
$46M -$8.88M -57,975 -16%
Royal London Asset Management
134
Royal London Asset Management
United Kingdom
$44.9M +$4.74M +30,963 +12%
Credit Agricole
135
Credit Agricole
France
$44.6M +$12.8M +83,371 +40%
JFG
136
Jefferies Financial Group
New York
$43.5M +$23.7M +154,809 +120%
Treasurer of the State of North Carolina
137
Treasurer of the State of North Carolina
North Carolina
$43.2M -$2.34M -15,273 -5%
Nisa Investment Advisors
138
Nisa Investment Advisors
Missouri
$42.9M -$2.72M -17,754 -6%
VRS
139
Virginia Retirement Systems
Virginia
$42.4M +$42.4M +276,660 New
FMI
140
Factory Mutual Insurance
Massachusetts
$40.6M – – –
HS
141
Hazelview Securities
Ontario, Canada
$39.6M +$2.67M +17,452 +7%
LPL Financial
142
LPL Financial
California
$39.5M +$1.48M +9,678 +4%
AQR Capital Management
143
AQR Capital Management
Connecticut
$39.4M +$1.7M +11,121 +5%
II
144
IFM Investors
Australia
$36.9M -$2.56M -16,722 -6%
CWM
145
CIBC World Markets
New York
$36.8M +$1.42M +9,253 +4%
Millennium Management
146
Millennium Management
New York
$35.9M -$120M -783,941 -77%
BSA
147
Braun Stacey Associates
New York
$35.9M -$2.14M -13,973 -6%
Cerity Partners
148
Cerity Partners
New York
$35M +$179K +1,170 +0.5%
UB
149
UMB Bank
Missouri
$34.1M +$407K +2,657 +1%
TD Asset Management
150
TD Asset Management
Ontario, Canada
$34M +$1.17M +7,618 +4%
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