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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 %
CI Investments Inc
151
CI Investments Inc
Ontario, Canada
$33.9M -$481K -3,140 -1%
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$33.6M +$1.02M +6,645 +3%
N
153
Natixis
France
$33.6M -$104K -680 -0.3%
SMDAM
154
Sumitomo Mitsui DS Asset Management
Japan
$33.5M +$1.54M +10,082 +5%
State of Tennessee, Department of Treasury
155
State of Tennessee, Department of Treasury
Tennessee
$33M -$919 -6 -0%
KK
156
KLP Kapitalforvaltning
Norway
$32.7M +$368K +2,400 +1%
Stifel Financial
157
Stifel Financial
Missouri
$32M +$2.44M +15,932 +8%
Holocene Advisors
158
Holocene Advisors
New York
$31.4M +$31.4M +205,000 New
First Trust Advisors
159
First Trust Advisors
Illinois
$30.9M -$4.55M -29,686 -13%
LF
160
Lansforsakringar Fondforvaltning
Sweden
$30.9M -$514K -3,354 -2%
ECM
161
ExodusPoint Capital Management
New York
$29.8M +$1.86M +12,157 +7%
FRAF
162
Första AP-fonden
Sweden
$29.2M +$5.16M +33,700 +21%
NW
163
NewEdge Wealth
Pennsylvania
$28.2M -$1.07M -6,961 -4%
ASRS
164
Arizona State Retirement System
Arizona
$28M +$693K +4,524 +3%
EWA
165
EP Wealth Advisors
California
$27.8M +$27.1M +176,986 +4,258%
TI
166
Tidal Investments
Wisconsin
$27.6M +$20.7M +134,850 +296%
Creative Planning
167
Creative Planning
Kansas
$27.3M +$2.4M +15,679 +10%
MIM
168
MetLife Investment Management
New Jersey
$26.9M +$213K +1,389 +0.8%
Caisse de Depot et Placement du Quebec (CDPQ)
169
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$26.8M -$1.39M -9,042 -5%
Susquehanna International Group
170
Susquehanna International Group
Pennsylvania
$25.8M -$12.4M -80,809 -32%
CF
171
Corebridge Financial
Texas
$25.7M +$293K +1,911 +1%
HF
172
HRT Financial
New York
$25.5M +$25.5M +166,704 New
Ensign Peak Advisors
173
Ensign Peak Advisors
Utah
$25.4M +$2.97M +19,380 +13%
SOMRS
174
State of Michigan Retirement System
Michigan
$25.3M +$735K +4,800 +3%
NAM
175
Nissay Asset Management
Japan
$25.2M +$773K +5,047 +3%
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