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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 %
Public Sector Pension Investment Board (PSP Investments)
176
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$25M +$1.34M +8,752 +6%
WA
177
WestEnd Advisors
North Carolina
$24.9M -$1.26M -8,240 -5%
Mirae Asset Global Investments
178
Mirae Asset Global Investments
South Korea
$24.9M +$6.94M +45,223 +39%
BIC
179
B&I Capital
Switzerland
$24.1M +$1.04M +6,770 +4%
WAM
180
Weiss Asset Management
Massachusetts
$24M +$24M +156,566 New
GC
181
Gillson Capital
Illinois
$23.9M +$16.7M +109,286 +232%
Nomura Holdings
182
Nomura Holdings
Japan
$23.3M +$9.74M +63,604 +72%
IIM
183
INTECH Investment Management
Florida
$22.9M -$1.04M -6,819 -4%
Point72 Asset Management
184
Point72 Asset Management
Connecticut
$22.5M +$12.9M +83,964 +133%
Mackenzie Financial
185
Mackenzie Financial
Ontario, Canada
$21.6M -$14.2M -92,510 -40%
CNB
186
Czech National Bank
Czech Republic
$21.4M +$1.79M +11,672 +9%
VAM
187
Vert Asset Management
California
$21.4M -$6.32M -41,264 -23%
Alyeska Investment Group
188
Alyeska Investment Group
Illinois
$20.4M -$68.8M -448,982 -77%
Wealth Enhancement Advisory Services
189
Wealth Enhancement Advisory Services
Minnesota
$20.1M +$1.6M +10,423 +9%
DnB Asset Management
190
DnB Asset Management
Norway
$19.9M +$8.58K +56 +0%
Skandinaviska Enskilda Banken (SEB)
191
Skandinaviska Enskilda Banken (SEB)
Sweden
$19.7M +$1.13M +7,349 +6%
TC
192
TwinBeech Capital
New York
$19.5M +$19.5M +127,303 New
Mercer Global Advisors
193
Mercer Global Advisors
Colorado
$19.4M +$415K +2,707 +2%
WCP
194
Waterfront Capital Partners
New York
$19.2M +$19.2M +125,000 New
TIAA Trust, National Association
195
TIAA Trust, National Association
North Carolina
$19M -$165K -1,078 -0.9%
TRSOTSOK
196
Teachers Retirement System of the State of Kentucky
Kentucky
$19M +$442K +2,887 +2%
Thrivent Financial for Lutherans
197
Thrivent Financial for Lutherans
Minnesota
$18.9M -$328K -2,142 -2%
FAF
198
Fjarde Ap-fonden
Sweden
$18.9M -$797K -5,200 -4%
AAF
199
Andra AP-fonden
Sweden
$18.8M -$3.2M -20,900 -15%
OCBCO
200
Oversea-Chinese Banking Corp (OCBC)
Singapore
$18.6M -$1.76M -11,512 -9%
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