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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 %
SFI
201
Susquehanna Fundamental Investments
Pennsylvania
$18.6M -$14.7M -96,256 -44%
NCM
202
Nearwater Capital Markets
Ireland
$18.4M +$18.4M +120,000 New
BCIM
203
British Columbia Investment Management
British Columbia, Canada
$18.2M +$99.6K +650 +0.5%
Walleye Trading
204
Walleye Trading
New York
$18.2M +$18.2M +119,054 New
AB
205
Amalgamated Bank
New York
$18.2M +$630K +4,115 +4%
VI
206
Vestcor Inc
New Brunswick, Canada
$18.2M +$204K +1,333 +1%
Calamos Advisors
207
Calamos Advisors
Illinois
$18.1M +$202K +1,317 +1%
VLKIM
208
Van Lanschot Kempen Investment Management
Netherlands
$18M +$4.39M +28,674 +32%
VMPIC
209
Varma Mutual Pension Insurance Co
Finland
$18M -$1.92M -12,500 -10%
ProShare Advisors
210
ProShare Advisors
Maryland
$17.9M -$932K -6,083 -5%
PP
211
Prudential plc
United Kingdom
$17.7M +$1.76M +11,516 +11%
UIM
212
USS Investment Management
United Kingdom
$17.1M -$9.65K -63 -0.1%
CCM
213
Chilton Capital Management
Texas
$17.1M -$5.09M -33,209 -23%
BFM
214
Boothbay Fund Management
New York
$16.9M +$16.5M +107,514 +3,783%
KOCAA
215
Knights of Columbus Asset Advisors
Connecticut
$16.8M +$6.83M +44,570 +68%
AssetMark Inc
216
AssetMark Inc
California
$16.6M +$14.8M +96,862 +867%
MGP
217
Metis Global Partners
California
$16.5M +$2.06M +13,454 +14%
GC
218
Guggenheim Capital
Illinois
$16.3M +$6.79M +44,293 +71%
TW
219
Transform Wealth
Colorado
$16M +$285K +1,862 +2%
YCM
220
Yousif Capital Management
Michigan
$16M +$175K +1,143 +1%
URS
221
Utah Retirement Systems
Utah
$15.7M – – –
BBL
222
Beck Bode LLC
Massachusetts
$15.1M +$15.1M +98,523 New
Cetera Investment Advisers
223
Cetera Investment Advisers
Illinois
$15.1M +$1.76M +11,499 +13%
CIS
224
Connors Investor Services
Pennsylvania
$15M -$340K -2,221 -2%
EI
225
Ethic Inc
New York
$15M +$2.65M +17,177 +21%
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