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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 189 funds opening new positions, 521 increasing their positions, 331 reducing their positions, and 67 closing their positions.

Holders
1,211
Holders Change
+101
Holders Change %
+9.1%
% 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
189
Increased
521
Reduced
331
Closed
67
Calls
$279M
Puts
$230M
Net Calls
+$49.7M
Net Calls Change
+$190M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$6.53B
2
NL
2
Nuveen LLC
North Carolina
$762M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.37B
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$3.26B
5
Morgan Stanley
5
Morgan Stanley
New York
$1.41B

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$14.2B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.19B
4
Cohen & Steers
4
Cohen & Steers
New York
$5.49B
5
ZP
5
Zimmer Partners
New York
$284M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$14.2B 92,390,333 -5,904,925 -6%
BlackRock
2
BlackRock
New York
$10.1B 65,616,424 +715,347 +1%
Capital International Investors
3
Capital International Investors
California
$6.53B 42,593,876 +5,497,468 +15%
State Street
4
State Street
Massachusetts
$5.8B 37,876,093 +1,439,710 +4%
Cohen & Steers
5
Cohen & Steers
New York
$5.49B 35,819,218 -2,091,429 -6%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$3.26B 21,289,684 +2,614,562 +14%
Bank of America
7
Bank of America
North Carolina
$3.12B 20,373,504 +1,666,716 +9%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$2.69B 17,537,986 +1,755,191 +11%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$2.19B 14,288,567 +729,726 +5%
Principal Financial Group
10
Principal Financial Group
Iowa
$1.76B 11,462,416 -446,223 -4%
Morgan Stanley
11
Morgan Stanley
New York
$1.41B 9,182,678 +2,108,196 +30%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$1.37B 8,923,852 +2,622,384 +42%
Northern Trust
13
Northern Trust
Illinois
$1.3B 8,467,221 +36,725 +0.4%
UBS AM
14
UBS AM
Illinois
$1.25B 8,164,840 +532,135 +7%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$1.19B 7,748,667 -2,392,071 -24%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$1.11B 7,248,482 -227,327 -3%
Invesco
17
Invesco
Georgia
$1.09B 7,087,632 -337,365 -5%
Legal & General Group
18
Legal & General Group
United Kingdom
$1.07B 7,012,104 +122,003 +2%
Charles Schwab
19
Charles Schwab
California
$1.07B 6,956,594 +877,856 +14%
DZ Bank
20
DZ Bank
Germany
$970M 6,330,814 -187,459 -3%
Daiwa Securities Group
21
Daiwa Securities Group
Japan
$834M 5,441,253 -797,833 -13%
Deutsche Bank
22
Deutsche Bank
Germany
$785M 5,121,288 +118,185 +2%
NL
23
Nuveen LLC
North Carolina
$762M 4,974,895 +4,974,895 New
CIM
24
Centersquare Investment Management
Pennsylvania
$760M 4,962,246 +67,835 +1%
RC
25
Resolution Capital
Australia
$752M 4,906,779 -862,394 -15%
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