Welltower
WELL
1,237 hedge funds and large institutions have $97.5B invested in Welltower in 2025 Q1 according to their latest regulatory filings, with 189 funds opening new positions, 533 increasing their positions, 339 reducing their positions, and 66 closing their positions.
186% more first-time investments, than exits
New positions opened: 189 | Existing positions closed: 66
57% more repeat investments, than reductions
Existing positions increased: 533 | Existing positions reduced: 339
25% more capital invested
Capital invested by funds: $77.9B → $97.5B (+$19.6B)
22% more call options, than puts
Call options by funds: $279M | Put options by funds: $230M
17% more funds holding in top 10
Funds holding in top 10: 23 → 27 (+4)
9% more funds holding
Funds holding: 1,131 → 1,237 (+106)
0.01% less ownership
Funds ownership: 99.24% → 99.22% (-0.01%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$783M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$374M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$373M |
| 4 |
Morgan Stanley
New York
|
+$300M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$250M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$841M |
| 2 |
JP Morgan Chase
New York
|
-$341M |
| 3 |
Cohen & Steers
New York
|
-$298M |
| 4 |
ZP
Zimmer Partners
New York
|
-$210M |
| 5 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$161M |
WELL Hedge Fund Activity: Q1 2025 in Review
1,237 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q1 2025, worth a combined $97.5B — up 25% from $77.9B a quarter earlier.
Buyers outnumbered sellers: 189 funds opened new WELL positions and 66 closed out — a net gain of 123 holders — while 533 added to existing stakes and 339 trimmed.
The largest buyer was Capital International Investors, adding an estimated $783M. The largest seller was Vanguard Group, cutting an estimated $841M.
- 1,237 institutional investors held Welltower (WELL) as of Q1 2025, up from 1,131 in Q4 2024.
- Funds reported $97.5B of Welltower stock for Q1 2025, up 25% quarter-over-quarter.
- 189 funds opened new Welltower positions in Q1 2025 and 66 closed out, a net change of +123 holders.
- The largest Welltower buyer in Q1 2025 was Capital International Investors, an estimated $783M added.
- The largest Welltower seller in Q1 2025 was Vanguard Group, an estimated $841M sold.
Based on aggregated 13F filings for Q1 2025.