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Welltower
WELL

Overview Fund Activity

1,230 hedge funds and large institutions have $98.9B invested in Welltower in 2025 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 570 increasing their positions, 360 reducing their positions, and 78 closing their positions.

Holders
1,230
Holders Change
+19
Holders Change %
+1.57%
% of All Funds
16.52%
Holding in Top 10
32
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+18.52%
% of All Funds
0.43%
New
127
Increased
570
Reduced
360
Closed
78
Calls
$133M
Puts
$243M
Net Calls
-$110M
Net Calls Change
-$160M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$4.9B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.87B
3
Capital International Investors
3
Capital International Investors
California
$6.87B
4
State Street
4
State Street
Massachusetts
$6.09B
5
Capital World Investors
5
Capital World Investors
California
$244M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$13.2B
2
Bank of America
2
Bank of America
North Carolina
$2.92B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$3.1B
4
Principal Financial Group
4
Principal Financial Group
Iowa
$1.6B
5
UBS Group
5
UBS Group
Switzerland
$322M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$13.2B 85,786,487 -6,603,846 -7%
BlackRock
2
BlackRock
New York
$10.2B 66,550,890 +934,466 +1%
Capital International Investors
3
Capital International Investors
California
$6.87B 44,673,321 +2,079,445 +5%
State Street
4
State Street
Massachusetts
$6.09B 39,616,289 +1,740,196 +5%
Cohen & Steers
5
Cohen & Steers
New York
$5.41B 35,174,884 -644,334 -2%
Norges Bank
6
Norges Bank
Norway
$4.9B 31,897,184 +31,897,184 New
Wellington Management Group
7
Wellington Management Group
Massachusetts
$3.1B 20,168,974 -1,120,710 -5%
Bank of America
8
Bank of America
North Carolina
$2.92B 19,011,127 -1,362,377 -7%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$2.82B 18,323,524 +785,538 +4%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$2.3B 15,012,454 +723,887 +5%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$1.87B 12,161,079 +3,237,227 +36%
Principal Financial Group
12
Principal Financial Group
Iowa
$1.6B 10,433,664 -1,028,752 -9%
UBS AM
13
UBS AM
Illinois
$1.49B 9,693,143 +1,528,303 +19%
Northern Trust
14
Northern Trust
Illinois
$1.36B 8,823,187 +355,966 +4%
Morgan Stanley
15
Morgan Stanley
New York
$1.35B 8,812,695 -369,983 -4%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$1.21B 7,898,391 +149,724 +2%
Charles Schwab
17
Charles Schwab
California
$1.13B 7,329,291 +372,697 +5%
Legal & General Group
18
Legal & General Group
United Kingdom
$1.12B 7,297,309 +285,205 +4%
Invesco
19
Invesco
Georgia
$1.12B 7,295,596 +207,964 +3%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$1.11B 7,197,606 -50,876 -0.7%
DZ Bank
21
DZ Bank
Germany
$986M 6,416,565 +85,751 +1%
Goldman Sachs
22
Goldman Sachs
New York
$942M 6,130,834 +1,401,913 +30%
Daiwa Securities Group
23
Daiwa Securities Group
Japan
$823M 5,351,531 -89,722 -2%
NL
24
Nuveen LLC
North Carolina
$787M 5,122,386 +147,491 +3%
RC
25
Resolution Capital
Australia
$782M 5,084,628 +177,849 +4%
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