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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 %
NCM
226
Nearwater Capital Markets
Ireland
$15.4M 100,000 -20,000 -17%
Squarepoint
227
Squarepoint
New York
$15.3M 99,572 +27,877 +39%
GAM
228
Gotham Asset Management
New York
$15.3M 99,520 +28,005 +39%
PFSRSONJ
229
Police & Firemen's Retirement System of New Jersey
New Jersey
$15.3M 99,421 +9,699 +11%
CIS
230
Connors Investor Services
Pennsylvania
$15.2M 98,629 +929 +1%
Bank of Nova Scotia
231
Bank of Nova Scotia
Ontario, Canada
$14.9M 96,728 +25,298 +35%
Rockefeller Capital Management
232
Rockefeller Capital Management
New York
$14.7M 95,521 +19,546 +26%
IIM
233
INTECH Investment Management
Florida
$14.7M 95,415 -53,782 -36%
Mariner
234
Mariner
Kansas
$14.4M 93,970 +8,297 +10%
GCA
235
GSI Capital Advisors
California
$14.4M 93,677 +12,241 +15%
NYLIM
236
New York Life Investment Management
New York
$14.4M 93,347 +3,134 +3%
KeyBank National Association
237
KeyBank National Association
Ohio
$14.2M 92,615 -2,756 -3%
Commonwealth Equity Services
238
Commonwealth Equity Services
Massachusetts
$14.2M 92,095 +1,879 +2%
HighTower Advisors
239
HighTower Advisors
Illinois
$13.8M 90,007 -1,977 -2%
AP
240
Appleton Partners
Massachusetts
$13.7M 89,430 +7,800 +10%
CCM
241
Chilton Capital Management
Texas
$13.6M 88,696 -22,722 -20%
DAM
242
DLD Asset Management
New York
$13.5M 87,950 +87,950 New
QCM
243
QRG Capital Management
Illinois
$13.5M 87,813 +4,599 +6%
TG
244
TCW Group
California
$13.4M 87,347 -7,653 -8%
Public Employees Retirement Association of Colorado
245
Public Employees Retirement Association of Colorado
Colorado
$13.4M 87,073 +2,839 +3%
Mackenzie Financial
246
Mackenzie Financial
Ontario, Canada
$13.4M 86,889 -54,393 -38%
CIBC Asset Management
247
CIBC Asset Management
Ontario, Canada
$13.2M 86,116 -7,506 -8%
Northwestern Mutual Wealth Management
248
Northwestern Mutual Wealth Management
Wisconsin
$13.1M 84,911 +45,555 +116%
Fifth Third Bancorp
249
Fifth Third Bancorp
Ohio
$13.1M 84,905 +4,445 +6%
OSAM
250
O'Shaughnessy Asset Management
Connecticut
$12.9M 83,920 +9,805 +13%
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