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Welltower
WELL

Overview Fund Activity

1,236 hedge funds and large institutions have $99.2B invested in Welltower in 2025 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 574 increasing their positions, 361 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,236
Holders Change
+25
Holders Change %
+2.06%
% of All Funds
16.57%
Holding in Top 10
32
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+18.52%
% of All Funds
0.43%
New
128
Increased
574
Reduced
361
Closed
79
Calls
$182M
Puts
$268M
Net Calls
-$86.8M
Net Calls Change
-$136M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$498M
2
Capital International Investors
Capital International Investors
California
+$320M
3
State Street
State Street
Massachusetts
+$268M
4
Capital World Investors
Capital World Investors
California
+$244M
5
UBS AM
UBS AM
Illinois
+$235M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$1.02B
2
Bank of America
Bank of America
North Carolina
-$209M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$172M
4
Principal Financial Group
Principal Financial Group
Iowa
-$158M
5
UBS Group
UBS Group
Switzerland
-$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCIM
226
British Columbia Investment Management
British Columbia, Canada
$15.7M -$2.62M -17,062 -14%
EI
227
Ethic Inc
New York
$15.5M +$694K +4,563 +5%
NAAA
228
New Age Alpha Advisors
New York
$15.4M +$1.94M +12,624 +14%
NCM
229
Nearwater Capital Markets
Ireland
$15.4M -$3.07M -20,000 -17%
Squarepoint
230
Squarepoint
New York
$15.3M +$4.29M +27,877 +39%
GAM
231
Gotham Asset Management
New York
$15.3M +$4.31M +28,005 +39%
PFSRSONJ
232
Police & Firemen's Retirement System of New Jersey
New Jersey
$15.3M +$1.49M +9,699 +11%
CIS
233
Connors Investor Services
Pennsylvania
$15.2M +$143K +929 +1%
Bank of Nova Scotia
234
Bank of Nova Scotia
Ontario, Canada
$14.9M +$3.89M +25,298 +35%
Rockefeller Capital Management
235
Rockefeller Capital Management
New York
$14.7M +$3M +19,546 +26%
IIM
236
INTECH Investment Management
Florida
$14.7M -$8.27M -53,782 -36%
Mariner
237
Mariner
Kansas
$14.4M +$1.28M +8,297 +10%
GCA
238
GSI Capital Advisors
California
$14.4M +$1.88M +12,241 +15%
NYLIM
239
New York Life Investment Management
New York
$14.4M +$482K +3,134 +3%
KeyBank National Association
240
KeyBank National Association
Ohio
$14.2M -$424K -2,756 -3%
Commonwealth Equity Services
241
Commonwealth Equity Services
Massachusetts
$14.2M +$289K +1,879 +2%
HighTower Advisors
242
HighTower Advisors
Illinois
$13.8M -$304K -1,977 -2%
AP
243
Appleton Partners
Massachusetts
$13.7M +$1.2M +7,800 +10%
CCM
244
Chilton Capital Management
Texas
$13.6M -$3.49M -22,722 -20%
DAM
245
DLD Asset Management
New York
$13.5M +$13.5M +87,950 New
QCM
246
QRG Capital Management
Illinois
$13.5M +$707K +4,599 +6%
TG
247
TCW Group
California
$13.4M -$1.18M -7,653 -8%
Public Employees Retirement Association of Colorado
248
Public Employees Retirement Association of Colorado
Colorado
$13.4M +$436K +2,839 +3%
Mackenzie Financial
249
Mackenzie Financial
Ontario, Canada
$13.4M -$8.36M -54,393 -38%
CIBC Asset Management
250
CIBC Asset Management
Ontario, Canada
$13.2M -$1.15M -7,506 -8%
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