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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 %
SFI
251
Susquehanna Fundamental Investments
Pennsylvania
$12.6M 81,819 -39,346 -32%
TAF
252
Tredje AP-fonden
Sweden
$12.5M 81,421 – –
QCM
253
Quantinno Capital Management
New York
$12.5M 81,269 +20,097 +33%
CAPTRUST Financial Advisors
254
CAPTRUST Financial Advisors
North Carolina
$12.5M 81,170 -907 -1%
Corient Private Wealth
255
Corient Private Wealth
Florida
$12.5M 80,889 +35,688 +79%
VVP
256
Venture Visionary Partners
Ohio
$12.4M 80,572 -5,041 -6%
M&T Bank
257
M&T Bank
New York
$12.3M 80,227 +302 +0.4%
Rafferty Asset Management
258
Rafferty Asset Management
New York
$12.1M 78,732 +12,306 +19%
NIM
259
NEOS Investment Management
Connecticut
$12M 78,041 +26,135 +50%
Janney Montgomery Scott
260
Janney Montgomery Scott
Pennsylvania
$11.9M 77,186 +1,705 +2%
WBC
261
Westpac Banking Corp
Australia
$11.7M 75,991 -8,820 -10%
VPIM
262
Vanguard Personalized Indexing Management
California
$11.7M 75,888 +10,269 +16%
TCOT
263
Trust Company of Toledo
Ohio
$11.7M 75,897 -2,409 -3%
MOACM
264
Mutual of America Capital Management
New York
$11.6M 75,297 -729 -1%
DCM
265
Dupont Capital Management
Delaware
$11.3M 73,736 – –
CTC
266
Central Trust Company
Missouri
$10.8M 70,520 -358 -0.5%
FDCDDQ
267
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.8M 70,520 +48,100 +215%
CSS
268
Cubist Systematic Strategies
Connecticut
$10.8M 70,321 +70,321 New
SP
269
Sarasin & Partners
United Kingdom
$10.7M 69,559 +3,795 +6%
II
270
Inspire Investing
Idaho
$10.6M 68,748 +9,686 +16%
MIF
271
Mediolanum International Funds
Ireland
$10.3M 67,942 +67,942 New
WP
272
Woodline Partners
California
$10.3M 67,056 +15,732 +31%
FAM
273
Fred Alger Management
New York
$10.3M 66,893 +716 +1%
Pacer Advisors
274
Pacer Advisors
Pennsylvania
$10.1M 65,870 +17,390 +36%
AF
275
Avanza Fonder
Sweden
$9.9M 64,404 +4,217 +7%
9 10
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