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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 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,236
Holders Change
+26
Holders Change %
+2.15%
% 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
78
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 %
Northwestern Mutual Wealth Management
251
Northwestern Mutual Wealth Management
Wisconsin
$13.1M +$7M +45,555 +116%
Fifth Third Bancorp
252
Fifth Third Bancorp
Ohio
$13.1M +$683K +4,445 +6%
OSAM
253
O'Shaughnessy Asset Management
Connecticut
$12.9M +$1.51M +9,805 +13%
SFI
254
Susquehanna Fundamental Investments
Pennsylvania
$12.6M -$6.05M -39,346 -32%
TAF
255
Tredje AP-fonden
Sweden
$12.5M – – –
QCM
256
Quantinno Capital Management
New York
$12.5M +$3.09M +20,097 +33%
CAPTRUST Financial Advisors
257
CAPTRUST Financial Advisors
North Carolina
$12.5M -$139K -907 -1%
Corient Private Wealth
258
Corient Private Wealth
Florida
$12.5M +$5.49M +35,688 +79%
VVP
259
Venture Visionary Partners
Ohio
$12.4M -$775K -5,041 -6%
M&T Bank
260
M&T Bank
New York
$12.3M +$46.4K +302 +0.4%
Rafferty Asset Management
261
Rafferty Asset Management
New York
$12.1M +$1.89M +12,306 +19%
NIM
262
NEOS Investment Management
Connecticut
$12M +$4.02M +26,135 +50%
Janney Montgomery Scott
263
Janney Montgomery Scott
Pennsylvania
$11.9M +$262K +1,705 +2%
WBC
264
Westpac Banking Corp
Australia
$11.7M -$1.36M -8,820 -10%
VPIM
265
Vanguard Personalized Indexing Management
California
$11.7M +$1.58M +10,269 +16%
TCOT
266
Trust Company of Toledo
Ohio
$11.7M -$370K -2,409 -3%
MOACM
267
Mutual of America Capital Management
New York
$11.6M -$112K -729 -1%
DCM
268
Dupont Capital Management
Delaware
$11.3M – – –
CTC
269
Central Trust Company
Missouri
$10.8M -$55K -358 -0.5%
FDCDDQ
270
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.8M +$7.39M +48,100 +215%
CSS
271
Cubist Systematic Strategies
Connecticut
$10.8M +$10.8M +70,321 New
SP
272
Sarasin & Partners
United Kingdom
$10.7M +$583K +3,795 +6%
II
273
Inspire Investing
Idaho
$10.6M +$1.49M +9,686 +16%
MIF
274
Mediolanum International Funds
Ireland
$10.3M +$10.3M +67,942 New
WP
275
Woodline Partners
California
$10.3M +$2.42M +15,732 +31%
9 10
11
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