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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 %
OAM
276
Oppenheimer Asset Management
New York
$9.87M 64,179 +27,265 +74%
LGF
277
LGT Group Foundation
Liechtenstein
$9.86M 64,118 -407 -0.6%
AAM
278
Advisors Asset Management
Colorado
$9.76M 63,494 +5,684 +10%
AV
279
ASR Vermogensbeheer
Netherlands
$9.48M 61,695 +14,683 +31%
NB
280
Norinchukin Bank
Japan
$9.43M 61,328 +3,924 +7%
Wealthfront Advisers
281
Wealthfront Advisers
California
$9.42M 61,290 +5,590 +10%
AM
282
AGF Management
Ontario, Canada
$9.35M 60,835 +391 +0.6%
LF
283
Longbow Finance
Switzerland
$9.05M 58,895 +58,895 New
USCWA
284
U.S. Capital Wealth Advisors
Texas
$8.95M 58,237 -475 -0.8%
ACIM
285
Azimuth Capital Investment Management
Michigan
$8.78M 57,094 +840 +1%
ET
286
Entropy Technologies
New York
$8.73M 56,798 +40,839 +256%
QT
287
Quantbot Technologies
New York
$8.69M 56,527 +34,715 +159%
GWM
288
GDS Wealth Management
Texas
$8.62M 56,064 +14,170 +34%
WW
289
Windle Wealth
Oklahoma
$8.62M 56,041 -209 -0.4%
HTIM
290
Harbour Trust & Investment Management
Indiana
$8.47M 55,102 +683 +1%
KCM
291
Kingdon Capital Management
New York
$8.46M 55,000 +55,000 New
Jane Street
292
Jane Street
New York
$8.41M 54,732 +54,732 New
Osaic Holdings
293
Osaic Holdings
Arizona
$8.3M 62,704 -2,019 -3%
WAS
294
WESPAC Advisors SoCal
California
$8.29M 53,909 +17 +0%
OPERF
295
Oregon Public Employees Retirement Fund
Oregon
$8.25M 53,650 +1,300 +2%
JF
296
Jump Financial
Illinois
$8.23M 53,513 +42,436 +383%
PA
297
Pinnacle Associates
New York
$8.21M 53,385 -2,092 -4%
AMG
298
Advisors Management Group
Wisconsin
$8.2M 53,306 -661 -1%
EGM
299
Engineers Gate Manager
New York
$8.18M 53,206 +19,258 +57%
PDN
300
Pensionfund DSM Netherlands
Netherlands
$8.11M 52,753 – –
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