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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 %
FAM
276
Fred Alger Management
New York
$10.3M +$110K +716 +1%
Pacer Advisors
277
Pacer Advisors
Pennsylvania
$10.1M +$2.67M +17,390 +36%
AF
278
Avanza Fonder
Sweden
$9.9M +$648K +4,217 +7%
OAM
279
Oppenheimer Asset Management
New York
$9.87M +$4.19M +27,265 +74%
LGF
280
LGT Group Foundation
Liechtenstein
$9.86M -$62.6K -407 -0.6%
AAM
281
Advisors Asset Management
Colorado
$9.76M +$874K +5,684 +10%
AV
282
ASR Vermogensbeheer
Netherlands
$9.48M +$2.26M +14,683 +31%
NB
283
Norinchukin Bank
Japan
$9.43M +$603K +3,924 +7%
Wealthfront Advisers
284
Wealthfront Advisers
California
$9.42M +$859K +5,590 +10%
AM
285
AGF Management
Ontario, Canada
$9.35M +$60.1K +391 +0.6%
LF
286
Longbow Finance
Switzerland
$9.05M +$9.05M +58,895 New
USCWA
287
U.S. Capital Wealth Advisors
Texas
$8.95M -$73K -475 -0.8%
ACIM
288
Azimuth Capital Investment Management
Michigan
$8.78M +$129K +840 +1%
ET
289
Entropy Technologies
New York
$8.73M +$6.28M +40,839 +256%
QT
290
Quantbot Technologies
New York
$8.69M +$5.34M +34,715 +159%
GWM
291
GDS Wealth Management
Texas
$8.62M +$2.18M +14,170 +34%
WW
292
Windle Wealth
Oklahoma
$8.62M -$32.1K -209 -0.4%
HTIM
293
Harbour Trust & Investment Management
Indiana
$8.47M +$105K +683 +1%
KCM
294
Kingdon Capital Management
New York
$8.46M +$8.46M +55,000 New
Jane Street
295
Jane Street
New York
$8.41M +$8.41M +54,732 New
Osaic Holdings
296
Osaic Holdings
Arizona
$8.3M -$267K -2,019 -3%
WAS
297
WESPAC Advisors SoCal
California
$8.29M +$2.61K +17 +0%
OPERF
298
Oregon Public Employees Retirement Fund
Oregon
$8.25M +$200K +1,300 +2%
JF
299
Jump Financial
Illinois
$8.23M +$6.52M +42,436 +383%
PA
300
Pinnacle Associates
New York
$8.21M -$322K -2,092 -4%
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