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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 %
Allspring Global Investments
301
Allspring Global Investments
North Carolina
$8.02M 52,915 +790 +2%
TRCT
302
Tower Research Capital (TRC)
New York
$8M 52,025 +15,650 +43%
CPC
303
Consolidated Planning Corp
Georgia
$7.88M 51,270 +1,264 +3%
WA
304
Waverly Advisors
Alabama
$7.79M 50,689 +1,061 +2%
Truist Financial
305
Truist Financial
North Carolina
$7.67M 49,912 +4,135 +9%
AI
306
Atria Investments
North Carolina
$7.52M 48,918 +10,326 +27%
ACA
307
Aptus Capital Advisors
Alabama
$7.51M 48,847 +3,895 +9%
US Bancorp
308
US Bancorp
Minnesota
$7.43M 48,348 +3,421 +8%
EMPI
309
Elo Mutual Pension Insurance
Finland
$7.42M 48,254 -4,496 -9%
Pathstone Holdings
310
Pathstone Holdings
New Jersey
$7.23M 47,016 +698 +2%
QC
311
Quadrature Capital
United Kingdom
$7.2M 46,843 +31,078 +197%
SSA
312
Schonfeld Strategic Advisors
New York
$7.2M 46,808 +14,442 +45%
WCM
313
Windward Capital Management
California
$7.08M 46,069 -1,200 -3%
GM
314
GeoWealth Management
Illinois
$7.08M 46,044 -1,318 -3%
VA
315
Vident Advisory
Georgia
$7.05M 45,831 +3,690 +9%
Verition Fund Management
316
Verition Fund Management
Connecticut
$6.99M 45,447 +3,365 +8%
MML Investors Services
317
MML Investors Services
Massachusetts
$6.84M 44,486 +1,226 +3%
CA
318
Callahan Advisors
Texas
$6.83M 44,398 +1,675 +4%
MYAM
319
Meiji Yasuda Asset Management
Japan
$6.81M 44,309 -8,597 -16%
VAS
320
Vestmark Advisory Solutions
Massachusetts
$6.72M 43,740 +25,118 +135%
Los Angeles Capital Management
321
Los Angeles Capital Management
California
$6.67M 43,403 +748 +2%
PGFC
322
Peapack-Gladstone Financial Corp
New Jersey
$6.65M 43,225 -1,338 -3%
AAS
323
Avantax Advisory Services
Texas
$6.62M 43,032 +2,563 +6%
NW
324
Naviter Wealth
Arkansas
$6.61M 43,021 +4,922 +13%
MSU
325
Mizuho Securities USA
New York
$6.6M 42,931 -5,851 -12%
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