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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 %
AMG
301
Advisors Management Group
Wisconsin
$8.2M -$102K -661 -1%
EGM
302
Engineers Gate Manager
New York
$8.18M +$2.96M +19,258 +57%
PDN
303
Pensionfund DSM Netherlands
Netherlands
$8.11M – – –
Allspring Global Investments
304
Allspring Global Investments
North Carolina
$8.02M +$120K +790 +2%
TRCT
305
Tower Research Capital (TRC)
New York
$8M +$2.41M +15,650 +43%
CPC
306
Consolidated Planning Corp
Georgia
$7.88M +$194K +1,264 +3%
WA
307
Waverly Advisors
Alabama
$7.79M +$163K +1,061 +2%
Truist Financial
308
Truist Financial
North Carolina
$7.67M +$636K +4,135 +9%
AI
309
Atria Investments
North Carolina
$7.52M +$1.59M +10,326 +27%
ACA
310
Aptus Capital Advisors
Alabama
$7.51M +$599K +3,895 +9%
US Bancorp
311
US Bancorp
Minnesota
$7.43M +$526K +3,421 +8%
EMPI
312
Elo Mutual Pension Insurance
Finland
$7.42M -$691K -4,496 -9%
Pathstone Holdings
313
Pathstone Holdings
New Jersey
$7.23M +$107K +698 +2%
QC
314
Quadrature Capital
United Kingdom
$7.2M +$4.78M +31,078 +197%
SSA
315
Schonfeld Strategic Advisors
New York
$7.2M +$2.22M +14,442 +45%
WCM
316
Windward Capital Management
California
$7.08M -$184K -1,200 -3%
GM
317
GeoWealth Management
Illinois
$7.08M -$203K -1,318 -3%
VA
318
Vident Advisory
Georgia
$7.05M +$567K +3,690 +9%
Verition Fund Management
319
Verition Fund Management
Connecticut
$6.99M +$517K +3,365 +8%
MML Investors Services
320
MML Investors Services
Massachusetts
$6.84M +$188K +1,226 +3%
CA
321
Callahan Advisors
Texas
$6.83M +$257K +1,675 +4%
MYAM
322
Meiji Yasuda Asset Management
Japan
$6.81M -$1.32M -8,597 -16%
VAS
323
Vestmark Advisory Solutions
Massachusetts
$6.72M +$3.86M +25,118 +135%
Los Angeles Capital Management
324
Los Angeles Capital Management
California
$6.67M +$115K +748 +2%
PGFC
325
Peapack-Gladstone Financial Corp
New Jersey
$6.65M -$206K -1,338 -3%
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