WELL icon

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 %
TPM
326
Triasima Portfolio Management
Quebec, Canada
$6.53M 42,449 +5,341 +14%
Lido Advisors
327
Lido Advisors
California
$6.52M 42,419 -50,336 -54%
BFM
328
Boothbay Fund Management
New York
$6.5M 42,264 -68,092 -62%
CAM
329
Carret Asset Management
New York
$6.48M 42,164 -831 -2%
ECM
330
ExodusPoint Capital Management
New York
$6.46M 42,018 -152,275 -78%
SCM
331
Stevens Capital Management
Pennsylvania
$6.3M 40,989 +10,932 +36%
BCM
332
Brasada Capital Management
Texas
$6.28M 41,115 +3,188 +8%
AIM
333
Achmea Investment Management
Netherlands
$6.27M 40,779 +18,619 +84%
PD
334
Point72 (DIFC)
United Arab Emirates
$6.16M 40,064 +6,836 +21%
Cambridge Investment Research Advisors
335
Cambridge Investment Research Advisors
Iowa
$6.15M 39,987 +4,736 +13%
SAM
336
Shell Asset Management
Netherlands
$6.14M 39,932 +9,997 +33%
DILIC
337
Dai-ichi Life Insurance Company
Japan
$6.08M 39,573 -5,327 -12%
KRS
338
Kentucky Retirement Systems
Kentucky
$6.07M 39,498 -2,588 -6%
BCV
339
Banque Cantonale Vaudoise
Switzerland
$6.04M 39,318 +10,607 +37%
SOAMC
340
Spirit of America Management Corp
New York
$6.01M 39,125 +1,400 +4%
Focus Partners Wealth
341
Focus Partners Wealth
Massachusetts
$6.01M 39,105 +72 +0.2%
HIMCH
342
Hartford Investment Management Co (HIMCO)
Connecticut
$5.77M 37,535 +334 +0.9%
CIS
343
Capital International Sarl
California
$5.68M 36,932 +1,615 +5%
IMCOOI
344
Investment Management Corp of Ontario (IMCO)
Canada
$5.66M 36,845 +19,229 +109%
HI
345
Horizon Investments
North Carolina
$5.63M 36,767 +27,949 +317%
SCM
346
Sterling Capital Management
North Carolina
$5.61M 36,516 +330 +0.9%
KFP
347
KMG Fiduciary Partners
Ohio
$5.52M 35,892 -256 -0.7%
DEA
348
DoubleLine ETF Adviser
Florida
$5.51M 35,846 +11,917 +50%
VU
349
Vanderbilt University
Tennessee
$5.5M 35,747 -2,695 -7%
EF
350
Empowered Funds
Pennsylvania
$5.46M 35,506 +20,716 +140%
12 13
14
15 16