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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 %
AAS
326
Avantax Advisory Services
Texas
$6.62M +$394K +2,563 +6%
NW
327
Naviter Wealth
Arkansas
$6.61M +$757K +4,922 +13%
MSU
328
Mizuho Securities USA
New York
$6.6M -$899K -5,851 -12%
TPM
329
Triasima Portfolio Management
Quebec, Canada
$6.53M +$821K +5,341 +14%
Lido Advisors
330
Lido Advisors
California
$6.52M -$7.74M -50,336 -54%
BFM
331
Boothbay Fund Management
New York
$6.5M -$10.5M -68,092 -62%
CAM
332
Carret Asset Management
New York
$6.48M -$128K -831 -2%
ECM
333
ExodusPoint Capital Management
New York
$6.46M -$23.4M -152,275 -78%
SCM
334
Stevens Capital Management
Pennsylvania
$6.3M +$1.68M +10,932 +36%
BCM
335
Brasada Capital Management
Texas
$6.28M +$487K +3,188 +8%
AIM
336
Achmea Investment Management
Netherlands
$6.27M +$2.86M +18,619 +84%
PD
337
Point72 (DIFC)
United Arab Emirates
$6.16M +$1.05M +6,836 +21%
Cambridge Investment Research Advisors
338
Cambridge Investment Research Advisors
Iowa
$6.15M +$728K +4,736 +13%
SAM
339
Shell Asset Management
Netherlands
$6.14M +$1.54M +9,997 +33%
DILIC
340
Dai-ichi Life Insurance Company
Japan
$6.08M -$819K -5,327 -12%
KRS
341
Kentucky Retirement Systems
Kentucky
$6.07M -$398K -2,588 -6%
BCV
342
Banque Cantonale Vaudoise
Switzerland
$6.04M +$1.63M +10,607 +37%
SOAMC
343
Spirit of America Management Corp
New York
$6.01M +$215K +1,400 +4%
Focus Partners Wealth
344
Focus Partners Wealth
Massachusetts
$6.01M +$11.1K +72 +0.2%
HIMCH
345
Hartford Investment Management Co (HIMCO)
Connecticut
$5.77M +$51.3K +334 +0.9%
CIS
346
Capital International Sarl
California
$5.68M +$248K +1,615 +5%
IMCOOI
347
Investment Management Corp of Ontario (IMCO)
Canada
$5.66M +$2.96M +19,229 +109%
HI
348
Horizon Investments
North Carolina
$5.63M +$4.28M +27,949 +317%
SCM
349
Sterling Capital Management
North Carolina
$5.61M +$50.7K +330 +0.9%
KFP
350
KMG Fiduciary Partners
Ohio
$5.52M -$39.4K -256 -0.7%
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