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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 %
Man Group
351
Man Group
United Kingdom
$5.36M 34,897 +13,284 +61%
GIBU
352
Gulf International Bank (UK)
United Kingdom
$5.13M 33,362 -3,064 -8%
VT
353
Vise Technologies
New York
$5.1M 33,166 +33,166 New
KPWS
354
Kestra Private Wealth Services
Texas
$5.08M 33,069 +4,189 +15%
SH
355
Svenska Handelsbanken
Sweden
$5.07M 32,992 +32,992 New
BCM
356
Beck Capital Management
Texas
$5.07M 32,976 +11,934 +57%
LSERS
357
Louisiana State Employees Retirement System
Louisiana
$5.04M 32,800 – –
CFM
358
Catalyst Funds Management
Australia
$5M 32,500 +11,400 +54%
SAM
359
Securian Asset Management
Minnesota
$4.99M 32,480 +208 +0.6%
LC
360
Legacy CG
Texas
$4.99M 32,440 +309 +1%
MSRPS
361
Maryland State Retirement & Pension System
Maryland
$4.9M 31,845 +3,029 +11%
Capital Fund Management (CFM)
362
Capital Fund Management (CFM)
France
$4.87M 31,686 +31,686 New
William Blair & Company
363
William Blair & Company
Illinois
$4.86M 31,603 +555 +2%
GIC
364
Generali Investments CEE
Czech Republic
$4.86M 31,600 – –
IG
365
ING Group
Netherlands
$4.85M 31,542 +3,951 +14%
CCM
366
Cinctive Capital Management
New York
$4.81M 31,257 -17,627 -36%
WHG
367
Westwood Holdings Group
Texas
$4.8M 31,248 +31,248 New
BMSSC
368
B. Metzler seel. Sohn & Co
Germany
$4.74M 30,857 +606 +2%
DLCIG
369
D.L. Carlson Investment Group
New Hampshire
$4.72M 30,685 -2,048 -6%
OAM
370
Ostrum Asset Management
France
$4.7M 30,592 +25,415 +491%
GAM
371
Generali Asset Management
Italy
$4.6M 29,938 -8,898 -23%
OC
372
Oppenheimer & Co
New York
$4.5M 29,260 -407 -1%
ECM
373
Eisler Capital Management
United Kingdom
$4.42M 28,702 -29,700 -51%
P
374
&Partners
Tennessee
$4.41M 28,670 +5,802 +25%
FCM
375
FJ Capital Management
Virginia
$4.37M 28,454 +7,045 +33%
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