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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 %
DEA
351
DoubleLine ETF Adviser
Florida
$5.51M +$1.83M +11,917 +50%
VU
352
Vanderbilt University
Tennessee
$5.5M -$414K -2,695 -7%
EF
353
Empowered Funds
Pennsylvania
$5.46M +$3.18M +20,716 +140%
Man Group
354
Man Group
United Kingdom
$5.36M +$2.04M +13,284 +61%
GIBU
355
Gulf International Bank (UK)
United Kingdom
$5.13M -$471K -3,064 -8%
VT
356
Vise Technologies
New York
$5.1M +$5.1M +33,166 New
KPWS
357
Kestra Private Wealth Services
Texas
$5.08M +$644K +4,189 +15%
SH
358
Svenska Handelsbanken
Sweden
$5.07M +$5.07M +32,992 New
BCM
359
Beck Capital Management
Texas
$5.07M +$1.83M +11,934 +57%
LSERS
360
Louisiana State Employees Retirement System
Louisiana
$5.04M – – –
CFM
361
Catalyst Funds Management
Australia
$5M +$1.75M +11,400 +54%
SAM
362
Securian Asset Management
Minnesota
$4.99M +$32K +208 +0.6%
LC
363
Legacy CG
Texas
$4.99M +$47.5K +309 +1%
MSRPS
364
Maryland State Retirement & Pension System
Maryland
$4.9M +$466K +3,029 +11%
Capital Fund Management (CFM)
365
Capital Fund Management (CFM)
France
$4.87M +$4.87M +31,686 New
William Blair & Company
366
William Blair & Company
Illinois
$4.86M +$85.3K +555 +2%
GIC
367
Generali Investments CEE
Czech Republic
$4.86M – – –
IG
368
ING Group
Netherlands
$4.85M +$607K +3,951 +14%
CCM
369
Cinctive Capital Management
New York
$4.81M -$2.71M -17,627 -36%
WHG
370
Westwood Holdings Group
Texas
$4.8M +$4.8M +31,248 New
BMSSC
371
B. Metzler seel. Sohn & Co
Germany
$4.74M +$93.2K +606 +2%
DLCIG
372
D.L. Carlson Investment Group
New Hampshire
$4.72M -$315K -2,048 -6%
OAM
373
Ostrum Asset Management
France
$4.7M +$3.91M +25,415 +491%
GAM
374
Generali Asset Management
Italy
$4.6M -$1.37M -8,898 -23%
OC
375
Oppenheimer & Co
New York
$4.5M -$62.6K -407 -1%
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