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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
16.51%
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
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.87B
2
Capital International Investors
2
Capital International Investors
California
$6.87B
3
State Street
3
State Street
Massachusetts
$6.09B
4
Capital World Investors
4
Capital World Investors
California
$244M
5
UBS AM
5
UBS AM
Illinois
$1.49B

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 %
ECM
376
Eisler Capital Management
United Kingdom
$4.42M 28,702 -29,700 -51%
P
377
&Partners
Tennessee
$4.41M 28,670 +5,802 +25%
FCM
378
FJ Capital Management
Virginia
$4.37M 28,454 +7,045 +33%
CGH
379
Crossmark Global Holdings
Texas
$4.3M 27,997 +1,292 +5%
MFG
380
Merit Financial Group
Georgia
$4.28M 27,861 +2,575 +10%
Vontobel Holding
381
Vontobel Holding
Switzerland
$4.27M 27,756 +3,151 +13%
NMERB
382
New Mexico Educational Retirement Board
New Mexico
$4.25M 27,648 – –
EOJOAM
383
E. Ohman J:or Asset Management
Sweden
$4.24M 27,594 -280 -1%
GWMR
384
GC Wealth Management RIA
Massachusetts
$4.24M 27,574 +2,728 +11%
RRWA
385
Rainey & Randall Wealth Advisors
Florida
$4.24M 27,565 +14 +0.1%
BFP
386
Beacon Financial Planning
Massachusetts
$4.19M 27,275 -618 -2%
PWMAG
387
Pinnacle Wealth Management Advisory Group
New Jersey
$4.16M 27,067 -1,222 -4%
FFA
388
Fairfield Financial Advisors
Massachusetts
$4.08M 26,519 +8,492 +47%
ST
389
Spinnaker Trust
Maine
$3.97M 25,832 +8 +0%
BFO
390
Boston Family Office
Massachusetts
$3.96M 25,753 -79 -0.3%
WCA
391
Westover Capital Advisors
Delaware
$3.94M 25,639 -3,191 -11%
JFG
392
Jefferies Financial Group
New York
$3.93M 25,545 -258,264 -91%
IMPI
393
Ilmarinen Mutual Pension Insurance
Finland
$3.92M 25,500 – –
MCM
394
MAI Capital Management
Ohio
$3.9M 25,399 -58 -0.2%
FPF
395
First Pacific Financial
Washington
$3.88M 25,249 +25,200 +51,429%
ALMGDA
396
AG2R La Mondiale Gestion d'Actifs
France
$3.87M 25,159 +1,459 +6%
LA
397
LBP AM
France
$3.84M 24,971 +24,971 New
AUB
398
Atlantic Union Bankshares
Virginia
$3.82M 24,835 +16,676 +204%
Brown Advisory
399
Brown Advisory
Maryland
$3.8M 24,705 -10,591 -30%
MC
400
Machina Capital
France
$3.77M 24,523 +12,281 +100%
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16
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