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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 %
ECM
376
Eisler Capital Management
United Kingdom
$4.42M -$4.57M -29,700 -51%
P
377
&Partners
Tennessee
$4.41M +$892K +5,802 +25%
FCM
378
FJ Capital Management
Virginia
$4.37M +$1.08M +7,045 +33%
CGH
379
Crossmark Global Holdings
Texas
$4.3M +$199K +1,292 +5%
MFG
380
Merit Financial Group
Georgia
$4.28M +$396K +2,575 +10%
Vontobel Holding
381
Vontobel Holding
Switzerland
$4.27M +$484K +3,151 +13%
NMERB
382
New Mexico Educational Retirement Board
New Mexico
$4.25M – – –
EOJOAM
383
E. Ohman J:or Asset Management
Sweden
$4.24M -$43K -280 -1%
GWMR
384
GC Wealth Management RIA
Massachusetts
$4.24M +$419K +2,728 +11%
RRWA
385
Rainey & Randall Wealth Advisors
Florida
$4.24M +$2.15K +14 +0.1%
BFP
386
Beacon Financial Planning
Massachusetts
$4.19M -$95K -618 -2%
PWMAG
387
Pinnacle Wealth Management Advisory Group
New Jersey
$4.16M -$188K -1,222 -4%
FFA
388
Fairfield Financial Advisors
Massachusetts
$4.08M +$1.31M +8,492 +47%
ST
389
Spinnaker Trust
Maine
$3.97M +$1.23K +8 +0%
BFO
390
Boston Family Office
Massachusetts
$3.96M -$12.1K -79 -0.3%
WCA
391
Westover Capital Advisors
Delaware
$3.94M -$491K -3,191 -11%
JFG
392
Jefferies Financial Group
New York
$3.93M -$39.7M -258,264 -91%
IMPI
393
Ilmarinen Mutual Pension Insurance
Finland
$3.92M – – –
MCM
394
MAI Capital Management
Ohio
$3.9M -$8.92K -58 -0.2%
FPF
395
First Pacific Financial
Washington
$3.88M +$3.87M +25,200 +51,429%
ALMGDA
396
AG2R La Mondiale Gestion d'Actifs
France
$3.87M +$224K +1,459 +6%
LA
397
LBP AM
France
$3.84M +$3.84M +24,971 New
AUB
398
Atlantic Union Bankshares
Virginia
$3.82M +$2.56M +16,676 +204%
Brown Advisory
399
Brown Advisory
Maryland
$3.8M -$1.63M -10,591 -30%
MC
400
Machina Capital
France
$3.77M +$1.89M +12,281 +100%
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