WELL icon

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 %
BCI
401
Brinker Capital Investments
Pennsylvania
$3.7M 24,044 +2,827 +13%
SPFA
402
Summit Place Financial Advisors
New Jersey
$3.7M 24,040 -170 -0.7%
PL
403
Perpetual Ltd
Australia
$3.69M 24,035 +481 +2%
LM
404
Lincluden Management
Ontario, Canada
$3.64M 23,650 -91 -0.4%
UCFA
405
United Capital Financial Advisors
Texas
$3.55M 23,118 +1,229 +6%
SGI
406
Summit Global Investments
Utah
$3.5M 22,780 +12,671 +125%
Assenagon Asset Management
407
Assenagon Asset Management
Luxembourg
$3.5M 22,754 +1,690 +8%
PDL
408
Portfolio Design Labs
California
$3.46M 22,505 -4,911 -18%
AAM
409
Azzad Asset Management
Virginia
$3.45M 22,470 +11,334 +102%
Carson Wealth (CWM LLC)
410
Carson Wealth (CWM LLC)
Nebraska
$3.45M 22,464 +7,284 +48%
TMAM
411
Tokio Marine Asset Management
Japan
$3.42M 22,265 +2,085 +10%
AG
412
Ascent Group
Virginia
$3.39M 22,041 -4,145 -16%
PFM
413
Patton Fund Management
Texas
$3.36M 21,846 -17,865 -45%
TF
414
Trek Financial
Arizona
$3.34M 21,716 +2,126 +11%
BFG
415
Bleakley Financial Group
New Jersey
$3.31M 21,513 +2,664 +14%
A
416
Argentarii
Ohio
$3.24M 21,102 -389 -2%
TFA
417
Transamerica Financial Advisors
Florida
$3.22M 20,957 +20,957 New
AF
418
Allworth Financial
California
$3.21M 20,880 +14,806 +244%
NWM
419
Nicola Wealth Management
British Columbia, Canada
$3.17M 20,642 +1,140 +6%
IC
420
IEQ Capital
California
$3.13M 20,350 -5,291 -21%
API
421
Asset Planning Inc
California
$3.11M 20,204 -192 -0.9%
OAC
422
OMERS Administration Corp
Ontario, Canada
$3.1M 20,194 – –
BL
423
Bleichroeder LP
New York
$3.07M 20,000 +20,000 New
KA
424
Kintegral Advisory
New York
$3.06M 19,885 -30 -0.2%
MPA
425
Marvin & Palmer Associates
Delaware
$3.05M 19,841 +19,841 New
15 16
17
18 19