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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 %
RBC
401
Romano Brothers & Co
Illinois
$3.77M -$73K -475 -2%
GI
402
GAMCO Investors
Connecticut
$3.72M – – –
SC
403
SummitTX Capital
Texas
$3.71M +$3.47M +22,586 +1,457%
BCI
404
Brinker Capital Investments
Pennsylvania
$3.7M +$435K +2,827 +13%
SPFA
405
Summit Place Financial Advisors
New Jersey
$3.7M -$26.1K -170 -0.7%
PL
406
Perpetual Ltd
Australia
$3.69M +$73.9K +481 +2%
LM
407
Lincluden Management
Ontario, Canada
$3.64M -$14K -91 -0.4%
UCFA
408
United Capital Financial Advisors
Texas
$3.55M +$189K +1,229 +6%
SGI
409
Summit Global Investments
Utah
$3.5M +$1.95M +12,671 +125%
Assenagon Asset Management
410
Assenagon Asset Management
Luxembourg
$3.5M +$260K +1,690 +8%
PDL
411
Portfolio Design Labs
California
$3.46M -$755K -4,911 -18%
AAM
412
Azzad Asset Management
Virginia
$3.45M +$1.74M +11,334 +102%
Carson Wealth (CWM LLC)
413
Carson Wealth (CWM LLC)
Nebraska
$3.45M +$1.12M +7,284 +48%
TMAM
414
Tokio Marine Asset Management
Japan
$3.42M +$321K +2,085 +10%
AG
415
Ascent Group
Virginia
$3.39M -$637K -4,145 -16%
PFM
416
Patton Fund Management
Texas
$3.36M -$2.75M -17,865 -45%
TF
417
Trek Financial
Arizona
$3.34M +$327K +2,126 +11%
BFG
418
Bleakley Financial Group
New Jersey
$3.31M +$410K +2,664 +14%
A
419
Argentarii
Ohio
$3.24M -$59.8K -389 -2%
TFA
420
Transamerica Financial Advisors
Florida
$3.22M +$3.22M +20,957 New
AF
421
Allworth Financial
California
$3.21M +$2.28M +14,806 +244%
NWM
422
Nicola Wealth Management
British Columbia, Canada
$3.17M +$175K +1,140 +6%
IC
423
IEQ Capital
California
$3.13M -$813K -5,291 -21%
API
424
Asset Planning Inc
California
$3.11M -$29.5K -192 -0.9%
OAC
425
OMERS Administration Corp
Ontario, Canada
$3.1M – – –
15 16
17
18 19