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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.

Holders
1,236
Holders Change
+25
Holders Change %
+2.06%
% of All Funds
16.59%
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
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 Holding Trade Value Shares
Change 		Shares
Change %
BL
426
Bleichroeder LP
New York
$3.07M +$3.07M +20,000 New
KA
427
Kintegral Advisory
New York
$3.06M -$4.61K -30 -0.2%
MPA
428
Marvin & Palmer Associates
Delaware
$3.05M +$3.05M +19,841 New
NMIMC
429
Northwestern Mutual Investment Management Company
Wisconsin
$3.05M +$68.1K +443 +2%
CIA
430
Concurrent Investment Advisors
Florida
$3.03M +$29.7K +193 +1%
SG Americas Securities
431
SG Americas Securities
New York
$3.03M +$1.35M +8,780 +81%
CB
432
Commerce Bank
Missouri
$3M +$36.4K +237 +1%
DA
433
Drake & Associates
Wisconsin
$2.96M +$927K +6,029 +46%
TCM
434
Twin Capital Management
Pennsylvania
$2.95M +$1.29M +8,397 +78%
FC
435
Forte Capital
New York
$2.95M +$12.9K +84 +0.4%
HFM
436
Harvest Fund Management
China
$2.93M +$1.28M +8,570 +78%
VSQM
437
V-Square Quantitative Management
Illinois
$2.92M -$97.8K -636 -3%
SFI
438
Siemens Fonds Invest
Germany
$2.91M +$249K +1,621 +9%
PAG
439
Private Advisor Group
New Jersey
$2.87M +$98.2K +639 +4%
NFG
440
Nations Financial Group
Iowa
$2.86M +$182K +1,187 +7%
Impax Asset Management Group
441
Impax Asset Management Group
United Kingdom
$2.83M -$1.01M -6,573 -26%
SQA
442
Simon Quick Advisors
New Jersey
$2.82M +$2.39M +15,557 +559%
DT
443
Diversified Trust
Tennessee
$2.76M -$1.66M -10,782 -38%
MK
444
MASTERINVEST Kapitalanlage
$2.75M +$2.75M +17,911 New
KCM
445
Kornitzer Capital Management
Kansas
$2.75M -$1.31M -8,500 -32%
WI
446
Wahed Invest
New York
$2.74M +$278K +1,809 +11%
RBI
447
Raiffeisen Bank International
Austria
$2.74M -$2M -13,042 -42%
MYLI
448
Meiji Yasuda Life Insurance
Japan
$2.67M -$450K -2,927 -14%
Tudor Investment Corp
449
Tudor Investment Corp
Connecticut
$2.65M +$2.65M +17,206 New
CIA
450
Capital Investment Advisors
Georgia
$2.64M -$10.1K -66 -0.4%
16 17
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