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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 %
Walleye Capital
451
Walleye Capital
New York
$2.64M +$1.16M +7,523 +78%
PAS
452
Park Avenue Securities
New York
$2.62M +$4.3K +28 +0.2%
GDP
453
Great Diamond Partners
Maine
$2.62M +$300K +1,953 +13%
FTWA
454
Fifth Third Wealth Advisors
Ohio
$2.6M +$415K +2,697 +19%
KRSITF
455
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.58M -$179K -1,162 -6%
VCM
456
Verde Capital Management
Michigan
$2.54M +$65.3K +425 +3%
LCM
457
Liberty Capital Management
Michigan
$2.53M -$14.6K -95 -0.6%
DADC
458
D.A. Davidson & Co
Montana
$2.53M -$12.9K -84 -0.5%
SWP
459
Stratos Wealth Partners
Ohio
$2.52M +$1.35M +8,754 +115%
AP
460
Advisors Preferred
Maryland
$2.51M -$815K -5,377 -24%
AAF
461
Andra AP-fonden
Sweden
$2.51M -$16.4M -106,555 -87%
CTA
462
Chesley Taft & Associates
Illinois
$2.5M +$2.5M +16,280 New
EIA
463
Edgemoor Investment Advisors
Maryland
$2.47M -$46.9K -305 -2%
SC
464
Stance Capital
Massachusetts
$2.46M +$657K +4,276 +36%
GIA
465
Gladstone Institutional Advisory
Florida
$2.44M +$2.44M +15,897 New
ATN
466
AMF Tjänstepension
Sweden
$2.43M -$10.4M -67,293 -81%
QCG
467
Quadrant Capital Group
Ohio
$2.43M +$301K +1,956 +14%
DFCM
468
Dark Forest Capital Management
Puerto Rico
$2.41M +$2.41M +15,687 New
AG
469
AIA Group
Hong Kong
$2.4M +$477K +3,100 +25%
O
470
Ossiam
France
$2.38M -$748K -4,866 -24%
OBAM
471
ODDO BHF Asset Management
France
$2.33M -$97.3K -633 -4%
SLI
472
Sumitomo Life Insurance
Japan
$2.33M -$145K -942 -6%
BCI
473
Blue Capital Inc
Nebraska
$2.33M +$2.33M +15,128 New
Envestnet Portfolio Solutions
474
Envestnet Portfolio Solutions
Illinois
$2.32M +$664K +4,319 +40%
RCIM
475
Red Cedar Investment Management
Michigan
$2.3M +$112K +729 +5%
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