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Welltower

1,258 hedge funds and large institutions have $99.5B invested in Welltower in 2025 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 587 increasing their positions, 363 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

2% more capital invested

Capital invested by funds: $97.5B → $99.5B (+$2.02B)

0.21% less ownership

Funds ownership: 99.21%99.01% (-0.21%)

32% less call options, than puts

Call options by funds: $182M | Put options by funds: $268M

Holders
1,258
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$182M
Puts
$268M
Net Calls
Net Calls Change

Top Buyers

1 +$484M
2 +$311M
3 +$260M
4
Capital World Investors
Capital World Investors
California
+$238M
5
UBS AM
UBS AM
Illinois
+$228M

Top Sellers

1 -$987M
2 -$204M
3 -$167M
4
Principal Financial Group
Principal Financial Group
Iowa
-$154M
5
UBS Group
UBS Group
Switzerland
-$98.8M
Name Holding Trade Value Shares
Change
Change in
Stake
451
$2.75M
452
$2.75M
453
$2.74M
454
$2.74M
455
$2.67M
456
$2.65M
457
$2.64M
458
$2.64M
459
$2.62M
460
$2.62M
461
$2.6M
462
$2.58M
463
$2.54M
464
$2.53M
465
$2.53M
466
$2.52M
467
$2.51M
468
$2.51M
469
$2.5M
470
$2.47M
471
$2.46M
472
$2.44M
473
$2.43M
474
$2.43M
475
$2.41M