Welltower
WELL
WELL
1,240 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, 573 increasing their positions, 363 reducing their positions, and 79 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
more capital invested
Capital invested by funds: $ → $
4.64% more ownership
Funds ownership: 94.15% → 98.79% (+4.6%)
2% more funds holding
Funds holding: 1,211 → 1,240 (+29)
32% less call options, than puts
Call options by funds: $182M | Put options by funds: $268M
Holders
1,240
Holding in Top 10
32
Calls
$182M
Puts
$268M
Top Buyers
| 1 | +$498M | |
| 2 | +$320M | |
| 3 | +$268M | |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$244M |
| 5 |
UBS AM
Chicago,
Illinois
|
+$235M |
Top Sellers
| 1 | -$1.02B | |
| 2 | -$209M | |
| 3 | -$172M | |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
-$158M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$102M |
