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Welltower
WELL

Overview Fund Activity

1,230 hedge funds and large institutions have $98.9B invested in Welltower in 2025 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 570 increasing their positions, 360 reducing their positions, and 78 closing their positions.

Holders
1,230
Holders Change
+19
Holders Change %
+1.57%
% of All Funds
16.52%
Holding in Top 10
32
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+18.52%
% of All Funds
0.43%
New
127
Increased
570
Reduced
360
Closed
78
Calls
$133M
Puts
$243M
Net Calls
-$110M
Net Calls Change
-$160M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$4.9B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.87B
3
Capital International Investors
3
Capital International Investors
California
$6.87B
4
State Street
4
State Street
Massachusetts
$6.09B
5
Capital World Investors
5
Capital World Investors
California
$244M

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 Market Value Shares Shares
Change 		Shares
Change %
CIM
26
Centersquare Investment Management
Pennsylvania
$768M 4,998,210 +35,964 +0.7%
Deutsche Bank
27
Deutsche Bank
Germany
$722M 4,699,009 -422,279 -8%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$617M 4,015,959 +125,838 +3%
Amundi
29
Amundi
France
$613M 4,064,420 +266,292 +7%
Russell Investments Group
30
Russell Investments Group
United Kingdom
$520M 3,385,227 -108,839 -3%
CIMLRA
31
CBRE Investment Management Listed Real Assets
Pennsylvania
$503M 3,271,471 +258,224 +9%
Sumitomo Mitsui Trust Group
32
Sumitomo Mitsui Trust Group
Japan
$503M 3,270,331 +162,508 +5%
Ameriprise
33
Ameriprise
Minnesota
$435M 2,858,277 +209,720 +8%
Prudential Financial
34
Prudential Financial
New Jersey
$426M 2,774,330 +268,729 +11%
PI
35
PGGM Investments
Netherlands
$409M 2,662,087 +20,616 +0.8%
SEI Investments
36
SEI Investments
Pennsylvania
$388M 2,524,323 -48,786 -2%
DPIM
37
Duff & Phelps Investment Management
Illinois
$386M 2,509,637 +32,891 +1%
Qube Research & Technologies (QRT)
38
Qube Research & Technologies (QRT)
United Kingdom
$379M 2,465,874 +1,098,166 +80%
HSBC Holdings
39
HSBC Holdings
United Kingdom
$324M 2,109,005 -189,267 -8%
UBS Group
40
UBS Group
Switzerland
$322M 2,095,044 -661,116 -24%
Swiss National Bank
41
Swiss National Bank
Switzerland
$302M 1,962,900 +206,600 +12%
Macquarie Group
42
Macquarie Group
Australia
$270M 1,754,158 -65,808 -4%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$269M 1,749,978 -82,243 -4%
National Pension Service
44
National Pension Service
South Korea
$255M 1,657,399 +125,576 +8%
Mitsubishi UFJ Asset Management
45
Mitsubishi UFJ Asset Management
Japan
$254M 1,655,153 +136,044 +9%
VOYA Investment Management
46
VOYA Investment Management
Georgia
$252M 1,644,953 -128,994 -7%
Barclays
47
Barclays
United Kingdom
$249M 1,619,105 +26,406 +2%
Capital World Investors
48
Capital World Investors
California
$244M 1,589,496 +1,589,496 New
Nordea Investment Management
49
Nordea Investment Management
Sweden
$243M 1,602,490 +70,574 +5%
Aberdeen Group
50
Aberdeen Group
United Kingdom
$239M 1,579,011 +81,540 +5%
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