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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 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,236
Holders Change
+25
Holders Change %
+2.06%
% of All Funds
16.58%
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
79
Calls
$182M
Puts
$268M
Net Calls
-$86.8M
Net Calls Change
-$136M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.87B
2
Capital International Investors
Capital International Investors
California
$6.87B
3
State Street
State Street
Massachusetts
$6.09B
4
Capital World Investors
Capital World Investors
California
$244M
5
UBS AM
UBS AM
Illinois
$1.49B

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$13.2B
2
Bank of America
Bank of America
North Carolina
$2.92B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$3.1B
4
Principal Financial Group
Principal Financial Group
Iowa
$1.6B
5
UBS Group
UBS Group
Switzerland
$322M
Name Holding Trade Value Shares
Change 		Shares
Change %
ORC
476
O'Rourke & Company
Massachusetts
$2.3M -$27.8K -181 -1%
IMRF
477
Illinois Municipal Retirement Fund
Illinois
$2.29M -$886K -5,764 -28%
NP
478
Nilsine Partners
Colorado
$2.28M +$1.77M +11,495 +344%
BBVA
479
Banco Bilbao Vizcaya Argentaria
Spain
$2.26M -$98.1K -639 -4%
CL
480
Choreo LLC
Illinois
$2.24M -$205K -1,335 -8%
SFA
481
Sequoia Financial Advisors
Ohio
$2.24M +$675K +4,391 +43%
ECM
482
Everence Capital Management
Indiana
$2.22M -$381K -2,480 -15%
DA
483
Denali Advisors
California
$2.21M -$26.3K -171 -1%
OSNBOA
484
Old Second National Bank of Aurora
Illinois
$2.21M -$25.4K -165 -1%
GCM
485
Greenland Capital Management
New York
$2.2M -$640K -4,164 -23%
SVWAG
486
Sound View Wealth Advisors Group
Georgia
$2.19M +$1.63M +10,574 +290%
BA
487
Bard Associates
Illinois
$2.18M -$13.8K -90 -0.6%
YIA
488
YHB Investment Advisors
Connecticut
$2.18M +$1.86M +12,079 +581%
SPIA
489
Steward Partners Investment Advisory
New York
$2.14M +$177K +1,150 +9%
MAS
490
Meeder Advisory Services
Ohio
$2.12M +$43.7K +284 +2%
MSA
491
MUFG Securities Americas
New York
$2.12M +$459K +2,984 +28%
ACM
492
Advance Capital Management
Michigan
$2.1M +$1.23K +8 +0.1%
NAM
493
NTV Asset Management
West Virginia
$2.08M -$138K -900 -6%
AFA
494
American Financial Advisors
Georgia
$2.03M -$9.69K -63 -0.5%
CPCPP
495
Canada Post Corporation Pension Plan
Canada
$2.02M +$2.02M +13,120 New
LCM
496
Landscape Capital Management
New Jersey
$2.01M +$2.01M +13,061 New
BEI
497
Benjamin Edwards Inc
Missouri
$2.01M +$258K +1,680 +15%
WB
498
WesBanco Bank
West Virginia
$2.01M +$58K +377 +3%
RFN
499
RDA Financial Network
Iowa
$2M -$120K -781 -6%
CF
500
Centaurus Financial
California
$1.98M -$586K -3,812 -23%
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