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Welltower

1,252 hedge funds and large institutions have $99.4B invested in Welltower in 2025 Q2 according to their latest regulatory filings, with 129 funds opening new positions, 582 increasing their positions, 362 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 capital invested

Capital invested by funds: $ → $

4.66% more ownership

Funds ownership: 94.24%98.9% (+4.7%)

3% more funds holding

Funds holding: 1,2211,252 (+31)

32% less call options, than puts

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

Holders
1,252
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
476
$2.33M
477
$2.33M
478
$2.32M
479
$2.32M
480
$2.3M
481
$2.3M
482
$2.29M
483
$2.28M
484
$2.26M
485
$2.24M
486
$2.24M
487
$2.22M
488
$2.21M
489
$2.21M
490
$2.2M
491
$2.19M
492
$2.18M
493
$2.18M
494
$2.14M
495
$2.12M
496
$2.12M
497
$2.1M
498
$2.08M
499
$2.03M
500
$2.02M