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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 %
HWM
501
HB Wealth Management
Georgia
$1.93M +$39.4K +256 +2%
NA
502
NewEdge Advisors
Louisiana
$1.91M +$406K +2,641 +27%
GI
503
GAMMA Investing
California
$1.9M +$153K +996 +9%
KAS
504
Kestra Advisory Services
Texas
$1.89M -$618K -4,020 -25%
WA
505
Wambolt & Associates
Colorado
$1.84M -$171K -1,126 -8%
FGP
506
Freestone Grove Partners
California
$1.83M +$1.83M +11,905 New
HAG
507
HighPoint Advisor Group
Illinois
$1.83M +$373K +2,428 +26%
JWCA
508
J.W. Cole Advisors
Florida
$1.83M +$86.7K +564 +5%
CCM
509
Coldstream Capital Management
Washington
$1.8M +$72.9K +474 +4%
WFC
510
Western Financial Corp
California
$1.79M +$1.79M +11,674 New
IAA
511
Independent Advisor Alliance
North Carolina
$1.79M -$202K -1,314 -10%
OIA
512
OneDigital Investment Advisors
Kansas
$1.77M +$49.7K +323 +3%
GBA
513
Garrison Bradford & Associates
New York
$1.77M -$66.1K -430 -4%
GFM
514
GF Fund Management
China
$1.76M -$54.9K -357 -3%
CW
515
CreativeOne Wealth
Kansas
$1.76M -$86.2K -561 -5%
S
516
SignatureFD
Georgia
$1.75M +$93.2K +606 +6%
CFO
517
Callan Family Office
Pennsylvania
$1.71M +$1.22M +7,930 +248%
MLM
518
Mount Lucas Management
Pennsylvania
$1.69M -$261K -1,699 -13%
Baird Financial Group
519
Baird Financial Group
Wisconsin
$1.67M +$113K +735 +7%
CCA
520
Checchi Capital Advisers
California
$1.65M -$40.1K -261 -2%
WG
521
Welch Group
Alabama
$1.65M +$461 +3 +0%
SC
522
Savant Capital
Illinois
$1.63M +$123K +802 +8%
ACMA
523
Arbor Capital Management (Alaska)
Alaska
$1.62M -$252K -1,564 -13%
PAM
524
Paradigm Asset Management
New York
$1.62M -$46.1K -300 -3%
IEFM
525
IQ EQ Fund Management
Ireland
$1.59M +$148K +964 +10%
19 20
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