We are live on ! Find out more
WELL icon

Welltower

1,258 hedge funds and large institutions have $99.5B invested in Welltower in 2025 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 587 increasing their positions, 363 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 funds holding

Funds holding:

2% more capital invested

Capital invested by funds: $97.5B → $99.5B (+$2.02B)

0.21% less ownership

Funds ownership: 99.21%99.01% (-0.21%)

32% less call options, than puts

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

Holders
1,258
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
501
$2.08M
502
$2.03M
503
$2.02M
504
$2.01M
505
$2.01M
506
$2.01M
507
$2M
508
$1.98M
509
$1.93M
510
$1.91M
511
$1.9M
512
$1.89M
513
$1.84M
514
$1.83M
515
$1.83M
516
$1.83M
517
$1.8M
518
$1.79M
519
$1.79M
520
$1.77M
521
$1.77M
522
$1.76M
523
$1.76M
524
$1.75M
525
$1.71M