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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 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,236
Holders Change
+26
Holders Change %
+2.15%
% of All Funds
16.57%
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
78
Calls
$182M
Puts
$268M
Net Calls
-$86.8M
Net Calls Change
-$136M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$498M
2
Capital International Investors
Capital International Investors
California
+$320M
3
State Street
State Street
Massachusetts
+$268M
4
Capital World Investors
Capital World Investors
California
+$244M
5
UBS AM
UBS AM
Illinois
+$235M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$1.02B
2
Bank of America
Bank of America
North Carolina
-$209M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$172M
4
Principal Financial Group
Principal Financial Group
Iowa
-$158M
5
UBS Group
UBS Group
Switzerland
-$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAIS
526
ABN AMRO Investment Solutions
$1.59M -$150K -973 -9%
PFS
527
Prospera Financial Services
Texas
$1.58M +$88.8K +577 +6%
PS
528
Principal Securities
Iowa
$1.58M +$819K +5,329 +108%
NRI
529
NFP Retirement Inc
California
$1.57M -$2.77K -18 -0.2%
GIM
530
Glenmede Investment Management
Pennsylvania
$1.54M +$1.54M +10,024 New
CBA
531
Coastal Bridge Advisors
Connecticut
$1.54M -$185K -1,203 -11%
DWA
532
Dorsey Wright & Associates
California
$1.54M -$69K -449 -4%
AAIM
533
American Assets Investment Management
California
$1.54M – – –
WC
534
Westerkirk Capital
$1.54M +$1.54M +10,000 New
BPA
535
Beacon Pointe Advisors
California
$1.53M -$58.6K -381 -4%
TC
536
TwinBeech Capital
New York
$1.53M -$18M -117,320 -92%
UBP
537
Union Bancaire Privee
Switzerland
$1.53M +$1.53M +12,540 New
WLG
538
Williamson Legacy Group
Indiana
$1.52M +$201K +1,306 +15%
SCA
539
Snowden Capital Advisors
New York
$1.5M +$41.2K +268 +3%
BP
540
Ballentine Partners
Massachusetts
$1.5M +$125K +811 +9%
GT
541
Greenleaf Trust
Michigan
$1.49M -$81K -527 -5%
FRA
542
Frank Rimerman Advisors
California
$1.49M -$77.8K -506 -5%
ETC
543
Exchange Traded Concepts
Oklahoma
$1.49M +$719K +4,675 +93%
AWA
544
Arkadios Wealth Advisors
Georgia
$1.49M +$71.5K +465 +5%
SPC
545
Sigma Planning Corp
Michigan
$1.49M +$108K +700 +8%
HFM
546
Hartford Funds Management
Pennsylvania
$1.49M +$719K +4,675 +93%
APIM
547
Agate Pass Investment Management
Washington
$1.49M – – –
CPIA
548
Cornell Pochily Investment Advisors
New York
$1.46M -$90.7K -590 -6%
SI
549
Stephens Inc
Arkansas
$1.46M -$92.2K -600 -6%
MT
550
Midwest Trust
Kansas
$1.45M +$1.45M +9,451 New
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