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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
526
$1.65M
527
$1.62M
528
$1.62M
529
$1.59M
530
$1.59M
531
$1.58M
532
$1.58M
533
$1.57M
534
$1.54M
535
$1.54M
536
$1.54M
537
$1.54M
538
$1.54M
539
$1.53M
540
$1.53M
541
$1.53M
542
$1.52M
543
$1.5M
544
$1.5M
545
$1.49M
546
$1.49M
547
$1.49M
548
$1.49M
549
$1.49M
550
$1.49M