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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 %
VIA
551
Virtus Investment Advisers
Connecticut
$1.45M -$143K -932 -9%
WC
552
Waterloo Capital
Texas
$1.45M +$221K +1,439 +18%
HIS
553
Harvest Investment Services
Illinois
$1.45M +$861K +5,600 +147%
JWM
554
Jeppson Wealth Management
California
$1.44M -$24.6K -160 -2%
AACA
555
American Assets Capital Advisers
California
$1.44M – – –
SCTC
556
Sanibel Captiva Trust Company
Florida
$1.44M +$34.6K +225 +2%
RBWA
557
RFG - Bristol Wealth Advisors
Massachusetts
$1.42M -$43K -280 -3%
HI
558
HBK Investments
Texas
$1.42M +$1.42M +9,244 New
CA
559
Cullinan Associates
Kentucky
$1.42M +$115K +750 +9%
DS
560
DRW Securities
Illinois
$1.4M +$320K +2,095 +30%
GCM
561
Garland Capital Management
Washington
$1.38M -$4.06M -26,438 -75%
TWM
562
Trueblood Wealth Management
Ohio
$1.38M -$11.1K -72 -0.8%
GFA
563
Gallagher Fiduciary Advisors
Illinois
$1.35M -$102K -665 -7%
QC
564
Quantessence Capital
New York
$1.35M -$437K -2,845 -25%
A
565
AlphaQuest
New York
$1.34M +$432K +2,810 +48%
WPC
566
Wedmont Private Capital
Pennsylvania
$1.33M +$49.8K +327 +4%
PF
567
Phoenix Financial
Israel
$1.31M +$1.31M +8,547 New
BF
568
BOK Financial
Oklahoma
$1.29M +$956K +6,218 +284%
SCM
569
Schnieders Capital Management
California
$1.29M – – –
PWMG
570
Prestige Wealth Management Group
New Jersey
$1.29M +$12.3K +80 +1%
PI
571
PFG Investments
New York
$1.28M -$63K -410 -5%
PA
572
Profund Advisors
Maryland
$1.28M +$20.4K +133 +2%
HFS
573
Hantz Financial Services
Michigan
$1.27M +$1.23M +7,996 +2,738%
A
574
Allianz
Germany
$1.27M -$681K -4,433 -35%
MG
575
Marex Group
$1.26M +$1.26M +8,200 New
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