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
551
$1.49M
552
$1.49M
553
$1.49M
554
$1.49M
555
$1.49M
556
$1.46M
557
$1.46M
558
$1.45M
559
$1.45M
560
$1.45M
561
$1.45M
562
$1.44M
563
$1.44M
564
$1.44M
565
$1.42M
566
$1.42M
567
$1.42M
568
$1.4M
569
$1.38M
570
$1.38M
571
$1.35M
572
$1.35M
573
$1.34M
574
$1.33M
575
$1.31M