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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 %
Bessemer Group
576
Bessemer Group
New Jersey
$1.26M +$71.4K +465 +6%
CS
577
Capital Square
Tennessee
$1.26M +$86.3K +556 +7%
LNWWM
578
Laird Norton Wetherby Wealth Management
California
$1.25M +$1.25M +8,139 New
GS
579
GTS Securities
New York
$1.23M +$969K +6,303 +378%
PI
580
PineBridge Investments
New York
$1.22M -$816K -5,310 -40%
AA
581
Ancora Advisors
Ohio
$1.22M +$6.46K +42 +0.5%
IWC
582
Integrated Wealth Concepts
Massachusetts
$1.21M +$174K +1,132 +17%
CIC
583
Carnegie Investment Counsel
Ohio
$1.2M – – –
OIAM
584
OFI Invest Asset Management
France
$1.2M +$11K +84 +0.9%
SWA
585
Sax Wealth Advisors
New Jersey
$1.19M +$4.46K +29 +0.4%
MOS
586
MGO One Seven
Ohio
$1.19M +$34.1K +222 +3%
BCM
587
Brookstone Capital Management
Illinois
$1.19M +$83.8K +545 +8%
FPAS
588
Focus Partners Advisor Solutions
Missouri
$1.18M +$110K +718 +10%
HCM
589
Highview Capital Management
Illinois
$1.18M +$7.69K +50 +0.7%
SFS
590
Stiles Financial Services
Minnesota
$1.16M +$8K +52 +0.7%
EFG
591
Everhart Financial Group
Ohio
$1.13M +$133K +865 +13%
KWM
592
Kingsview Wealth Management
Oregon
$1.12M +$258K +1,681 +30%
CBTWT
593
Community Bank & Trust (Waco, Texas)
Texas
$1.12M – – –
FFA
594
Farther Finance Advisors
California
$1.1M +$296K +1,928 +37%
GWM
595
Geneos Wealth Management
Colorado
$1.09M -$1.19M -7,771 -52%
SF
596
Synovus Financial
Georgia
$1.08M +$82.5K +536 +8%
FMII
597
Farmers & Merchants Investments Inc
Nebraska
$1.08M +$6.46K +42 +0.6%
MQWP
598
Morey & Quinn Wealth Partners
Nebraska
$1.08M -$119K -777 -10%
PCA
599
Purkiss Capital Advisors
Connecticut
$1.07M +$616K +4,010 +136%
RWM
600
Ritholtz Wealth Management
New York
$1.07M +$221K +1,440 +26%
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