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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 %
NP
601
NorthRock Partners
Minnesota
$1.06M +$179K +1,164 +20%
1WA
602
180 Wealth Advisors
Washington
$1.06M +$160K +1,041 +18%
WA
603
Wealth Architects
California
$1.06M +$769 +5 +0.1%
XT
604
XTX Topco
Cayman Islands
$1.06M -$4.14M -26,898 -80%
PCM
605
Penserra Capital Management
California
$1.05M -$908K -5,916 -46%
WAM
606
Wolverine Asset Management
Illinois
$1.04M +$1.04M +6,767 New
MWM
607
Modern Wealth Management
Kansas
$1.04M -$4.66M -30,287 -82%
EI
608
Ellevest Inc
New York
$1.03M +$63.6K +414 +7%
AWM
609
Axxcess Wealth Management
California
$1.03M +$22.9K +149 +2%
HNB
610
Huntington National Bank
Ohio
$1.02M +$42.6K +277 +4%
LFAS
611
Level Four Advisory Services
Texas
$1.01M -$2.61K -17 -0.3%
B
612
Bailard
California
$1M -$32.7K -213 -3%
GCS
613
Gordian Capital (Singapore)
Singapore
$999K +$999K +6,500 New
STA
614
Summit Trail Advisors
New York
$992K -$46.9K -305 -5%
DW
615
Dodds Wealth
Colorado
$987K – – –
CI
616
Cigna Investments
Connecticut
$987K +$29.2K +190 +3%
LS
617
Livforsakringsbolaget Skandia
Sweden
$985K – – –
AFG
618
Atomi Financial Group
New York
$983K +$5.53K +36 +0.6%
RIG
619
RiverFront Investment Group
Virginia
$976K +$154 +1 +0%
RIA
620
Richwood Investment Advisors
Ohio
$964K -$46.1K -300 -5%
FRM
621
Fox Run Management
Connecticut
$961K +$961K +6,248 New
GCP
622
GSA Capital Partners
United Kingdom
$957K +$716K +4,659 +297%
SWP
623
Sagespring Wealth Partners
Tennessee
$953K +$163K +1,057 +21%
VFA
624
Values First Advisors
Tennessee
$948K -$14K -91 -1%
AC
625
Allstate Corporation
Illinois
$948K -$4.62M -30,074 -83%
23 24
25
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