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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 %
PSF
626
Pacific Sun Financial
California
$944K – – –
BB
627
Busey Bank
Illinois
$941K -$129K -839 -12%
AC
628
Apella Capital
Connecticut
$940K +$629K +4,077 +202%
JIC
629
Johnson Investment Counsel
Ohio
$939K -$769 -5 -0.1%
DCM
630
Dudley Capital Management
Virginia
$926K – – –
PA
631
Parallel Advisors
California
$926K +$89.2K +580 +11%
DC
632
Davenport & Co
Virginia
$916K +$182K +1,182 +25%
SCI
633
Stableford Capital II
Arizona
$911K -$13.7K -85 -1%
IWA
634
IBEX Wealth Advisors
New Jersey
$908K +$908K +5,905 New
AWS
635
Atria Wealth Solutions
New York
$901K -$1.42M -9,216 -61%
UFF
636
USA Financial Formulas
Michigan
$901K -$152K -987 -14%
AIP
637
Ameritas Investment Partners
Nebraska
$899K +$12.6K +82 +1%
SF
638
Summit Financial
New Jersey
$893K +$167K +1,086 +23%
ISL
639
Ingalls & Snyder LLC
New York
$890K -$10.8K -70 -1%
CA
640
Commerzbank Aktiengesellschaft
Germany
$890K +$11.8K +77 +1%
TYCC
641
Texas Yale Capital Corp
Florida
$890K +$8.92K +58 +1%
AWM
642
Apollon Wealth Management
South Carolina
$888K +$32.4K +211 +4%
AW
643
Alteri Wealth
California
$887K -$176K -1,148 -17%
FB
644
Finward Bancorp
Indiana
$879K -$39.2K -255 -4%
AAS
645
Ameritas Advisory Services
Nebraska
$878K -$141K -916 -14%
BHBT
646
Burke & Herbert Bank & Trust
Virginia
$873K – – –
TNBTD
647
Trustmark National Bank Trust Department
Mississippi
$870K +$63.6K +414 +8%
CIM
648
Contravisory Investment Management
Massachusetts
$862K +$500K +3,250 +138%
MMG
649
Monetary Management Group
Missouri
$861K – – –
GLA
650
Good Life Advisors
Pennsylvania
$854K -$29.2K -190 -3%
24 25
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