WELL icon

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 %
IAN
676
Integrated Advisors Network
Texas
$755K +$10.3K +67 +1%
AC
677
AlphaCore Capital
California
$753K +$5.69K +37 +0.8%
IAG
678
Investment Advisory Group
Massachusetts
$752K +$154 +1 +0%
PMG
679
ProVise Management Group
Florida
$750K -$99K -644 -12%
LWM
680
LongView Wealth Management
Georgia
$750K +$1.23K +8 +0.2%
MSAM
681
Moloney Securities Asset Management
Missouri
$748K +$506K +3,292 +209%
SC
682
Syon Capital
California
$743K +$66.6K +433 +10%
PMA
683
Prudent Man Advisors
Illinois
$743K +$8.61K +56 +1%
BWP
684
BSW Wealth Partners
Colorado
$734K +$17.8K +116 +2%
LWAM
685
Legacy Wealth Asset Management
Minnesota
$734K -$12.8K -83 -2%
ABC
686
Associated Banc-Corp
Wisconsin
$723K – – –
LAIC
687
Lederer & Associates Investment Counsel
California
$722K +$722K +4,696 New
LI
688
LRI Investments
Florida
$717K -$4.61K -30 -0.6%
EWA
689
EverSource Wealth Advisors
Alabama
$716K +$152K +990 +27%
PPWP
690
Premier Path Wealth Partners
New Jersey
$697K +$16.6K +108 +2%
FF
691
Fluent Financial
Texas
$693K +$693K +4,510 New
FAT
692
First American Trust
California
$691K +$19.1K +124 +3%
SMA
693
Sage Mountain Advisors
Georgia
$691K +$8.61K +56 +1%
GRP
694
Global Retirement Partners
California
$688K +$688K +4,479 New
DJSG
695
D.J. St. Germain
Massachusetts
$687K +$319K +2,074 +87%
IWM
696
IHT Wealth Management
Illinois
$682K -$121K -784 -15%
TBA
697
Tower Bridge Advisors
Pennsylvania
$680K -$65.3K -425 -9%
WT
698
Whittier Trust
California
$677K +$36.7K +239 +6%
PCP
699
Proficio Capital Partners
Massachusetts
$676K +$10.9K +71 +2%
JIC
700
Joel Isaacson & Co
New York
$676K – – –
26 27
28
29 30