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 %
PIM
701
Plato Investment Management
Australia
$673K +$766 +5 +0.1%
CA
702
Clearstead Advisors
Ohio
$663K -$27.8K -181 -4%
PP
703
PDS Planning
Ohio
$656K +$87.3K +568 +15%
PIA
704
Panoramic Investment Advisors
Colorado
$654K -$46.1K -300 -7%
VFA
705
Valeo Financial Advisors
Indiana
$650K +$85.2K +554 +15%
BIG
706
Brooklyn Investment Group
New York
$648K +$231K +2,102 +56%
MFGM
707
Marshall Financial Group (Maryland)
Maryland
$646K -$154K -999 -19%
CMMS
708
Comprehensive Money Management Services
Florida
$641K -$6.92K -45 -1%
WANY
709
Wealthspire Advisors (New York)
New York
$634K +$69K +449 +12%
HCM
710
Howard Capital Management
Georgia
$632K +$174K +1,130 +38%
BIM
711
Baldwin Investment Management
Pennsylvania
$627K – – –
SPA
712
Sherbrooke Park Advisers
New York
$622K +$306K +1,990 +97%
GCM
713
Graham Capital Management
Connecticut
$621K +$621K +4,041 New
MFIM
714
Mesirow Financial Investment Management
Illinois
$618K -$697K -4,535 -53%
WTC
715
WhitTier Trust Company
Nevada
$616K +$2.61K +17 +0.4%
HI
716
Harbour Investments
Wisconsin
$611K +$4.46K +29 +0.7%
CFCI
717
Comprehensive Financial Consultants Institutional
Indiana
$609K – – –
BAM
718
Belpointe Asset Management
Nevada
$603K +$603K +3,922 New
FCA
719
Fortis Capital Advisors
Kansas
$602K +$602K +3,913 New
SEP
720
Southland Equity Partners
Missouri
$601K -$56K -364 -9%
GT
721
Glenview Trust
Kentucky
$598K -$9.38K -61 -2%
VHAM
722
Van Hulzen Asset Management
California
$594K +$1.38K +9 +0.2%
IC
723
Iconiq Capital
California
$593K +$167K +1,087 +39%
SAI
724
Savvy Advisors Inc
New York
$591K +$110K +718 +23%
FLPIM
725
F.L. Putnam Investment Management
Massachusetts
$591K -$20.8K -135 -3%
27 28
29
30 31