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Welltower
WELL

Overview Fund Activity

1,230 hedge funds and large institutions have $98.9B invested in Welltower in 2025 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 570 increasing their positions, 360 reducing their positions, and 78 closing their positions.

Holders
1,230
Holders Change
+19
Holders Change %
+1.57%
% of All Funds
16.52%
Holding in Top 10
32
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+18.52%
% of All Funds
0.43%
New
127
Increased
570
Reduced
360
Closed
78
Calls
$133M
Puts
$243M
Net Calls
-$110M
Net Calls Change
-$160M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$4.9B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.87B
3
Capital International Investors
3
Capital International Investors
California
$6.87B
4
State Street
4
State Street
Massachusetts
$6.09B
5
Capital World Investors
5
Capital World Investors
California
$244M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$13.2B
2
Bank of America
2
Bank of America
North Carolina
$2.92B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$3.1B
4
Principal Financial Group
4
Principal Financial Group
Iowa
$1.6B
5
UBS Group
5
UBS Group
Switzerland
$322M
Name Market Value Shares Shares
Change 		Shares
Change %
AAMU
51
APG Asset Management US
New York
$231M 1,521,684 +100,858 +7%
Canada Life
52
Canada Life
Manitoba, Canada
$227M 1,477,832 +72,470 +5%
LIMS
53
Lasalle Investment Management Securities
Maryland
$219M 1,422,499 +121,884 +9%
Universal-Beteiligungs- und Servicegesellschaft
54
Universal-Beteiligungs- und Servicegesellschaft
Germany
$217M 1,412,431 -31,316 -2%
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$200M 1,300,515 -206 -0%
AllianceBernstein
56
AllianceBernstein
Tennessee
$198M 1,290,141 +26,924 +2%
ACM
57
AEW Capital Management
Massachusetts
$197M 1,283,280 -92,588 -7%
Wells Fargo
58
Wells Fargo
California
$195M 1,271,511 +227,714 +22%
Nomura Asset Management
59
Nomura Asset Management
Japan
$194M 1,261,839 +77,941 +7%
ZP
60
Zimmer Partners
New York
$192M 1,247,745 -609,103 -33%
Balyasny Asset Management
61
Balyasny Asset Management
Illinois
$191M 1,241,145 +877,725 +242%
BAMCO Inc
62
BAMCO Inc
New York
$189M 1,228,446 -93,801 -7%
Asset Management One
63
Asset Management One
Japan
$185M 1,203,786 +12,370 +1%
Ohio Public Employees Retirement System (OPERS)
64
Ohio Public Employees Retirement System (OPERS)
Ohio
$177M 1,152,310 +42,495 +4%
CHP
65
Castle Hook Partners
New York
$170M 1,103,885 +165,711 +18%
D.E. Shaw & Co
66
D.E. Shaw & Co
New York
$164M 1,068,586 +196,141 +22%
American Century Companies
67
American Century Companies
Missouri
$164M 1,065,768 -57,994 -5%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$157M 1,018,677 +46,650 +5%
HRES
69
Heitman Real Estate Securities
Illinois
$155M 1,010,293 -69,918 -6%
ACM
70
Adelante Capital Management
California
$151M 981,590 +17,860 +2%
Citadel Advisors
71
Citadel Advisors
Florida
$149M 966,370 +221,263 +30%
Pictet Asset Management
72
Pictet Asset Management
Switzerland
$138M 898,706 -108,213 -11%
KBC Group
73
KBC Group
Belgium
$131M 848,919 +406,389 +92%
Zurich Cantonal Bank
74
Zurich Cantonal Bank
Switzerland
$129M 838,668 +147,883 +21%
CRM
75
Cardano Risk Management
Netherlands
$129M 837,165 +178,402 +27%
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