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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 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,236
Holders Change
+25
Holders Change %
+2.06%
% of All Funds
16.58%
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
79
Calls
$182M
Puts
$268M
Net Calls
-$86.8M
Net Calls Change
-$136M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.87B
2
Capital International Investors
Capital International Investors
California
$6.87B
3
State Street
State Street
Massachusetts
$6.09B
4
Capital World Investors
Capital World Investors
California
$244M
5
UBS AM
UBS AM
Illinois
$1.49B

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$13.2B
2
Bank of America
Bank of America
North Carolina
$2.92B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$3.1B
4
Principal Financial Group
Principal Financial Group
Iowa
$1.6B
5
UBS Group
UBS Group
Switzerland
$322M
Name Holding Trade Value Shares
Change 		Shares
Change %
Schroder Investment Management Group
51
Schroder Investment Management Group
United Kingdom
$235M +$26.8M +174,579 +13%
AAMU
52
APG Asset Management US
New York
$231M +$15.3M +100,858 +7%
Canada Life
53
Canada Life
Manitoba, Canada
$227M +$11.1M +72,470 +5%
LIMS
54
Lasalle Investment Management Securities
Maryland
$219M +$18.7M +121,884 +9%
Universal-Beteiligungs- und Servicegesellschaft
55
Universal-Beteiligungs- und Servicegesellschaft
Germany
$217M -$4.81M -31,316 -2%
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$200M -$31.7K -206 -0%
AllianceBernstein
57
AllianceBernstein
Tennessee
$198M +$4.14M +26,924 +2%
ACM
58
AEW Capital Management
Massachusetts
$197M -$14.2M -92,588 -7%
Wells Fargo
59
Wells Fargo
California
$195M +$35M +227,714 +22%
Nomura Asset Management
60
Nomura Asset Management
Japan
$194M +$12M +77,941 +7%
ZP
61
Zimmer Partners
New York
$192M -$93.6M -609,103 -33%
Balyasny Asset Management
62
Balyasny Asset Management
Illinois
$191M +$135M +877,725 +242%
BAMCO Inc
63
BAMCO Inc
New York
$189M -$14.4M -93,801 -7%
Asset Management One
64
Asset Management One
Japan
$185M +$1.9M +12,370 +1%
Ohio Public Employees Retirement System (OPERS)
65
Ohio Public Employees Retirement System (OPERS)
Ohio
$177M +$6.53M +42,495 +4%
CHP
66
Castle Hook Partners
New York
$170M +$25.5M +165,711 +18%
D.E. Shaw & Co
67
D.E. Shaw & Co
New York
$164M +$30.2M +196,141 +22%
American Century Companies
68
American Century Companies
Missouri
$164M -$8.92M -57,994 -5%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$157M +$7.17M +46,650 +5%
HRES
70
Heitman Real Estate Securities
Illinois
$155M -$10.7M -69,918 -6%
ACM
71
Adelante Capital Management
California
$151M +$2.75M +17,860 +2%
Citadel Advisors
72
Citadel Advisors
Florida
$149M +$34M +221,263 +30%
Pictet Asset Management
73
Pictet Asset Management
Switzerland
$138M -$16.6M -108,213 -11%
KBC Group
74
KBC Group
Belgium
$131M +$62.5M +406,389 +92%
Zurich Cantonal Bank
75
Zurich Cantonal Bank
Switzerland
$129M +$22.7M +147,883 +21%
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