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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 %
EH
726
Equitable Holdings
New York
$588K +$49.3K +321 +9%
ECM
727
Evergreen Capital Management
Washington
$588K +$34.1K +222 +6%
GVAG
728
Great Valley Advisor Group
Delaware
$582K -$23.2K -151 -4%
HAG
729
HF Advisory Group
Maryland
$571K -$95.3K -620 -14%
CSC
730
Caldwell Sutter Capital
California
$570K – – –
GL
731
Graypoint LLC
New York
$570K +$26.9K +175 +5%
RSA
732
River Street Advisors
Illinois
$568K +$29.2K +190 +5%
IA
733
IFP Advisors
Florida
$561K +$176K +1,117 +46%
NRD
734
Nebula Research & Development
New York
$557K -$1.58M -10,248 -74%
PAM
735
Panagora Asset Management
Massachusetts
$557K -$3.84K -25 -0.7%
MC
736
Moors & Cabot
Massachusetts
$555K -$10.8K -70 -2%
BWP
737
Balboa Wealth Partners
Arizona
$552K +$75K +488 +16%
AFA
738
AA Financial Advisors
Ohio
$551K – – –
LC
739
LCNB Corp
Ohio
$548K -$5.84K -38 -1%
FMLI
740
Fukoku Mutual Life Insurance
Japan
$541K – – –
GLA
741
Great Lakes Advisors
Illinois
$539K +$65.5K +426 +14%
CIP
742
Capital Insight Partners
Arizona
$538K +$538K +3,500 New
SFG
743
Stonebridge Financial Group
Pennsylvania
$533K +$1.85K +12 +0.3%
LSPW
744
Lake Street Private Wealth
Illinois
$532K +$18.6K +121 +4%
SAM
745
Strategy Asset Managers
California
$530K -$21.8K -142 -4%
WFI
746
West Family Investments
California
$529K +$168K +1,090 +46%
CA
747
CoreCap Advisors
Michigan
$521K -$10.1K -66 -2%
SW
748
SMART Wealth
Nebraska
$521K +$109K +706 +26%
CAM
749
Cresset Asset Management
Illinois
$520K -$134K -874 -21%
MWM
750
Moran Wealth Management
Florida
$518K +$140K +913 +37%
28 29
30
31 32