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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 %
ATS
751
Ashton Thomas Securities
New York
$516K +$516K +3,357 New
CIM
752
Cambria Investment Management
California
$514K +$64K +416 +14%
PWW
753
Pettyjohn Wood & White
Virginia
$513K -$6.15K -40 -1%
PSFG
754
Prairie Sky Financial Group
Illinois
$512K – – –
CI
755
Conning Inc
Connecticut
$512K -$14.9K -97 -3%
OWP
756
Obermeyer Wealth Partners
Colorado
$511K +$30.4K +198 +6%
PWMG
757
Pinnacle Wealth Management Group
Michigan
$510K – – –
CI
758
CX Institutional
Indiana
$507K -$5.85K -38 -1%
SWA
759
SFMG Wealth Advisors
Texas
$506K -$8.46K -55 -2%
HSA
760
HBK Sorce Advisory
Pennsylvania
$504K +$23.5K +153 +5%
SCM
761
Shelton Capital Management
Colorado
$504K – – –
HKIMG
762
Hutchens & Kramer Investment Management Group
Indiana
$504K -$14.9K -98 -3%
MCM
763
Monument Capital Management
Virginia
$502K -$27.8K -181 -5%
BHA
764
Beech Hill Advisors
New York
$500K – – –
HI
765
Hendershot Investments
Virginia
$499K -$127K -827 -20%
JWM
766
Jackson Wealth Management
Florida
$490K +$490K +3,185 New
PWPS
767
Pinnacle Wealth Planning Services
Ohio
$488K +$144K +938 +42%
KP
768
Keel Point
Alabama
$484K +$32K +208 +7%
SIA
769
Strategic Investment Advisors
Michigan
$478K +$42.9K +279 +10%
MFWP
770
Mosaic Family Wealth Partners
Missouri
$477K +$92.2K +600 +24%
PCS
771
Personal CFO Solutions
New Jersey
$476K +$21.1K +137 +5%
KWA
772
Kingswood Wealth Advisors
California
$475K +$1.08K +7 +0.2%
BTI
773
Blue Trust Inc
Georgia
$474K +$204K +1,326 +75%
SYBT
774
Stock Yards Bank & Trust
Kentucky
$473K +$15.2K +99 +3%
Koshinski Asset Management
775
Koshinski Asset Management
Illinois
$472K +$6.3K +41 +1%
29 30
31
32 33