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Welltower

1,241 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, 573 increasing their positions, 363 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

4.64% more ownership

Funds ownership: 94.15%98.79% (+4.6%)

2% more funds holding

Funds holding: 1,2111,241 (+30)

32% less call options, than puts

Call options by funds: $182M | Put options by funds: $268M

Holders
1,241
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$182M
Puts
$268M
Net Calls
Net Calls Change

Top Buyers

1 +$498M
2 +$320M
3 +$268M
4
Capital World Investors
Capital World Investors
California
+$244M
5
UBS AM
UBS AM
Illinois
+$235M

Top Sellers

1 -$1.02B
2 -$209M
3 -$172M
4
Principal Financial Group
Principal Financial Group
Iowa
-$158M
5
UBS Group
UBS Group
Switzerland
-$102M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
751
Moran Wealth Management
Florida
$518K
ATS
752
Ashton Thomas Securities
New York
$516K
CIM
753
Cambria Investment Management
California
$514K
PWW
754
Pettyjohn Wood & White
Virginia
$513K
PSFG
755
Prairie Sky Financial Group
Illinois
$512K
CI
756
Conning Inc
Connecticut
$512K
OWP
757
Obermeyer Wealth Partners
Colorado
$511K
PWMG
758
Pinnacle Wealth Management Group
Michigan
$510K
CI
759
CX Institutional
Indiana
$507K
SWA
760
SFMG Wealth Advisors
Texas
$506K
HSA
761
HBK Sorce Advisory
Pennsylvania
$504K
SCM
762
Shelton Capital Management
Colorado
$504K
HKIMG
763
Hutchens & Kramer Investment Management Group
Indiana
$504K
MCM
764
Monument Capital Management
Virginia
$502K
BHA
765
Beech Hill Advisors
New York
$500K
HI
766
Hendershot Investments
Virginia
$499K
JWM
767
Jackson Wealth Management
Florida
$490K
PWPS
768
Pinnacle Wealth Planning Services
Ohio
$488K
KP
769
Keel Point
Alabama
$484K
SIA
770
Strategic Investment Advisors
Michigan
$478K
MFWP
771
Mosaic Family Wealth Partners
Missouri
$477K
PCS
772
Personal CFO Solutions
New Jersey
$476K
KWA
773
Kingswood Wealth Advisors
California
$475K
BTI
774
Blue Trust Inc
Georgia
$474K
SYBT
775
Stock Yards Bank & Trust
Kentucky
$473K