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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 %
NWAG
776
Net Worth Advisory Group
Utah
$472K +$26.9K +175 +6%
TWC
777
TD Waterhouse Canada
Ontario, Canada
$471K -$16.8K -111 -3%
AWM
778
AE Wealth Management
Kansas
$463K +$143K +930 +45%
VA
779
Valmark Advisers
Ohio
$462K +$106K +691 +30%
DAC
780
Dividend Assets Capital
South Carolina
$461K – – –
HIA
781
Harbor Investment Advisory
Maryland
$459K +$33.4K +217 +8%
GS
782
GWN Securities
Florida
$456K +$456K +2,956 New
TFIPS
783
Towarzystwo Funduszy Inwestycyjnych PZU SA
$455K +$52.3K +340 +13%
LAM
784
L2 Asset Management
Massachusetts
$451K +$43.4K +282 +11%
TPCW
785
TD Private Client Wealth
New York
$450K +$153K +993 +51%
KFGK
786
Keystone Financial Group (Kentucky)
Kentucky
$447K -$615 -4 -0.1%
VR
787
Valued Retirements
Texas
$446K +$168K +1,096 +61%
Fiera Capital (Canada)
788
Fiera Capital (Canada)
Quebec, Canada
$446K +$446K +2,902 New
RFC
789
Regions Financial Corp
Alabama
$446K -$11.2K -73 -2%
WSFS
790
Wilmington Savings Fund Society
Delaware
$444K +$22K +143 +5%
HBT
791
Heartland Bank & Trust
Illinois
$440K +$440K +2,861 New
HH
792
Hilltop Holdings
Texas
$438K +$189K +1,229 +76%
MPWT
793
MassMutual Private Wealth & Trust
Connecticut
$437K +$67K +436 +18%
AA
794
Alta Advisers
United Kingdom
$436K – – –
MA
795
Mutual Advisors
Nebraska
$434K -$132K -820 -23%
FC
796
Farringdon Capital
United Kingdom
$432K -$160K -1,039 -27%
BRWA
797
B. Riley Wealth Advisors
Florida
$432K +$432K +2,808 New
WA
798
Whipplewood Advisors
Colorado
$430K +$5.38K +35 +1%
WAM
799
Wakefield Asset Management
Colorado
$424K +$424K +2,757 New
EWM
800
Empirical Wealth Management
Washington
$423K -$175K -1,140 -29%
30 31
32
33 34