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Welltower

1,258 hedge funds and large institutions have $99.5B invested in Welltower in 2025 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 587 increasing their positions, 363 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

2% more capital invested

Capital invested by funds: $97.5B → $99.5B (+$2.02B)

0.21% less ownership

Funds ownership: 99.21%99.01% (-0.21%)

32% less call options, than puts

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

Holders
1,258
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 +$484M
2 +$311M
3 +$260M
4
Capital World Investors
Capital World Investors
California
+$238M
5
UBS AM
UBS AM
Illinois
+$228M

Top Sellers

1 -$987M
2 -$204M
3 -$167M
4
Principal Financial Group
Principal Financial Group
Iowa
-$154M
5
UBS Group
UBS Group
Switzerland
-$98.8M
Name Holding Trade Value Shares
Change
Change in
Stake
776
$499K
777
$490K
778
$488K
779
$484K
780
$478K
781
$477K
782
$476K
783
$475K
784
$474K
785
$473K
786
$472K
787
$472K
788
$471K
789
$463K
790
$462K
791
$461K
792
$459K
793
$456K
794
$455K
795
$451K
796
$450K
797
$447K
798
$446K
799
$446K
800
$446K