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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
Koshinski Asset Management
776
Koshinski Asset Management
Illinois
$472K
NWAG
777
Net Worth Advisory Group
Utah
$472K
TWC
778
TD Waterhouse Canada
Ontario, Canada
$471K
AWM
779
AE Wealth Management
Kansas
$463K
VA
780
Valmark Advisers
Ohio
$462K
DAC
781
Dividend Assets Capital
South Carolina
$461K
HIA
782
Harbor Investment Advisory
Maryland
$459K
GS
783
GWN Securities
Florida
$456K
TFIPS
784
Towarzystwo Funduszy Inwestycyjnych PZU SA
$455K
LAM
785
L2 Asset Management
Massachusetts
$451K
TPCW
786
TD Private Client Wealth
New York
$450K
KFGK
787
Keystone Financial Group (Kentucky)
Kentucky
$447K
VR
788
Valued Retirements
Texas
$446K
Fiera Capital (Canada)
789
Fiera Capital (Canada)
Quebec, Canada
$446K
RFC
790
Regions Financial Corp
Alabama
$446K
WSFS
791
Wilmington Savings Fund Society
Delaware
$444K
HBT
792
Heartland Bank & Trust
Illinois
$440K
HH
793
Hilltop Holdings
Texas
$438K
MPWT
794
MassMutual Private Wealth & Trust
Connecticut
$437K
AA
795
Alta Advisers
United Kingdom
$436K
MA
796
Mutual Advisors
Nebraska
$434K
FC
797
Farringdon Capital
United Kingdom
$432K
BRWA
798
B. Riley Wealth Advisors
Florida
$432K
WA
799
Whipplewood Advisors
Colorado
$430K
WAM
800
Wakefield Asset Management
Colorado
$424K