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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 %
GC
801
Grimes & Company
Massachusetts
$420K +$420K +2,731 New
FFA
802
Florida Financial Advisors
Florida
$418K +$76.4K +497 +22%
VWA
803
Visionary Wealth Advisors
Illinois
$417K – – –
AC
804
Avestar Capital
New York
$414K -$32.1K -209 -7%
CAL
805
Capital Analysts LLC
Pennsylvania
$414K -$7.84K -51 -2%
SFA
806
Souders Financial Advisors
Ohio
$411K +$88.6K +576 +27%
EFS
807
Essex Financial Services
Connecticut
$411K +$8K +52 +2%
BC
808
Bowman & Company
Wisconsin
$410K – – –
CAM
809
Covenant Asset Management
New Jersey
$409K – – –
HIC
810
Hartline Investment Corp
Illinois
$408K – – –
RCAG
811
Rehmann Capital Advisory Group
Michigan
$406K +$22.4K +146 +6%
WPP
812
Whalerock Point Partners
Rhode Island
$406K – – –
FT
813
Fiduciary Trust
Massachusetts
$404K +$17.8K +116 +5%
EW
814
Evoke Wealth
California
$404K +$77.5K +504 +24%
SIAG
815
Safeguard Investment Advisory Group
California
$403K +$1.85K +12 +0.5%
P
816
Pitcairn
Pennsylvania
$402K -$8.15K -53 -2%
CCP
817
Carmel Capital Partners
California
$402K -$285K -1,855 -42%
TSMHT
818
Thurston Springer Miller Herd & Titak
Indiana
$402K +$80.1K +521 +25%
QWP
819
Quotient Wealth Partners
Texas
$399K +$40.3K +262 +11%
BPWM
820
Badgley Phelps Wealth Managers
Washington
$397K -$60K -390 -13%
WEG
821
World Equity Group
Illinois
$396K +$60.7K +395 +18%
JCM
822
Jacobi Capital Management
Pennsylvania
$396K -$79.2K -515 -17%
LFM
823
LGT Fund Management
Liechtenstein
$395K -$1.21M -7,902 -75%
SWP
824
Strategic Wealth Partners
Ohio
$395K +$395K +2,567 New
CCIA
825
Campbell & Co Investment Adviser
Maryland
$390K -$464K -3,019 -54%
31 32
33
34 35