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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 %
AA
826
ALPS Advisors
Colorado
$390K -$194K -1,265 -33%
4WM
827
44 Wealth Management
Oregon
$388K +$16K +104 +4%
GIA
828
Guyasuta Investment Advisors
Pennsylvania
$388K +$69.2K +450 +22%
RCP
829
Rothschild Capital Partners
New York
$388K – – –
GIM
830
Gold Investment Management
Alberta, Canada
$386K -$277K -1,805 -42%
CI
831
Corient IA
Florida
$384K – – –
PCG
832
Prosperity Consulting Group
Maryland
$383K +$383K +2,494 New
CTC
833
Cetera Trust Company
Minnesota
$383K -$55.3K -360 -13%
HI
834
Hudock Inc
Pennsylvania
$383K +$769 +5 +0.2%
CCA
835
Childress Capital Advisors
Texas
$382K +$54.6K +355 +17%
IA
836
IFG Advisory
Georgia
$382K +$615 +4 +0.2%
RPGNY
837
Retirement Planning Group (New York)
New York
$381K – – –
CIBC Private Wealth Group
838
CIBC Private Wealth Group
Georgia
$378K +$37.4K +243 +11%
FNBOMD
839
First National Bank of Mount Dora
Florida
$377K – – –
BF
840
bLong Financial
Tennessee
$377K – – –
JSW
841
Journey Strategic Wealth
New Jersey
$371K +$371K +2,411 New
ASN
842
Advisory Services Network
Georgia
$370K -$57.6K -349 -13%
CSIC
843
Clifford Swan Investment Counsel
California
$370K +$307 +2 +0.1%
MG
844
Mather Group
Illinois
$361K +$7.84K +51 +2%
CI
845
Cambiar Investors
Colorado
$360K -$5.07K -33 -1%
PS
846
Planned Solutions
California
$355K – – –
MIM
847
MTM Investment Management
South Carolina
$354K – – –
AI
848
Atom Investors
Texas
$353K -$2.92K -19 -0.8%
AWA
849
AGH Wealth Advisors
Kansas
$347K +$1.38K +9 +0.4%
CGL
850
Clarius Group LLC
Washington
$343K -$46.4K -302 -12%
32 33
34
35 36