WELL icon

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 %
GSEP
851
Golden State Equity Partners
California
$340K +$50.9K +331 +18%
BFC
852
Blue Fin Capital
Rhode Island
$340K +$340K +2,210 New
WIA
853
World Investment Advisors
California
$337K -$31.5K -205 -9%
PK
854
Pflug Koory
Nebraska
$337K – – –
PPA
855
Painted Porch Advisors
California
$337K -$54.7K -356 -14%
SWM
856
Shelton Wealth Management
Texas
$336K +$1.54K +10 +0.5%
PSFG
857
Park Square Financial Group
Georgia
$334K +$23.1K +150 +7%
VCA
858
Verdence Capital Advisors
Maryland
$333K +$3.38K +22 +1%
PEAK6
859
PEAK6
Illinois
$330K -$5.69M -37,013 -95%
WS
860
Wedbush Securities
California
$330K -$45.7K -297 -12%
BWFA
861
Baltimore-Washington Financial Advisors
Maryland
$329K – – –
Wolverine Trading
862
Wolverine Trading
Illinois
$327K -$2.78M -18,260 -89%
Lazard Asset Management
863
Lazard Asset Management
New York
$326K -$729K -4,749 -69%
AAM
864
Aureus Asset Management
Massachusetts
$325K – – –
FWP
865
Family Wealth Partners
North Carolina
$323K +$323K +2,104 New
JSC
866
Jackson Square Capital
California
$323K +$323K +2,104 New
GAG
867
GM Advisory Group
New York
$323K – – –
TWP
868
Triad Wealth Partners
Kansas
$323K -$5.07K -33 -2%
LSIA
869
LaSalle St. Investment Advisors
Illinois
$320K -$5.38K -35 -2%
WIC
870
Woodmont Investment Counsel
Tennessee
$318K – – –
SW
871
SVB Wealth
Massachusetts
$318K -$220K -1,431 -41%
WKWM
872
Walter & Keenan Wealth Management
Indiana
$313K +$38.1K +248 +14%
RFA
873
Register Financial Advisors
Georgia
$313K -$33.2K -216 -10%
SRL
874
Scientech Research LLC
New Jersey
$309K -$230K -1,496 -43%
SFG
875
SNS Financial Group
Minnesota
$307K – – –
33 34
35
36 37