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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 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,236
Holders Change
+25
Holders Change %
+2.06%
% 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
79
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 %
CWM
876
C2C Wealth Management
Arizona
$307K – – –
EAM
877
Evanson Asset Management
California
$307K +$1.23K +8 +0.4%
WA
878
Wealth Alliance
New York
$306K -$8.91K -58 -3%
CFP
879
Catalyst Financial Partners
Massachusetts
$306K +$21.1K +137 +7%
RCA
880
Resonant Capital Advisors
Wisconsin
$305K +$305K +1,985 New
BCCM
881
Bridge Creek Capital Management
Massachusetts
$300K – – –
NWM
882
Northcape Wealth Management
New York
$299K -$20K -130 -6%
CC
883
Commons Capital
Massachusetts
$299K +$461 +3 +0.2%
PFG
884
Prosperity Financial Group
California
$296K +$154 +1 +0.1%
AIIMS
885
Analyst IMS Investment Management Services
Israel
$294K +$15.2K +99 +5%
SCP
886
Sivia Capital Partners
California
$294K +$19.5K +127 +7%
CAMG
887
CWA Asset Management Group
Florida
$292K +$47K +306 +19%
QFW
888
QTR Family Wealth
Florida
$292K +$29.5K +192 +11%
FG
889
Foster Group
Iowa
$291K +$14K +91 +5%
ODA
890
One Degree Advisors
California
$291K – – –
JSSH
891
J. Safra Sarasin Holding
$289K -$2.64M -17,148 -90%
MAM
892
Mystic Asset Management
Rhode Island
$289K +$17.8K +116 +7%
CSPIA
893
Cary Street Partners Investment Advisory
Virginia
$289K +$14.9K +97 +5%
MMA
894
Miracle Mile Advisors
California
$287K +$287K +1,870 New
DAS
895
Dynamic Advisor Solutions
Arizona
$287K +$16.4K +107 +6%
PFBT
896
Parkside Financial Bank & Trust
Missouri
$287K +$44.1K +287 +18%
WWM
897
Western Wealth Management
Colorado
$283K +$23.1K +150 +9%
MSE
898
MUFG Securities EMEA
United Kingdom
$282K +$282K +1,836 New
CAWM
899
Capital Advisors Wealth Management
Washington
$282K -$14.1K -92 -5%
PW
900
PUREfi Wealth
Massachusetts
$279K +$279K +1,817 New
34 35
36
37 38