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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 %
DWP
901
Daymark Wealth Partners
Ohio
$279K -$7.38K -48 -3%
CH
902
Cromwell Holdings
Wyoming
$274K – – –
FAG
903
Fortitude Advisory Group
Washington
$272K -$3.84K -25 -1%
MPM
904
MBB Public Markets
Illinois
$271K -$60.4K -393 -18%
M
905
MOTCO
Texas
$271K -$58.9K -357 -18%
FDW
906
Fourth Dimension Wealth
Ohio
$270K +$253K +1,647 +1,484%
FGA
907
Fortis Group Advisors
New Jersey
$269K +$10K +61 +4%
MWM
908
Modera Wealth Management
New Jersey
$268K -$62.1K -404 -19%
AAP
909
Arax Advisory Partners
Colorado
$268K +$42K +273 +19%
CFG
910
Carr Financial Group
Massachusetts
$268K -$36.4K -237 -12%
AWM
911
Accurate Wealth Management
Florida
$267K +$611 +4 +0.2%
CM
912
Cercano Management
Washington
$267K – – –
CIC
913
Crawford Investment Counsel
Georgia
$266K +$266K +1,731 New
CFA
914
Cahill Financial Advisors
Minnesota
$264K +$154 +1 +0.1%
FFN
915
Focus Financial Network
Minnesota
$264K +$154 +1 +0.1%
AWM
916
Angeles Wealth Management
California
$263K +$58K +377 +28%
MC
917
Middleton & Co
Massachusetts
$261K – – –
LI
918
Lafayette Investments
Maryland
$261K – – –
CTA
919
Colonial Trust Advisors
South Carolina
$260K – – –
Caisse de Depot et Placement du Quebec (CDPQ)
920
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$258K -$26.7M -173,380 -99%
LIG
921
Lokken Investment Group
Delaware
$255K -$615 -4 -0.2%
VAF
922
Values Added Financial
District of Columbia
$254K +$32.1K +209 +14%
MBTD
923
Mechanics Bank - Trust Department
California
$254K – – –
GXJ
924
Global X Japan
Japan
$253K +$2.77K +18 +1%
LFG
925
Larson Financial Group
Missouri
$253K +$24.1K +157 +11%
35 36
37
38 39