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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
16.58%
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 %
OL
926
Optas LLC
Texas
$252K -$256K -1,667 -50%
AGM
927
Alpine Global Management
New York
$252K +$252K +1,636 New
SOS
928
Silver Oak Securities
Tennessee
$248K +$248K +1,616 New
IP
929
Investment Partners
Ohio
$248K +$922 +6 +0.4%
CIAS
930
Capital Investment Advisory Services
North Carolina
$247K +$307 +2 +0.1%
ZBNA
931
Zions Bancorporation, National Association
Utah
$247K +$9.99K +65 +4%
HAIM
932
Hunter Associates Investment Management
Pennsylvania
$246K – – –
LIM
933
Leavell Investment Management
Alabama
$246K -$15.4K -100 -6%
CI
934
Cherokee Insurance
Michigan
$246K – – –
CPIG
935
Chicago Partners Investment Group
Illinois
$246K +$19.4K +120 +9%
EP
936
Edgestream Partners
New Jersey
$245K -$895K -5,820 -79%
LWM
937
Liberty Wealth Management
California
$244K +$154 +1 +0.1%
MAWA
938
Moss Adams Wealth Advisors
Washington
$244K +$40.1K +261 +20%
IAS
939
Investment Advisory Services
Texas
$243K – – –
BA
940
Bridgewater Advisors
New York
$242K +$11.8K +71 +5%
HIC
941
Holderness Investments Company
North Carolina
$242K -$30.7K -200 -11%
FFS
942
Founders Financial Securities
Maryland
$242K +$4.15K +27 +2%
HR
943
Hardy Reed
Mississippi
$242K +$242K +1,573 New
VA
944
VestGen Advisors
Illinois
$240K -$16.8K -109 -7%
FC
945
Fairscale Capital
New Hampshire
$239K – – –
BWL
946
Bogart Wealth LLC
Virginia
$239K +$4.15K +27 +2%
MNBTD
947
Moody National Bank Trust Division
Texas
$238K -$922 -6 -0.4%
SIM
948
Sentry Investment Management
Wisconsin
$237K -$36K -237 -13%
EFM
949
E Fund Management
China
$236K -$8.46K -55 -3%
WAP
950
Wealthcare Advisory Partners
Pennsylvania
$235K +$4.46K +29 +2%
36 37
38
39 40