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Welltower

1,252 hedge funds and large institutions have $99.4B invested in Welltower in 2025 Q2 according to their latest regulatory filings, with 129 funds opening new positions, 582 increasing their positions, 362 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

4.66% more ownership

Funds ownership: 94.24%98.9% (+4.7%)

3% more funds holding

Funds holding: 1,2211,252 (+31)

32% less call options, than puts

Call options by funds: $182M | Put options by funds: $268M

Holders
1,252
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$182M
Puts
$268M
Net Calls
Net Calls Change

Top Buyers

1 +$484M
2 +$311M
3 +$260M
4
Capital World Investors
Capital World Investors
California
+$238M
5
UBS AM
UBS AM
Illinois
+$228M

Top Sellers

1 -$987M
2 -$204M
3 -$167M
4
Principal Financial Group
Principal Financial Group
Iowa
-$154M
5
UBS Group
UBS Group
Switzerland
-$98.8M
Name Holding Trade Value Shares
Change
Change in
Stake
926
$261K
927
$261K
928
$260K
929
$258K
930
$255K
931
$254K
932
$254K
933
$253K
934
$253K
935
$252K
936
$252K
937
$248K
938
$248K
939
$247K
940
$247K
941
$246K
942
$246K
943
$246K
944
$246K
945
$245K
946
$244K
947
$244K
948
$243K
949
$242K
950
$242K