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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
$1.87B
2
Capital International Investors
Capital International Investors
California
$6.87B
3
State Street
State Street
Massachusetts
$6.09B
4
Capital World Investors
Capital World Investors
California
$244M
5
UBS AM
UBS AM
Illinois
$1.49B

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$13.2B
2
Bank of America
Bank of America
North Carolina
$2.92B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$3.1B
4
Principal Financial Group
Principal Financial Group
Iowa
$1.6B
5
UBS Group
UBS Group
Switzerland
$322M
Name Holding Trade Value Shares
Change 		Shares
Change %
OL
951
OneFund LLC
Florida
$235K +$307 +2 +0.1%
SP
952
Stonebrook Private
Michigan
$234K +$2.31K +15 +1%
CTI
953
Community Trust & Investment
Kentucky
$234K – – –
KBFS
954
Kohmann Bosshard Financial Services
Ohio
$234K – – –
TNA
955
True North Advisors
Texas
$232K -$35.2K -229 -13%
PWP
956
Phillips Wealth Planners
Mississippi
$231K -$4.25K -28 -2%
HDIM
957
Hanson & Doremus Investment Management
Vermont
$231K – – –
GWM
958
Gitterman Wealth Management
New Jersey
$229K +$229K +1,488 New
CWM
959
Challenger Wealth Management
California
$229K +$1.08K +7 +0.5%
SDWMA
960
Schneider Downs Wealth Management Advisors
Pennsylvania
$229K -$11.5K -75 -5%
CC
961
Courier Capital
New York
$229K -$1.23K -8 -0.5%
ATC
962
Argent Trust Co
Tennessee
$227K +$227K +1,479 New
TCA
963
Transcend Capital Advisors
New Jersey
$227K +$227K +1,476 New
BHIA
964
Birch Hill Investment Advisors
Massachusetts
$226K – – –
GIA
965
Gateway Investment Advisers
Ohio
$225K -$21.8K -142 -9%
FWA
966
FSM Wealth Advisors
Ohio
$225K +$225K +1,459 New
CWG
967
Cornerstone Wealth Group
North Carolina
$225K +$10.1K +66 +5%
RIL
968
Rothschild Investment LLC
Illinois
$224K +$6.76K +44 +3%
FNBT
969
FineMark National Bank & Trust
Florida
$224K +$3.38K +22 +2%
OBWG
970
Onyx Bridge Wealth Group
New York
$224K -$4K -26 -2%
SMC
971
Smith, Moore & Co
Missouri
$224K +$461 +3 +0.2%
KIA
972
KCM Investment Advisors
California
$224K – – –
TCWA
973
Turtle Creek Wealth Advisors
Texas
$223K +$223K +1,452 New
FFP
974
FourThought Financial Partners
Florida
$222K -$1.69K -11 -0.8%
SEIA
975
Signature Estate & Investment Advisors
California
$221K -$1.85K -12 -0.8%
37 38
39
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