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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
951
$242K
952
$242K
953
$240K
954
$239K
955
$239K
956
$238K
957
$237K
958
$236K
959
$235K
960
$235K
961
$234K
962
$234K
963
$234K
964
$232K
965
$231K
966
$231K
967
$229K
968
$229K
969
$229K
970
$229K
971
$227K
972
$227K
973
$226K
974
$225K
975
$225K