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Welltower
WELL

Overview Fund Activity

1,230 hedge funds and large institutions have $98.9B invested in Welltower in 2025 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 570 increasing their positions, 360 reducing their positions, and 78 closing their positions.

Holders
1,230
Holders Change
+19
Holders Change %
+1.57%
% of All Funds
16.52%
Holding in Top 10
32
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+18.52%
% of All Funds
0.43%
New
127
Increased
570
Reduced
360
Closed
78
Calls
$133M
Puts
$243M
Net Calls
-$110M
Net Calls Change
-$160M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$4.9B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.87B
3
Capital International Investors
3
Capital International Investors
California
$6.87B
4
State Street
4
State Street
Massachusetts
$6.09B
5
Capital World Investors
5
Capital World Investors
California
$244M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$13.2B
2
Bank of America
2
Bank of America
North Carolina
$2.92B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$3.1B
4
Principal Financial Group
4
Principal Financial Group
Iowa
$1.6B
5
UBS Group
5
UBS Group
Switzerland
$322M
Name Market Value Shares Shares
Change 		Shares
Change %
Citigroup
76
Citigroup
New York
$128M 831,543 -13,266 -2%
New York State Common Retirement Fund
77
New York State Common Retirement Fund
New York
$122M 794,065 +31,800 +4%
Neuberger Berman Group
78
Neuberger Berman Group
New York
$120M 778,419 +102,147 +15%
Raymond James Financial
79
Raymond James Financial
Florida
$119M 774,904 +51,976 +7%
Allianz Asset Management
80
Allianz Asset Management
Germany
$119M 771,298 +94,142 +14%
SO
81
STRS Ohio
Ohio
$118M 769,418 -3,723 -0.5%
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$117M 760,584 -23,628 -3%
Korea Investment Corp
83
Korea Investment Corp
South Korea
$116M 757,405 +69,725 +10%
HF
84
HRT Financial
New York
$110M 712,929 +546,225 +328%
Swedbank
85
Swedbank
Sweden
$102M 666,219 +66,039 +11%
Natixis Advisors
86
Natixis Advisors
Massachusetts
$100M 653,387 +227,393 +53%
National Bank of Canada
87
National Bank of Canada
Quebec, Canada
$99.1M 644,568 -50,321 -7%
State Board of Administration of Florida Retirement System
88
State Board of Administration of Florida Retirement System
Florida
$91.3M 593,712 +13,415 +2%
CAM
89
Congress Asset Management
Massachusetts
$89M 578,845 +578,845 New
Adage Capital Partners
90
Adage Capital Partners
Massachusetts
$87.5M 569,006 +63,400 +13%
Janus Henderson Group
91
Janus Henderson Group
United Kingdom
$87.3M 568,222 -42,280 -7%
Axa
92
Axa
France
$82.3M 535,170 +72,276 +16%
BNP Paribas Financial Markets
93
BNP Paribas Financial Markets
France
$81.7M 531,578 -650,896 -55%
CII
94
Capital International Inc
California
$81.2M 528,094 +124,288 +31%
Mitsubishi UFJ Trust & Banking
95
Mitsubishi UFJ Trust & Banking
Japan
$77.3M 502,837 -1,085 -0.2%
BNP Paribas Asset Management
96
BNP Paribas Asset Management
France
$76.6M 498,580 -23,382 -4%
Envestnet Asset Management
97
Envestnet Asset Management
Illinois
$76.3M 496,073 +37,339 +8%
Retirement Systems of Alabama
98
Retirement Systems of Alabama
Alabama
$74.9M 486,921 +15,570 +3%
Aviva
99
Aviva
United Kingdom
$74.6M 484,946 +50,075 +12%
Marshall Wace
100
Marshall Wace
United Kingdom
$73.3M 476,815 -291,664 -38%
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