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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 %
CRM
76
Cardano Risk Management
Netherlands
$129M +$27.4M +178,402 +27%
Citigroup
77
Citigroup
New York
$128M -$2.04M -13,266 -2%
New York State Common Retirement Fund
78
New York State Common Retirement Fund
New York
$122M +$4.89M +31,800 +4%
Neuberger Berman Group
79
Neuberger Berman Group
New York
$120M +$15.7M +102,147 +15%
Raymond James Financial
80
Raymond James Financial
Florida
$119M +$7.99M +51,976 +7%
Allianz Asset Management
81
Allianz Asset Management
Germany
$119M +$14.5M +94,142 +14%
SO
82
STRS Ohio
Ohio
$118M -$572K -3,723 -0.5%
Royal Bank of Canada
83
Royal Bank of Canada
Ontario, Canada
$117M -$3.63M -23,628 -3%
Korea Investment Corp
84
Korea Investment Corp
South Korea
$116M +$10.7M +69,725 +10%
HF
85
HRT Financial
New York
$110M +$84M +546,225 +328%
Susquehanna International Group
86
Susquehanna International Group
Pennsylvania
$106M +$80.2M +521,746 +310%
Swedbank
87
Swedbank
Sweden
$102M +$10.2M +66,039 +11%
Natixis Advisors
88
Natixis Advisors
Massachusetts
$100M +$35M +227,393 +53%
National Bank of Canada
89
National Bank of Canada
Quebec, Canada
$99.1M -$7.74M -50,321 -7%
State Board of Administration of Florida Retirement System
90
State Board of Administration of Florida Retirement System
Florida
$91.3M +$2.06M +13,415 +2%
CAM
91
Congress Asset Management
Massachusetts
$89M +$89M +578,845 New
Adage Capital Partners
92
Adage Capital Partners
Massachusetts
$87.5M +$9.75M +63,400 +13%
Janus Henderson Group
93
Janus Henderson Group
United Kingdom
$87.3M -$6.5M -42,280 -7%
Axa
94
Axa
France
$82.3M +$11.1M +72,276 +16%
BNP Paribas Financial Markets
95
BNP Paribas Financial Markets
France
$81.7M -$100M -650,896 -55%
CII
96
Capital International Inc
California
$81.2M +$19.1M +124,288 +31%
Mitsubishi UFJ Trust & Banking
97
Mitsubishi UFJ Trust & Banking
Japan
$77.3M -$167K -1,085 -0.2%
BNP Paribas Asset Management
98
BNP Paribas Asset Management
France
$76.6M -$3.59M -23,382 -4%
Envestnet Asset Management
99
Envestnet Asset Management
Illinois
$76.3M +$5.74M +37,339 +8%
Retirement Systems of Alabama
100
Retirement Systems of Alabama
Alabama
$74.9M +$2.39M +15,570 +3%
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4
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