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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 %
VRM
976
Vectors Research Management
New York
$219K -$1.23K -8 -0.6%
ACM
977
Advisors Capital Management
New Jersey
$219K -$5.08K -33 -2%
HW
978
Hancock Whitney
Mississippi
$216K +$216K +1,406 New
MWM
979
Mattern Wealth Management
Kansas
$215K – – –
FHA
980
Flagship Harbor Advisors
Massachusetts
$214K -$9.84K -64 -4%
SCA
981
Stonebridge Capital Advisors
Minnesota
$213K – – –
SIA
982
Soltis Investment Advisors
Utah
$213K +$213K +1,386 New
MCM
983
MV Capital Management
Maryland
$213K -$615 -4 -0.3%
RSWM
984
Robertson Stephens Wealth Management
California
$212K -$6.92K -45 -3%
MSCM
985
McElhenny Sheffield Capital Management
Texas
$212K – – –
MHC
986
May Hill Capital
Massachusetts
$212K +$11.4K +74 +6%
AWE
987
Avidian Wealth Enterprises
Texas
$212K -$15.1K -98 -7%
SA
988
Sovran Advisors
California
$212K +$212K +1,397 New
FWI
989
Facet Wealth Inc
Maryland
$211K +$211K +1,279 New
CAM
990
Cidel Asset Management
Ontario, Canada
$210K -$20.4K -133 -9%
OCM
991
Orion Capital Management
California
$209K +$11.1K +72 +6%
CCA
992
Catalyst Capital Advisors
New York
$209K +$128K +833 +158%
FWM
993
Focused Wealth Management
New York
$209K -$105K -685 -34%
WRPWM
994
Werba Rubin Papier Wealth Management
California
$209K +$209K +1,357 New
WIM
995
Westside Investment Management
California
$208K +$25.7K +169 +14%
APC
996
Aspire Private Capital
North Carolina
$208K +$307 +2 +0.1%
HAM
997
Harmony Asset Management
Arizona
$208K – – –
AWM
998
Aberdeen Wealth Management
Illinois
$208K – – –
SFS
999
Sowell Financial Services
Arkansas
$207K -$20.1K -131 -9%
CWMGP
1000
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$206K +$206K +1,343 New
38 39
40
41 42