WELL icon

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 %
NI
1001
Natural Investments
California
$206K -$66K -430 -24%
RWP
1002
Revolve Wealth Partners
New Jersey
$206K +$206K +1,339 New
OFG
1003
Oxford Financial Group
Indiana
$205K -$13.4K -87 -6%
PFC
1004
Phocas Financial Corp
California
$205K -$3.08K -20 -1%
XF
1005
XML Financial
Maryland
$205K – – –
CAG
1006
Crestwood Advisors Group
Massachusetts
$203K +$203K +1,320 New
WBG
1007
Wharton Business Group
Pennsylvania
$200K -$193K -1,255 -49%
AGWCA
1008
Annis Gardner Whiting Capital Advisors
Florida
$193K +$35.2K +229 +22%
KFI
1009
Key Financial Inc
Pennsylvania
$189K – – –
Bank Julius Baer & Co
1010
Bank Julius Baer & Co
Switzerland
$180K +$20.8K +135 +13%
GWS
1011
Greykasell Wealth Strategies
California
$177K – – –
CT
1012
Colonial Trust
South Carolina
$172K -$3.69K -24 -2%
BBHC
1013
Brown Brothers Harriman & Co
New York
$170K +$150K +973 +715%
AIM
1014
Arcadia Investment Management
Michigan
$169K – – –
CSB
1015
City State Bank
Iowa
$163K – – –
SIC
1016
SJS Investment Consulting
Ohio
$155K +$11.2K +73 +8%
PGAM
1017
Princeton Global Asset Management
New Jersey
$155K +$48.6K +316 +46%
MME
1018
Meag Munich Ergo
Germany
$152K +$152K +986 New
BG
1019
Bollard Group
Massachusetts
$151K +$7.71K +50 +5%
MYIA
1020
Mount Yale Investment Advisors
Colorado
$148K +$148K +965 New
BCMLT
1021
Beacon Capital Management LLC (Tennessee)
Tennessee
$146K -$12.6K -82 -8%
NSIM
1022
North Star Investment Management
Illinois
$146K +$307 +2 +0.2%
PTC
1023
Private Trust Company
Ohio
$143K +$82.2K +535 +136%
SIA
1024
Sit Investment Associates
Minnesota
$136K -$16.1K -105 -11%
CT
1025
Clearstead Trust
Maine
$134K +$27.1K +176 +25%
39 40
41
42 43