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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 %
FUBT
1026
First United Bank & Trust
Maryland
$123K – – –
VEA
1027
Virtus ETF Advisers
New York
$121K – – –
GIA
1028
GHP Investment Advisors
Colorado
$119K – – –
FC
1029
Franchise Capital
Cayman Islands
$118K +$86.1K +560 +268%
AF
1030
Advisornet Financial
Minnesota
$115K -$9.68K -63 -8%
CFO
1031
CVA Family Office
Colorado
$114K +$1.54K +10 +1%
CB
1032
Centennial Bank
Arkansas
$114K – – –
BGAI
1033
Bruce G. Allen Investments
Colorado
$111K -$1.85K -12 -2%
IWM
1034
Inlight Wealth Management
Georgia
$111K – – –
HWA
1035
HHM Wealth Advisors
Tennessee
$110K – – –
FWA
1036
Flagship Wealth Advisors
Massachusetts
$110K – – –
WB
1037
Webster Bank
Connecticut
$108K – – –
GSWM
1038
Golden State Wealth Management
California
$102K +$154 +1 +0.2%
NS
1039
NBC Securities
Alabama
$101K -$30.8K -201 -23%
MHR
1040
Matthew Hamilton Rosenberg
$97.3K -$38.4K -250 -28%
PWA
1041
Physician Wealth Advisors
Utah
$96.9K +$2.46K +16 +3%
GEA
1042
Glen Eagle Advisors
New Jersey
$96.1K – – –
FHA
1043
First Horizon Advisors
Tennessee
$94.7K – – –
CFD
1044
Creative Financial Designs
Indiana
$92K +$2.46K +16 +3%
MIA
1045
MeadowBrook Investment Advisors
Michigan
$88.2K – – –
OP
1046
ORG Partners
Indiana
$88.1K +$15.8K +104 +22%
MCM
1047
Manchester Capital Management
Vermont
$87.8K – – –
CIAM
1048
Caitong International Asset Management
Hong Kong
$87K +$87K +566 New
OWP
1049
ORG Wealth Partners
Texas
$86.3K -$4.55K -30 -5%
BTC
1050
Bank & Trust Company
Illinois
$84.6K – – –
40 41
42
43 44