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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 %
TPWA
1051
Twin Peaks Wealth Advisors
California
$84K +$84K +510 New
CSP
1052
Cary Street Partners
Virginia
$79.6K +$1.08K +7 +1%
VNA
1053
Valley National Advisers
Pennsylvania
$78K – – –
MAM
1054
Meeder Asset Management
Ohio
$77.9K +$46.1K +300 +145%
AG
1055
AmeriFlex Group
Nevada
$77.7K -$16.9K -110 -18%
MA
1056
MCF Advisors
Kentucky
$76.9K – – –
DMBA
1057
Deseret Mutual Benefit Administrators
Utah
$72.3K – – –
FWM
1058
FSA Wealth Management
Massachusetts
$71.9K +$308 +2 +0.4%
PB
1059
Pinnacle Bancorp
Nebraska
$69.2K – – –
IHWM
1060
Iron Horse Wealth Management
Iowa
$67.6K +$67.6K +440 New
CFB
1061
Cullen/Frost Bankers
Texas
$67.4K +$6K +39 +10%
WTFG
1062
Wood Tarver Financial Group
Idaho
$66K +$303 +2 +0.5%
SSG
1063
Summit Securities Group
New York
$65K +$65K +423 New
CIA
1064
Cape Investment Advisory
Georgia
$64.9K – – –
TCOV
1065
Trust Company of Vermont
Vermont
$64.9K +$36K +234 +124%
ADL
1066
Asset Dedication LLC
California
$62.3K -$922 -6 -1%
RTC
1067
Riverview Trust Company
Washington
$61.5K -$168K -1,094 -73%
MFC
1068
Mechanics Financial Corp
Ohio
$61.5K – – –
EB
1069
Eastern Bank
Massachusetts
$61K -$116K -755 -66%
ACA
1070
Atlas Capital Advisors
Wyoming
$60.6K – – –
S
1071
Sachetta
Massachusetts
$60K +$1.69K +11 +3%
OWA
1072
Opal Wealth Advisors
New York
$59.5K +$307 +2 +0.5%
TH
1073
TCTC Holdings
Texas
$58.3K – – –
RA
1074
Rise Advisors
New York
$57.3K +$1.23K +8 +2%
NC
1075
NewSquare Capital
Pennsylvania
$55.7K +$12.9K +84 +30%
41 42
43
44 45