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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
1
T. Rowe Price Associates
Maryland
$1.87B
2
Capital International Investors
2
Capital International Investors
California
$6.87B
3
State Street
3
State Street
Massachusetts
$6.09B
4
Capital World Investors
4
Capital World Investors
California
$244M
5
UBS AM
5
UBS AM
Illinois
$1.49B

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$13.2B
2
Bank of America
2
Bank of America
North Carolina
$2.92B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$3.1B
4
Principal Financial Group
4
Principal Financial Group
Iowa
$1.6B
5
UBS Group
5
UBS Group
Switzerland
$322M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
1076
Versant Capital Management
Arizona
$55.5K -$3.08K -20 -5%
GKIM
1077
GW&K Investment Management
Massachusetts
$55K +$5.06K +33 +10%
AIM
1078
Anchor Investment Management
South Carolina
$53.8K +$7.69K +50 +17%
SCM
1079
Silvant Capital Management
Georgia
$53.5K – – –
IBOK
1080
Independence Bank of Kentucky
Kentucky
$52.4K +$1.23K +8 +2%
PSB
1081
Piscataqua Savings Bank
New Hampshire
$52K – – –
CWM
1082
Copia Wealth Management
Oregon
$51.2K +$51.2K +333 New
FMP
1083
Financial Management Professionals
Texas
$50.4K – – –
WFA
1084
West Financial Advisors
Iowa
$49.2K – – –
BIA
1085
Bell Investment Advisors
California
$48.4K +$4K +26 +9%
NFSG
1086
Newbridge Financial Services Group
Florida
$47.2K +$13.4K +87 +40%
JFA
1087
JNBA Financial Advisors
Minnesota
$46.2K – – –
IWP
1088
IAG Wealth Partners
Wisconsin
$46.1K – – –
CAL
1089
Capital Advisors Ltd
Ohio
$45K – – –
FFO
1090
Fortitude Family Office
Arizona
$44.9K -$769 -5 -2%
PWAM
1091
Private Wealth Asset Management
Iowa
$44.6K -$1.54K -10 -3%
FP
1092
Financial Perspectives
Minnesota
$43.7K -$11.5K -75 -21%
MIM
1093
Manitou Investment Management
Ontario, Canada
$41.5K – – –
C
1094
Covestor
United Kingdom
$41K -$1.86K -12 -4%
SA
1095
Scarborough Advisors
Maryland
$41K +$41K +267 New
TCM
1096
TruNorth Capital Management
Michigan
$40.1K – – –
SO
1097
Sierra Ocean
California
$39.8K +$2K +13 +5%
CAM
1098
Creekmur Asset Management
Illinois
$39.2K -$38.4K -250 -50%
TC
1099
Truvestments Capital
Florida
$37.7K -$4K -26 -10%
FCAS
1100
First Command Advisory Services
Texas
$35.7K +$4.15K +27 +13%
42 43
44
45 46