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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 %
SIC
1101
Salem Investment Counselors
North Carolina
$35.5K -$3.69K -24 -9%
BWAM
1102
Boyd Watterson Asset Management
Ohio
$35.1K – – –
HFS
1103
Hughes Financial Services
Virginia
$33.8K -$507 -3 -1%
HCM
1104
Hollencrest Capital Management
California
$33.1K -$10.5K -68 -24%
CIAS
1105
CBIZ Investment Advisory Services
Ohio
$32.7K +$30.9K +201 +1,675%
NEWAS
1106
N.E.W. Advisory Services
Wisconsin
$32.6K – – –
GBT
1107
Grove Bank & Trust
Florida
$32.6K +$9.99K +65 +44%
GTAM
1108
Global Trust Asset Management
Florida
$30.7K – – –
RF
1109
Roxbury Financial
New Jersey
$30.1K +$1.08K +7 +4%
NB
1110
NBT Bank
New York
$30.1K +$153 +1 +0.5%
DF
1111
Dunhill Financial
United Kingdom
$28.8K +$12.6K +82 +78%
SS
1112
Sunbelt Securities
Texas
$28.5K +$12.6K +100 +79%
SIS
1113
Sound Income Strategies
Florida
$28.4K -$11.2K -73 -28%
ME
1114
McIlrath & Eck
Washington
$28.3K – – –
BLC
1115
Brown, Lisle/Cummings
Rhode Island
$28.1K – – –
BONH
1116
Bank of New Hampshire
New Hampshire
$28K – – –
WA
1117
WPG Advisers
Maryland
$27.8K -$6.15K -40 -18%
PMFA
1118
Plante Moran Financial Advisors
Michigan
$27.8K +$26.1K +170 +1,545%
HCA
1119
Harbor Capital Advisors
Illinois
$27K -$1.39K -9 -5%
WPA
1120
Wealth Preservation Advisors
Tennessee
$26.6K – – –
BAM
1121
Bellevue Asset Management
Washington
$26.4K +$154 +1 +0.6%
SN
1122
Sittner & Nelson
Oregon
$26.3K – – –
AEPWM
1123
Atlantic Edge Private Wealth Management
Florida
$25.5K – – –
GWSG
1124
GPS Wealth Strategies Group
Colorado
$25.3K -$1.84K -12 -7%
SWM
1125
Spire Wealth Management
Virginia
$24.6K -$48.3K -314 -66%
43 44
45
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