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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 %
OLVIG
1126
Oliver Lagore Vanvalin Investment Group
Michigan
$23.9K +$23.9K +156 New
PPC
1127
Park Place Capital
Alabama
$23K – – –
AFG
1128
Albion Financial Group
Utah
$22.8K – – –
SC
1129
Solstein Capital
California
$22.8K +$22.8K +148 New
BFS
1130
Burkett Financial Services
South Carolina
$22.4K – – –
HBW
1131
Hazlett, Burt & Watson
West Virginia
$22K – – –
AAG
1132
Armstrong Advisory Group
Massachusetts
$22K -$7.38K -48 -25%
FNWA
1133
Financial Network Wealth Advisors
Utah
$21.8K – – –
PWA
1134
Provenance Wealth Advisors
Florida
$21.4K – – –
NECFA
1135
New England Capital Financial Advisors
Connecticut
$20.9K +$15.7K +102 +300%
AWM
1136
Activest Wealth Management
Florida
$20.9K +$307 +2 +1%
AT
1137
Arlington Trust
Alabama
$20.8K +$615 +4 +3%
CFFP
1138
Center for Financial Planning
Michigan
$20.4K – – –
HHMI
1139
Howard Hughes Medical Institute
Maryland
$20.1K +$20.1K +131 New
AW
1140
Avion Wealth
Texas
$20K +$6.77K +45 +51%
MWM
1141
MorganRosel Wealth Management
Colorado
$20K – – –
MAM
1142
Morse Asset Management
Connecticut
$19.2K -$830K -5,400 -98%
CPBTD
1143
Central Pacific Bank - Trust Division
Hawaii
$19.2K +$19.2K +125 New
OAJ
1144
Ogorek Anthony Joseph
New York
$19K – – –
SC
1145
SouthState Corp
Florida
$18.8K -$7.23K -47 -28%
HWP
1146
Highline Wealth Partners
California
$18.3K – – –
MAFA
1147
MJT & Associates Financial Advisory
Minnesota
$17.5K +$11.8K +77 +208%
CMP
1148
Coston McIsaac & Partners
Maine
$17K – – –
VFM
1149
Vision Financial Markets
Connecticut
$16.8K +$153 +1 +0.9%
IAS
1150
IMA Advisory Services
Colorado
$16.4K +$615 +4 +4%
44 45
46
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