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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 %
KG
1176
Kilter Group
New York
$8.46K +$8.46K +55 New
ANBT
1177
American National Bank & Trust
Texas
$8.46K – – –
CWM
1178
Crowley Wealth Management
Delaware
$8.46K – – –
Kayne Anderson Rudnick Investment Management
1179
Kayne Anderson Rudnick Investment Management
California
$8.24K +$2.49K +16 +43%
HWA
1180
Heritage Wealth Advisors
Virginia
$7.99K +$7.99K +52 New
VWA
1181
VSM Wealth Advisory
Maryland
$7.69K – – –
PP
1182
PFS Partners
New Jersey
$7.38K +$7.38K +48 New
RAM
1183
Riggs Asset Management
Pennsylvania
$7.07K – – –
CFS
1184
Compass Financial Services
Iowa
$7.05K – – –
HWM
1185
Hemington Wealth Management
Virginia
$7K -$4.87K -32 -41%
AP
1186
Aspect Partners
Virginia
$6.92K – – –
YDMI
1187
Y.D. More Investments
Israel
$6.39K -$12.5K -82 -66%
WCM
1188
WealthTrak Capital Management
Virginia
$6.3K +$1.23K +8 +24%
BFS
1189
Bare Financial Services
Pennsylvania
$5.07K +$4.46K +29 +725%
DIP
1190
DT Investment Partners
Pennsylvania
$4.92K – – –
TCM
1191
TD Capital Management
Tennessee
$4.79K – – –
TFM
1192
TFC Financial Management
Massachusetts
$4.63K – – –
PWA
1193
Principia Wealth Advisory
Texas
$4.46K -$307 -2 -6%
STB
1194
S&T Bank
Pennsylvania
$4.46K +$2.92K +19 +190%
HWM
1195
HighMark Wealth Management
Minnesota
$4.46K +$4.46K +29 New
TIM
1196
Total Investment Management
Arizona
$4.01K +$4.01K +26 New
CBT
1197
Crews Bank & Trust
Florida
$4K +$4K +26 New
TIM
1198
Tortoise Investment Management
New York
$4K +$4K +26 New
IWM
1199
IMG Wealth Management
Florida
$3.84K +$3.84K +25 New
TCM
1200
Traub Capital Management
Massachusetts
$3.84K +$3.84K +25 New
46 47
48
49 50