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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 %
NWM
1201
Nova Wealth Management
Florida
$3.82K +$3.82K +25 New
MEG
1202
Millstone Evans Group
Colorado
$3.54K – – –
EPW
1203
Evergreen Private Wealth
Colorado
$3.54K +$3.54K +23 New
MPW
1204
MASECO Private Wealth
$3.43K +$3.43K +22 New
PWMG
1205
Private Wealth Management Group
New Jersey
$3.38K – – –
MFT
1206
Moisand Fitzgerald Tamayo
Florida
$3.38K – – –
GC
1207
GFG Capital
Florida
$2.92K +$2.92K +19 New
DSC
1208
Duncker Streett & Co
Missouri
$2.61K – – –
TWD
1209
True Wealth Design
Ohio
$2.49K – – –
NL
1210
NVWM LLC
Pennsylvania
$2.46K -$461 -3 -16%
SC
1211
Stephens Consulting
Michigan
$2.46K +$2.46K +16 New
RPA
1212
Redwood Park Advisors
California
$2.31K – – –
TCA
1213
Trifecta Capital Advisors
Illinois
$2.31K – – –
QWM
1214
Quaker Wealth Management
New Jersey
$2.15K +$2.15K +14 New
ACM
1215
Anfield Capital Management
California
$2.15K – – –
CAC
1216
Core Alternative Capital
Georgia
$2.15K – – –
ACA
1217
American Capital Advisory
Idaho
$2K +$461 +3 +30%
RWM
1218
Rialto Wealth Management
New York
$2K +$1.54K +10 +333%
W
1219
WealthCollab
Washington
$2K +$2K +13 New
BHWM
1220
Beaird Harris Wealth Management
Texas
$2K +$2K +13 New
SFCL
1221
Strengthening Families & Communities LLC
Massachusetts
$1.85K +$771 +5 +71%
SRCM
1222
Signature Resources Capital Management
California
$1.85K +$1.85K +12 New
CYG
1223
Clean Yield Group
Vermont
$1.69K – – –
PWM
1224
Parkworth Wealth Management
California
$1.69K +$1.69K +11 New
JFG
1225
JDM Financial Group
Texas
$1.54K – – –
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