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Welltower
WELL

Overview Fund Activity

1,230 hedge funds and large institutions have $98.9B invested in Welltower in 2025 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 570 increasing their positions, 360 reducing their positions, and 78 closing their positions.

Holders
1,230
Holders Change
+19
Holders Change %
+1.57%
% of All Funds
16.52%
Holding in Top 10
32
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+18.52%
% of All Funds
0.43%
New
127
Increased
570
Reduced
360
Closed
78
Calls
$133M
Puts
$243M
Net Calls
-$110M
Net Calls Change
-$160M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$4.9B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.87B
3
Capital International Investors
3
Capital International Investors
California
$6.87B
4
State Street
4
State Street
Massachusetts
$6.09B
5
Capital World Investors
5
Capital World Investors
California
$244M

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 Market Value Shares Shares
Change 		Shares
Change %
Artisan Partners
101
Artisan Partners
Wisconsin
$72.2M 469,952 +469,952 New
State of New Jersey Common Pension Fund D
102
State of New Jersey Common Pension Fund D
New Jersey
$72.1M 468,752 +15,456 +3%
Franklin Resources
103
Franklin Resources
California
$71.9M 467,450 +46,197 +11%
New York State Teachers Retirement System (NYSTRS)
104
New York State Teachers Retirement System (NYSTRS)
New York
$71M 461,974 +1,200 +0.3%
Millennium Management
105
Millennium Management
New York
$70.6M 459,263 +224,839 +96%
Victory Capital Management
106
Victory Capital Management
Texas
$68M 442,332 +88,554 +25%
AQR Capital Management
107
AQR Capital Management
Connecticut
$66.3M 436,550 +179,575 +70%
Bank of Montreal
108
Bank of Montreal
Ontario, Canada
$65.4M 425,613 -89,604 -17%
MDSL
109
M.D. Sass LLC
New York
$65.3M 424,588 +2,588 +0.6%
Renaissance Technologies
110
Renaissance Technologies
New York
$64.5M 419,563 -659,200 -61%
CS
111
Candriam SCA
Luxembourg
$64.1M 416,674 +10,584 +3%
UM
112
UniSuper Management
Australia
$63M 409,676 +12,000 +3%
Robeco Institutional Asset Management
113
Robeco Institutional Asset Management
Netherlands
$62M 403,359 +14,688 +4%
Canada Pension Plan Investment Board
114
Canada Pension Plan Investment Board
Ontario, Canada
$61.5M 399,941 +303,278 +314%
Manulife (Manufacturers Life Insurance)
115
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$61.5M 399,799 -7,576 -2%
SOADOR
116
State of Alaska Department of Revenue
Alaska
$60M 390,532 +15,169 +4%
Primecap Management
117
Primecap Management
California
$59.4M 386,509 +347,009 +879%
Toronto Dominion Bank
118
Toronto Dominion Bank
Ontario, Canada
$58.5M 380,724 +78,243 +26%
DekaBank Deutsche Girozentrale
119
DekaBank Deutsche Girozentrale
Germany
$58.3M 382,262 +3,115 +0.8%
COPPSERS
120
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$58.2M 564,639 +224,858 +66%
Acadian Asset Management
121
Acadian Asset Management
Massachusetts
$57.3M 373,021 -344,892 -48%
WAM
122
Weiss Asset Management
Massachusetts
$57.3M 372,750 +216,184 +138%
CGPCS
123
Capital Group Private Client Services
California
$57M 371,027 +1,784 +0.5%
State of Wisconsin Investment Board
124
State of Wisconsin Investment Board
Wisconsin
$56.9M 370,321 +5,729 +2%
WorldQuant Millennium Advisors
125
WorldQuant Millennium Advisors
New York
$56M 364,059 +302,504 +491%
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5
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