WELL icon

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 %
Aviva
101
Aviva
United Kingdom
$74.6M +$7.7M +50,075 +12%
Marshall Wace
102
Marshall Wace
United Kingdom
$73.3M -$44.8M -291,664 -38%
Artisan Partners
103
Artisan Partners
Wisconsin
$72.2M +$72.2M +469,952 New
State of New Jersey Common Pension Fund D
104
State of New Jersey Common Pension Fund D
New Jersey
$72.1M +$2.38M +15,456 +3%
Franklin Resources
105
Franklin Resources
California
$71.9M +$7.1M +46,197 +11%
New York State Teachers Retirement System (NYSTRS)
106
New York State Teachers Retirement System (NYSTRS)
New York
$71M +$184K +1,200 +0.3%
Millennium Management
107
Millennium Management
New York
$70.6M +$34.6M +224,839 +96%
Victory Capital Management
108
Victory Capital Management
Texas
$68M +$13.6M +88,554 +25%
AQR Capital Management
109
AQR Capital Management
Connecticut
$66.3M +$27.3M +179,575 +70%
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$65.4M -$13.8M -89,604 -17%
MDSL
111
M.D. Sass LLC
New York
$65.3M +$398K +2,588 +0.6%
Renaissance Technologies
112
Renaissance Technologies
New York
$64.5M -$101M -659,200 -61%
CS
113
Candriam SCA
Luxembourg
$64.1M +$1.63M +10,584 +3%
UM
114
UniSuper Management
Australia
$63M +$1.84M +12,000 +3%
Robeco Institutional Asset Management
115
Robeco Institutional Asset Management
Netherlands
$62M +$2.26M +14,688 +4%
Canada Pension Plan Investment Board
116
Canada Pension Plan Investment Board
Ontario, Canada
$61.5M +$46.6M +303,278 +314%
Manulife (Manufacturers Life Insurance)
117
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$61.5M -$1.16M -7,576 -2%
SOADOR
118
State of Alaska Department of Revenue
Alaska
$60M +$2.33M +15,169 +4%
Primecap Management
119
Primecap Management
California
$59.4M +$53.3M +347,009 +879%
Toronto Dominion Bank
120
Toronto Dominion Bank
Ontario, Canada
$58.5M +$12M +78,243 +26%
DekaBank Deutsche Girozentrale
121
DekaBank Deutsche Girozentrale
Germany
$58.3M +$475K +3,115 +0.8%
COPPSERS
122
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$58.2M +$23.2M +224,858 +66%
Acadian Asset Management
123
Acadian Asset Management
Massachusetts
$57.3M -$53M -344,892 -48%
WAM
124
Weiss Asset Management
Massachusetts
$57.3M +$33.2M +216,184 +138%
CGPCS
125
Capital Group Private Client Services
California
$57M +$274K +1,784 +0.5%
3 4
5
6 7