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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 %
T
1226
Transce3nd
Texas
$615 4 – –
BCWM
1227
Bartlett & Co Wealth Management
Ohio
$615 4 +1 +33%
CA
1228
Crewe Advisors
Utah
$462 3 +3 New
LFA
1229
LGT Financial Advisors
Texas
$307 2 +2 New
RWS
1230
Retirement Wealth Solutions
Wisconsin
$86 1 – –
Holocene Advisors
1231
Holocene Advisors
New York
– – -205,000 Closed
CF
1232
Corebridge Financial
Texas
– – -167,813 Closed
Nomura Holdings
1233
Nomura Holdings
Japan
– – -151,771 Closed
Alyeska Investment Group
1234
Alyeska Investment Group
Illinois
– – -132,857 Closed
Walleye Trading
1235
Walleye Trading
New York
– – -119,054 Closed
BBL
1236
Beck Bode LLC
Massachusetts
– – -98,523 Closed
Mirae Asset Global ETFs Holdings
1237
Mirae Asset Global ETFs Holdings
Hong Kong
– – -87,406 Closed
Twin Tree Management
1238
Twin Tree Management
Texas
– – -55,517 Closed
FP
1239
FFG Partners
Florida
– – -44,225 Closed
IMC Chicago
1240
IMC Chicago
Illinois
– – -25,237 Closed
JG
1241
Jain Global
New York
– – -25,198 Closed
ACM
1242
Aster Capital Management
United Arab Emirates
– – -23,315 Closed
LSA
1243
L & S Advisors
California
– – -23,026 Closed
FC
1244
FORA Capital
Florida
– – -20,802 Closed
DF
1245
Donoghue Forlines
Massachusetts
– – -15,281 Closed
USAA
1246
United Services Automobile Association
Texas
– – -13,488 Closed
GH
1247
GAM Holding
Switzerland
– – -11,136 Closed
FCI
1248
Financial Counselors Inc
Kansas
– – -10,152 Closed
PCM
1249
Prelude Capital Management
New York
– – -9,715 Closed
TC
1250
TownSquare Capital
Utah
– – -8,917 Closed
48 49
50
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