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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
+$498M
2
Capital International Investors
Capital International Investors
California
+$320M
3
State Street
State Street
Massachusetts
+$268M
4
Capital World Investors
Capital World Investors
California
+$244M
5
UBS AM
UBS AM
Illinois
+$235M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$1.02B
2
Bank of America
Bank of America
North Carolina
-$209M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$172M
4
Principal Financial Group
Principal Financial Group
Iowa
-$158M
5
UBS Group
UBS Group
Switzerland
-$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
1IA
1226
1620 Investment Advisors
Massachusetts
$1.46K – – –
DF
1227
DecisionPoint Financial
Arizona
$1.21K +$1.21K +8 New
BCM
1228
Blume Capital Management
California
$1.08K +$308 +2 +40%
AWM
1229
Atticus Wealth Management
Florida
$1.08K +$1.08K +7 New
T
1230
Tidemark
California
$922 +$922 +6 New
FGC
1231
Financial Gravity Companies
Texas
$769 +$769 +5 New
T
1232
Transce3nd
Texas
$615 – – –
BCWM
1233
Bartlett & Co Wealth Management
Ohio
$615 +$154 +1 +33%
CA
1234
Crewe Advisors
Utah
$462 +$462 +3 New
LFA
1235
LGT Financial Advisors
Texas
$307 +$307 +2 New
RWS
1236
Retirement Wealth Solutions
Wisconsin
$86 – – –
Holocene Advisors
1237
Holocene Advisors
New York
– -$31.4M -205,000 Closed
CF
1238
Corebridge Financial
Texas
– -$25.7M -167,813 Closed
Nomura Holdings
1239
Nomura Holdings
Japan
– -$23.3M -151,771 Closed
Alyeska Investment Group
1240
Alyeska Investment Group
Illinois
– -$20.4M -132,857 Closed
Walleye Trading
1241
Walleye Trading
New York
– -$18.2M -119,054 Closed
BBL
1242
Beck Bode LLC
Massachusetts
– -$15.1M -98,523 Closed
Mirae Asset Global ETFs Holdings
1243
Mirae Asset Global ETFs Holdings
Hong Kong
– -$13.4M -87,406 Closed
Twin Tree Management
1244
Twin Tree Management
Texas
– -$8.51M -55,517 Closed
FP
1245
FFG Partners
Florida
– -$6.78M -44,225 Closed
IMC Chicago
1246
IMC Chicago
Illinois
– -$3.87M -25,237 Closed
JG
1247
Jain Global
New York
– -$3.86M -25,198 Closed
ACM
1248
Aster Capital Management
United Arab Emirates
– -$3.58M -23,315 Closed
LSA
1249
L & S Advisors
California
– -$3.53M -23,026 Closed
FC
1250
FORA Capital
Florida
– -$3.19M -20,802 Closed
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