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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 %
SC
1251
Scotia Capital
Ontario, Canada
– – -8,822 Closed
TL
1252
Tradewinds LLC
North Carolina
– – -8,575 Closed
MM
1253
MQS Management
New York
– – -3,824 Closed
GSWM
1254
Greenup Street Wealth Management
Michigan
– – -3,366 Closed
SICM
1255
Sustainable Insight Capital Management
New York
– – -3,122 Closed
BT
1256
Banque Transatlantique
France
– – -3,009 Closed
LFA
1257
Legacy Financial Advisors
Kentucky
– – -2,967 Closed
RL
1258
Retireful LLC
Michigan
– – -2,498 Closed
FAIM
1259
Financial Advocates Investment Management
Washington
– – -2,319 Closed
TAM
1260
Titleist Asset Management
Texas
– – -2,307 Closed
FTUS
1261
Flow Traders U.S.
New York
– – -2,023 Closed
WIM
1262
Warwick Investment Management
Texas
– – -2,005 Closed
BBP
1263
Banco BTG Pactual
Brazil
– – -1,869 Closed
LA
1264
Legacy Advisors
Pennsylvania
– – -1,844 Closed
LP
1265
LMR Partners
United Kingdom
– – -1,837 Closed
SB
1266
Strategic Blueprint
Georgia
– – -1,802 Closed
BC
1267
Bridgefront Capital
Texas
– – -1,792 Closed
ARC
1268
Advisor Resource Council
Texas
– – -1,787 Closed
RAM
1269
Readystate Asset Management
Illinois
– – -1,769 Closed
IF
1270
Intrua Financial
Texas
– – -1,748 Closed
RA
1271
RFG Advisory
Alabama
– – -1,698 Closed
I
1272
InceptionR
California
– – -1,599 Closed
AHL
1273
Abel Hall LLC
Louisiana
– – -1,549 Closed
PA
1274
Procyon Advisors
Connecticut
– – -1,526 Closed
TIA
1275
Trust Investment Advisors
Indiana
– – -1,486 Closed
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51
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