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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
$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 %
DF
1251
Donoghue Forlines
Massachusetts
– -$2.34M -15,281 Closed
USAA
1252
United Services Automobile Association
Texas
– -$2.07M -13,488 Closed
GH
1253
GAM Holding
Switzerland
– -$1.71M -11,136 Closed
FCI
1254
Financial Counselors Inc
Kansas
– -$1.56M -10,152 Closed
PCM
1255
Prelude Capital Management
New York
– -$1.49M -9,715 Closed
TC
1256
TownSquare Capital
Utah
– -$1.37M -8,917 Closed
SC
1257
Scotia Capital
Ontario, Canada
– -$1.35M -8,822 Closed
TL
1258
Tradewinds LLC
North Carolina
– -$1.31M -8,575 Closed
MM
1259
MQS Management
New York
– -$586K -3,824 Closed
GSWM
1260
Greenup Street Wealth Management
Michigan
– -$516K -3,366 Closed
SICM
1261
Sustainable Insight Capital Management
New York
– -$478K -3,122 Closed
BT
1262
Banque Transatlantique
France
– -$426K -3,009 Closed
LFA
1263
Legacy Financial Advisors
Kentucky
– -$455K -2,967 Closed
RL
1264
Retireful LLC
Michigan
– -$383K -2,498 Closed
FAIM
1265
Financial Advocates Investment Management
Washington
– -$355K -2,319 Closed
TAM
1266
Titleist Asset Management
Texas
– -$353K -2,307 Closed
FTUS
1267
Flow Traders U.S.
New York
– -$310K -2,023 Closed
WIM
1268
Warwick Investment Management
Texas
– -$307K -2,005 Closed
BBP
1269
Banco BTG Pactual
Brazil
– -$286K -1,869 Closed
LA
1270
Legacy Advisors
Pennsylvania
– -$283K -1,844 Closed
LP
1271
LMR Partners
United Kingdom
– -$281K -1,837 Closed
SB
1272
Strategic Blueprint
Georgia
– -$276K -1,802 Closed
BC
1273
Bridgefront Capital
Texas
– -$275K -1,792 Closed
ARC
1274
Advisor Resource Council
Texas
– -$235K -1,787 Closed
RAM
1275
Readystate Asset Management
Illinois
– -$271K -1,769 Closed
49 50
51
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