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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 %
BHWM
1276
Bar Harbor Wealth Management
New Hampshire
– – -1,370 Closed
RAG
1277
RIA Advisory Group
Iowa
– – -1,329 Closed
AMBIA
1278
Allen Mooney & Barnes Investment Advisors
Georgia
– – -1,323 Closed
OPA
1279
Old Port Advisors
Maine
– – -1,314 Closed
QC
1280
Quent Capital
New York
– – -1,245 Closed
BC
1281
Bayforest Capital
United Kingdom
– – -1,226 Closed
WT
1282
Washington Trust
Rhode Island
– – -1,200 Closed
BOTPPF
1283
Board of the Pension Protection Fund
United Kingdom
– – -1,000 Closed
WAG
1284
Wiser Advisor Group
Arizona
– – -656 Closed
AT
1285
Avalon Trust
New Mexico
– – -517 Closed
CWM
1286
Compass Wealth Management
Connecticut
– – -400 Closed
CA
1287
Centerpoint Advisors
Massachusetts
– – -300 Closed
CTWM
1288
Cherry Tree Wealth Management
Minnesota
– – -250 Closed
SCB
1289
Saudi Central Bank
Saudi Arabia
– – -245 Closed
OIA
1290
Optimum Investment Advisors
Illinois
– – -212 Closed
PA
1291
PSI Advisors
Florida
– – -203 Closed
TCPG
1292
Trivant Custom Portfolio Group
California
– – -200 Closed
WPA
1293
West Paces Advisors
Georgia
– – -117 Closed
IGAM
1294
iA Global Asset Management
Quebec, Canada
– – -99 Closed
WF
1295
Wayfinding Financial
Washington
– – -96 Closed
SIS
1296
Strategic Investment Solutions
Illinois
– – -51 Closed
PBK
1297
Peoples Bank (Kansas)
Kansas
– – -50 Closed
GFPC
1298
Global Financial Private Client
Florida
– – -47 Closed
CWC
1299
Carolinas Wealth Consulting
North Carolina
– – -34 Closed
CHC
1300
City Holding Co
West Virginia
– – -31 Closed
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