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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 %
IF
1276
Intrua Financial
Texas
– -$268K -1,748 Closed
RA
1277
RFG Advisory
Alabama
– -$260K -1,698 Closed
I
1278
InceptionR
California
– -$245K -1,599 Closed
AHL
1279
Abel Hall LLC
Louisiana
– -$237K -1,549 Closed
PA
1280
Procyon Advisors
Connecticut
– -$234K -1,526 Closed
TIA
1281
Trust Investment Advisors
Indiana
– -$228K -1,486 Closed
BHWM
1282
Bar Harbor Wealth Management
New Hampshire
– -$210K -1,370 Closed
RAG
1283
RIA Advisory Group
Iowa
– -$204K -1,329 Closed
AMBIA
1284
Allen Mooney & Barnes Investment Advisors
Georgia
– -$203K -1,323 Closed
OPA
1285
Old Port Advisors
Maine
– -$201K -1,314 Closed
QC
1286
Quent Capital
New York
– -$191K -1,245 Closed
BC
1287
Bayforest Capital
United Kingdom
– -$188K -1,226 Closed
WT
1288
Washington Trust
Rhode Island
– -$184K -1,200 Closed
BOTPPF
1289
Board of the Pension Protection Fund
United Kingdom
– -$153K -1,000 Closed
WAG
1290
Wiser Advisor Group
Arizona
– -$100K -656 Closed
AT
1291
Avalon Trust
New Mexico
– -$79.2K -517 Closed
CWM
1292
Compass Wealth Management
Connecticut
– -$61.3K -400 Closed
CA
1293
Centerpoint Advisors
Massachusetts
– -$46K -300 Closed
CTWM
1294
Cherry Tree Wealth Management
Minnesota
– -$38.3K -250 Closed
SCB
1295
Saudi Central Bank
Saudi Arabia
– -$37.5K -245 Closed
ZRP
1296
Zynergy Retirement Planning
New Jersey
– -$27.2K -216 Closed
OIA
1297
Optimum Investment Advisors
Illinois
– -$32.5K -212 Closed
PA
1298
PSI Advisors
Florida
– -$31.1K -203 Closed
TCPG
1299
Trivant Custom Portfolio Group
California
– -$30.6K -200 Closed
WPA
1300
West Paces Advisors
Georgia
– -$17.9K -117 Closed
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