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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 %
RAM
126
Resona Asset Management
Japan
$55.2M 362,066 -12,537 -3%
BHC
127
Bowen Hanes & Co
Florida
$53.2M 346,281 – –
BC
128
Brookfield Corp
Ontario, Canada
$52.4M 340,696 -30,621 -8%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
129
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$51.6M 335,783 -84,480 -20%
Chevy Chase Trust
130
Chevy Chase Trust
Maryland
$50.7M 329,814 +8,295 +3%
ZIG
131
Zurich Insurance Group
Switzerland
$50.1M 326,167 -296,413 -48%
BTCPP
132
Border to Coast Pensions Partnership
United Kingdom
$50M 325,000 -25,000 -7%
VanEck Associates
133
VanEck Associates
New York
$49M 318,733 +18,131 +6%
UIC
134
Uniplan Investment Counsel
Wisconsin
$48.3M 314,203 -5,962 -2%
Capital Research Global Investors
135
Capital Research Global Investors
California
$47.1M 306,310 -263,690 -46%
Treasurer of the State of North Carolina
136
Treasurer of the State of North Carolina
North Carolina
$47.1M 306,059 +23,940 +8%
ERSOT
137
Employees Retirement System of Texas
Texas
$47M 305,591 -7,916 -3%
Handelsbanken Fonder
138
Handelsbanken Fonder
Sweden
$46.6M 303,290 -21,162 -7%
APG Asset Management
139
APG Asset Management
Netherlands
$46.2M 352,856 +21,890 +7%
VRS
140
Virginia Retirement Systems
Virginia
$45.5M 295,660 +19,000 +7%
CIM
141
Corda Investment Management
Texas
$44.8M 291,681 -8,260 -3%
LPL Financial
142
LPL Financial
California
$44.3M 287,887 +29,835 +12%
Royal London Asset Management
143
Royal London Asset Management
United Kingdom
$44.2M 287,769 -5,206 -2%
Fidelity International
144
Fidelity International
Bermuda
$42.4M 275,606 -70,986 -20%
HS
145
Hazelview Securities
Ontario, Canada
$41.7M 274,848 +16,279 +6%
FMI
146
Factory Mutual Insurance
Massachusetts
$40.8M 265,300 – –
Nisa Investment Advisors
147
Nisa Investment Advisors
Missouri
$40.6M 263,923 -16,106 -6%
CIBC World Market
148
CIBC World Market
Ontario, Canada
$39.2M 254,679 +205,147 +414%
N
149
Natixis
France
$39M 253,803 +34,955 +16%
GC
150
Gillson Capital
Illinois
$38.6M 250,955 +94,654 +61%
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