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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 %
State of Wisconsin Investment Board
126
State of Wisconsin Investment Board
Wisconsin
$56.9M +$881K +5,729 +2%
WorldQuant Millennium Advisors
127
WorldQuant Millennium Advisors
New York
$56M +$46.5M +302,504 +491%
RAM
128
Resona Asset Management
Japan
$55.2M -$1.91M -12,537 -3%
BHC
129
Bowen Hanes & Co
Florida
$53.2M – – –
BC
130
Brookfield Corp
Ontario, Canada
$52.4M -$4.71M -30,621 -8%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
131
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$51.6M -$13M -84,480 -20%
Chevy Chase Trust
132
Chevy Chase Trust
Maryland
$50.7M +$1.28M +8,295 +3%
ZIG
133
Zurich Insurance Group
Switzerland
$50.1M -$45.6M -296,413 -48%
BTCPP
134
Border to Coast Pensions Partnership
United Kingdom
$50M -$3.84M -25,000 -7%
VanEck Associates
135
VanEck Associates
New York
$49M +$2.79M +18,131 +6%
UIC
136
Uniplan Investment Counsel
Wisconsin
$48.3M -$917K -5,962 -2%
Capital Research Global Investors
137
Capital Research Global Investors
California
$47.1M -$40.5M -263,690 -46%
Treasurer of the State of North Carolina
138
Treasurer of the State of North Carolina
North Carolina
$47.1M +$3.68M +23,940 +8%
ERSOT
139
Employees Retirement System of Texas
Texas
$47M -$1.22M -7,916 -3%
Handelsbanken Fonder
140
Handelsbanken Fonder
Sweden
$46.6M -$3.25M -21,162 -7%
APG Asset Management
141
APG Asset Management
Netherlands
$46.2M +$2.87M +21,890 +7%
VRS
142
Virginia Retirement Systems
Virginia
$45.5M +$2.92M +19,000 +7%
CIM
143
Corda Investment Management
Texas
$44.8M -$1.27M -8,260 -3%
LPL Financial
144
LPL Financial
California
$44.3M +$4.59M +29,835 +12%
Royal London Asset Management
145
Royal London Asset Management
United Kingdom
$44.2M -$800K -5,206 -2%
Fidelity International
146
Fidelity International
Bermuda
$42.4M -$10.9M -70,986 -20%
HS
147
Hazelview Securities
Ontario, Canada
$41.7M +$2.47M +16,279 +6%
FMI
148
Factory Mutual Insurance
Massachusetts
$40.8M – – –
Nisa Investment Advisors
149
Nisa Investment Advisors
Missouri
$40.6M -$2.48M -16,106 -6%
CIBC World Market
150
CIBC World Market
Ontario, Canada
$39.2M +$31.5M +205,147 +414%
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