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Welltower
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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 %
GA
151
GRS Advisors
Illinois
$37.9M 246,231 -342,223 -58%
First Trust Advisors
152
First Trust Advisors
Illinois
$37.1M 241,216 +39,287 +19%
CWM
153
CIBC World Markets
New York
$36.9M 240,152 -19 -0%
Stifel Financial
154
Stifel Financial
Missouri
$36.3M 235,999 +26,929 +13%
Cerity Partners
155
Cerity Partners
New York
$36.1M 234,918 +6,334 +3%
KK
156
KLP Kapitalforvaltning
Norway
$35.9M 233,846 +20,700 +10%
SMDAM
157
Sumitomo Mitsui DS Asset Management
Japan
$35.7M 232,031 +13,441 +6%
Teacher Retirement System of Texas
158
Teacher Retirement System of Texas
Texas
$35.7M 231,935 -81,810 -26%
II
159
IFM Investors
Australia
$35.4M 230,367 -10,675 -4%
TD Asset Management
160
TD Asset Management
Ontario, Canada
$35.1M 228,366 +6,454 +3%
BSA
161
Braun Stacey Associates
New York
$35M 227,852 -6,549 -3%
CI Investments Inc
162
CI Investments Inc
Ontario, Canada
$34.1M 222,004 +698 +0.3%
NW
163
NewEdge Wealth
Pennsylvania
$34M 200,451 +16,139 +9%
PNC Financial Services Group
164
PNC Financial Services Group
Pennsylvania
$33.5M 218,060 -1,400 -0.6%
1832 Asset Management
165
1832 Asset Management
Ontario, Canada
$32.8M 213,230 -207,157 -49%
LF
166
Lansforsakringar Fondforvaltning
Sweden
$31.2M 203,235 +1,732 +0.9%
UB
167
UMB Bank
Missouri
$31.2M 202,899 -19,796 -9%
TI
168
Tidal Investments
Wisconsin
$30.9M 200,891 +20,549 +11%
FRAF
169
Första AP-fonden
Sweden
$30.6M 199,300 +8,700 +5%
Federated Hermes
170
Federated Hermes
Pennsylvania
$30.2M 196,453 +129,521 +194%
State of Tennessee, Department of Treasury
171
State of Tennessee, Department of Treasury
Tennessee
$29.9M 194,602 -20,796 -10%
GAM
172
Groupama Asset Management
France
$29.8M 179,070 +163,969 +1,086%
EWA
173
EP Wealth Advisors
California
$29.5M 192,007 +10,864 +6%
ASRS
174
Arizona State Retirement System
Arizona
$29.1M 189,559 +6,817 +4%
Creative Planning
175
Creative Planning
Kansas
$27.7M 180,225 +2,043 +1%
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