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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
+$498M
2
Capital International Investors
Capital International Investors
California
+$320M
3
State Street
State Street
Massachusetts
+$268M
4
Capital World Investors
Capital World Investors
California
+$244M
5
UBS AM
UBS AM
Illinois
+$235M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$1.02B
2
Bank of America
Bank of America
North Carolina
-$209M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$172M
4
Principal Financial Group
Principal Financial Group
Iowa
-$158M
5
UBS Group
UBS Group
Switzerland
-$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
N
151
Natixis
France
$39M +$5.37M +34,955 +16%
GC
152
Gillson Capital
Illinois
$38.6M +$14.6M +94,654 +61%
GA
153
GRS Advisors
Illinois
$37.9M -$52.6M -342,223 -58%
First Trust Advisors
154
First Trust Advisors
Illinois
$37.1M +$6.04M +39,287 +19%
CWM
155
CIBC World Markets
New York
$36.9M -$2.92K -19 -0%
Stifel Financial
156
Stifel Financial
Missouri
$36.3M +$4.14M +26,929 +13%
Cerity Partners
157
Cerity Partners
New York
$36.1M +$974K +6,334 +3%
KK
158
KLP Kapitalforvaltning
Norway
$35.9M +$3.18M +20,700 +10%
SMDAM
159
Sumitomo Mitsui DS Asset Management
Japan
$35.7M +$2.07M +13,441 +6%
Teacher Retirement System of Texas
160
Teacher Retirement System of Texas
Texas
$35.7M -$12.6M -81,810 -26%
II
161
IFM Investors
Australia
$35.4M -$1.64M -10,675 -4%
TD Asset Management
162
TD Asset Management
Ontario, Canada
$35.1M +$992K +6,454 +3%
BSA
163
Braun Stacey Associates
New York
$35M -$1.01M -6,549 -3%
CI Investments Inc
164
CI Investments Inc
Ontario, Canada
$34.1M +$107K +698 +0.3%
NW
165
NewEdge Wealth
Pennsylvania
$34M +$2.74M +16,139 +9%
PNC Financial Services Group
166
PNC Financial Services Group
Pennsylvania
$33.5M -$215K -1,400 -0.6%
1832 Asset Management
167
1832 Asset Management
Ontario, Canada
$32.8M -$31.8M -207,157 -49%
LF
168
Lansforsakringar Fondforvaltning
Sweden
$31.2M +$266K +1,732 +0.9%
UB
169
UMB Bank
Missouri
$31.2M -$3.04M -19,796 -9%
TI
170
Tidal Investments
Wisconsin
$30.9M +$3.16M +20,549 +11%
FRAF
171
Första AP-fonden
Sweden
$30.6M +$1.34M +8,700 +5%
Federated Hermes
172
Federated Hermes
Pennsylvania
$30.2M +$19.9M +129,521 +194%
State of Tennessee, Department of Treasury
173
State of Tennessee, Department of Treasury
Tennessee
$29.9M -$3.2M -20,796 -10%
GAM
174
Groupama Asset Management
France
$29.8M +$27.3M +163,969 +1,086%
EWA
175
EP Wealth Advisors
California
$29.5M +$1.67M +10,864 +6%
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