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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 %
Ensign Peak Advisors
176
Ensign Peak Advisors
Utah
$27.6M 179,450 +13,420 +8%
EAM
177
Erste Asset Management
Austria
$27.3M 179,150 +93,415 +109%
MIM
178
MetLife Investment Management
New Jersey
$27.1M 176,485 +720 +0.4%
Mirae Asset Global Investments
179
Mirae Asset Global Investments
South Korea
$26.9M 174,859 +12,827 +8%
BHCM
180
Brevan Howard Capital Management
Jersey
$26.1M 169,844 +122,113 +256%
SOMRS
181
State of Michigan Retirement System
Michigan
$26M 168,909 +3,600 +2%
BIC
182
B&I Capital
Switzerland
$23.5M 152,790 -4,800 -3%
CWM
183
Congress Wealth Management
Massachusetts
$23.5M 152,746 +150,687 +7,318%
PP
184
Prudential plc
United Kingdom
$23.4M 152,492 +36,985 +32%
CNB
185
Czech National Bank
Czech Republic
$23.3M 151,856 +11,923 +9%
FAF
186
Fjarde Ap-fonden
Sweden
$22.8M 148,339 +25,200 +20%
WCM Investment Management
187
WCM Investment Management
California
$22.5M 148,115 +148,115 New
BAMF
188
BI Asset Management Fondsmaeglerselskab
Denmark
$21.5M 139,772 +76,729 +122%
WA
189
WestEnd Advisors
North Carolina
$21.2M 137,866 -24,580 -15%
WCA
190
Waratah Capital Advisors
Ontario, Canada
$20.9M 135,788 +135,788 New
DnB Asset Management
191
DnB Asset Management
Norway
$20.8M 135,550 +5,859 +5%
Wealth Enhancement Advisory Services
192
Wealth Enhancement Advisory Services
Minnesota
$20.8M 135,853 +4,350 +3%
MGP
193
Metis Global Partners
California
$20.6M 133,964 +26,318 +24%
Skandinaviska Enskilda Banken (SEB)
194
Skandinaviska Enskilda Banken (SEB)
Sweden
$20.6M 133,947 +5,574 +4%
VAM
195
Vert Asset Management
California
$20.5M 133,425 -6,061 -4%
EIP
196
Easterly Investment Partners
Massachusetts
$20.3M 131,796 +131,796 New
Point72 Asset Management
197
Point72 Asset Management
Connecticut
$20.2M 131,266 -15,757 -11%
GC
198
Guggenheim Capital
Illinois
$20.2M 131,116 +24,516 +23%
ProShare Advisors
199
ProShare Advisors
Maryland
$19.7M 128,157 +11,638 +10%
Public Sector Pension Investment Board (PSP Investments)
200
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$19.7M 127,851 -35,051 -22%
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