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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 %
ASRS
176
Arizona State Retirement System
Arizona
$29.1M +$1.05M +6,817 +4%
Creative Planning
177
Creative Planning
Kansas
$27.7M +$314K +2,043 +1%
Ensign Peak Advisors
178
Ensign Peak Advisors
Utah
$27.6M +$2.06M +13,420 +8%
EAM
179
Erste Asset Management
Austria
$27.3M +$14.2M +93,415 +109%
MIM
180
MetLife Investment Management
New Jersey
$27.1M +$111K +720 +0.4%
Mirae Asset Global Investments
181
Mirae Asset Global Investments
South Korea
$26.9M +$1.97M +12,827 +8%
NAM
182
Nissay Asset Management
Japan
$26.8M +$1.57M +10,192 +6%
BHCM
183
Brevan Howard Capital Management
Jersey
$26.1M +$18.8M +122,113 +256%
SOMRS
184
State of Michigan Retirement System
Michigan
$26M +$553K +3,600 +2%
BIC
185
B&I Capital
Switzerland
$23.5M -$738K -4,800 -3%
CWM
186
Congress Wealth Management
Massachusetts
$23.5M +$23.2M +150,687 +7,318%
PP
187
Prudential plc
United Kingdom
$23.4M +$5.69M +36,985 +32%
CNB
188
Czech National Bank
Czech Republic
$23.3M +$1.83M +11,923 +9%
FAF
189
Fjarde Ap-fonden
Sweden
$22.8M +$3.87M +25,200 +20%
WCM Investment Management
190
WCM Investment Management
California
$22.5M +$22.5M +148,115 New
BAMF
191
BI Asset Management Fondsmaeglerselskab
Denmark
$21.5M +$11.8M +76,729 +122%
WA
192
WestEnd Advisors
North Carolina
$21.2M -$3.78M -24,580 -15%
WCA
193
Waratah Capital Advisors
Ontario, Canada
$20.9M +$20.9M +135,788 New
DnB Asset Management
194
DnB Asset Management
Norway
$20.8M +$901K +5,859 +5%
Wealth Enhancement Advisory Services
195
Wealth Enhancement Advisory Services
Minnesota
$20.8M +$665K +4,350 +3%
MGP
196
Metis Global Partners
California
$20.6M +$4.05M +26,318 +24%
Skandinaviska Enskilda Banken (SEB)
197
Skandinaviska Enskilda Banken (SEB)
Sweden
$20.6M +$857K +5,574 +4%
VAM
198
Vert Asset Management
California
$20.5M -$932K -6,061 -4%
EIP
199
Easterly Investment Partners
Massachusetts
$20.3M +$20.3M +131,796 New
Point72 Asset Management
200
Point72 Asset Management
Connecticut
$20.2M -$2.42M -15,757 -11%
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