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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 %
VMPIC
201
Varma Mutual Pension Insurance Co
Finland
$19.4M 125,976 +8,200 +7%
TIAA Trust, National Association
202
TIAA Trust, National Association
North Carolina
$19.1M 124,053 +1 +0%
AB
203
Amalgamated Bank
New York
$18.9M 122,674 +3,978 +3%
OCBCO
204
Oversea-Chinese Banking Corp (OCBC)
Singapore
$18.8M 122,612 +906 +0.7%
Thrivent Financial for Lutherans
205
Thrivent Financial for Lutherans
Minnesota
$18.8M 122,418 -984 -0.8%
BS
206
Banco Santander
Spain
$18.8M 122,133 +113,028 +1,241%
Mercer Global Advisors
207
Mercer Global Advisors
Colorado
$18.6M 121,156 -5,328 -4%
TRSOTSOK
208
Teachers Retirement System of the State of Kentucky
Kentucky
$18.4M 119,860 -4,003 -3%
Calamos Advisors
209
Calamos Advisors
Illinois
$18.2M 118,271 – –
KOCAA
210
Knights of Columbus Asset Advisors
Connecticut
$17.8M 115,569 +5,636 +5%
VLKIM
211
Van Lanschot Kempen Investment Management
Netherlands
$17.8M 115,517 -2,269 -2%
AssetMark Inc
212
AssetMark Inc
California
$17.6M 114,682 +6,652 +6%
VI
213
Vestcor Inc
New Brunswick, Canada
$17.2M 112,154 -6,457 -5%
UIM
214
USS Investment Management
United Kingdom
$17.1M 111,525 -115 -0.1%
WCP
215
Waterfront Capital Partners
New York
$17M 110,736 -14,264 -11%
X
216
Xponance
Pennsylvania
$16.4M 106,838 +11,975 +13%
YCM
217
Yousif Capital Management
Michigan
$16.4M 106,520 +2,240 +2%
Kovitz Investment Group Partners
218
Kovitz Investment Group Partners
Illinois
$16.3M 106,218 +106,218 New
GLF
219
Groupe la Francaise
France
$16.3M 106,338 +30,430 +40%
URS
220
Utah Retirement Systems
Utah
$15.9M 103,637 +1,434 +1%
Cetera Investment Advisers
221
Cetera Investment Advisers
Illinois
$15.8M 102,884 +4,640 +5%
Jones Financial Companies
222
Jones Financial Companies
Missouri
$15.8M 103,747 +22,459 +28%
BCIM
223
British Columbia Investment Management
British Columbia, Canada
$15.7M 102,022 -17,062 -14%
EI
224
Ethic Inc
New York
$15.5M 101,657 +4,563 +5%
NAAA
225
New Age Alpha Advisors
New York
$15.4M 100,173 +12,624 +14%
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