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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
16.57%
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 %
GC
201
Guggenheim Capital
Illinois
$20.2M +$3.77M +24,516 +23%
ProShare Advisors
202
ProShare Advisors
Maryland
$19.7M +$1.79M +11,638 +10%
Public Sector Pension Investment Board (PSP Investments)
203
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$19.7M -$5.39M -35,051 -22%
VMPIC
204
Varma Mutual Pension Insurance Co
Finland
$19.4M +$1.26M +8,200 +7%
TIAA Trust, National Association
205
TIAA Trust, National Association
North Carolina
$19.1M +$154 +1 +0%
AB
206
Amalgamated Bank
New York
$18.9M +$612K +3,978 +3%
OCBCO
207
Oversea-Chinese Banking Corp (OCBC)
Singapore
$18.8M +$139K +906 +0.7%
Thrivent Financial for Lutherans
208
Thrivent Financial for Lutherans
Minnesota
$18.8M -$151K -984 -0.8%
BS
209
Banco Santander
Spain
$18.8M +$17.4M +113,028 +1,241%
Mercer Global Advisors
210
Mercer Global Advisors
Colorado
$18.6M -$819K -5,328 -4%
TRSOTSOK
211
Teachers Retirement System of the State of Kentucky
Kentucky
$18.4M -$615K -4,003 -3%
Calamos Advisors
212
Calamos Advisors
Illinois
$18.2M – – –
KOCAA
213
Knights of Columbus Asset Advisors
Connecticut
$17.8M +$866K +5,636 +5%
VLKIM
214
Van Lanschot Kempen Investment Management
Netherlands
$17.8M -$349K -2,269 -2%
AssetMark Inc
215
AssetMark Inc
California
$17.6M +$1.02M +6,652 +6%
VI
216
Vestcor Inc
New Brunswick, Canada
$17.2M -$993K -6,457 -5%
UIM
217
USS Investment Management
United Kingdom
$17.1M -$17.7K -115 -0.1%
WCP
218
Waterfront Capital Partners
New York
$17M -$2.19M -14,264 -11%
X
219
Xponance
Pennsylvania
$16.4M +$1.84M +11,975 +13%
YCM
220
Yousif Capital Management
Michigan
$16.4M +$344K +2,240 +2%
Kovitz Investment Group Partners
221
Kovitz Investment Group Partners
Illinois
$16.3M +$16.3M +106,218 New
GLF
222
Groupe la Francaise
France
$16.3M +$4.67M +30,430 +40%
URS
223
Utah Retirement Systems
Utah
$15.9M +$220K +1,434 +1%
Cetera Investment Advisers
224
Cetera Investment Advisers
Illinois
$15.8M +$713K +4,640 +5%
Jones Financial Companies
225
Jones Financial Companies
Missouri
$15.8M +$3.42M +22,459 +28%
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