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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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$13.2B -$1.02B -6,603,846 -7%
BlackRock
2
BlackRock
New York
$10.2B +$144M +934,466 +1%
Capital International Investors
3
Capital International Investors
California
$6.87B +$320M +2,079,445 +5%
State Street
4
State Street
Massachusetts
$6.09B +$268M +1,740,196 +5%
Cohen & Steers
5
Cohen & Steers
New York
$5.41B -$99M -644,334 -2%
Norges Bank
6
Norges Bank
Norway
$4.9B +$4.9B +31,897,184 New
Wellington Management Group
7
Wellington Management Group
Massachusetts
$3.1B -$172M -1,120,710 -5%
Bank of America
8
Bank of America
North Carolina
$2.92B -$209M -1,362,377 -7%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$2.82B +$121M +785,538 +4%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$2.3B +$111M +723,887 +5%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$1.87B +$498M +3,237,227 +36%
Principal Financial Group
12
Principal Financial Group
Iowa
$1.6B -$158M -1,028,752 -9%
UBS AM
13
UBS AM
Illinois
$1.49B +$235M +1,528,303 +19%
Northern Trust
14
Northern Trust
Illinois
$1.36B +$54.7M +355,966 +4%
Morgan Stanley
15
Morgan Stanley
New York
$1.35B -$56.9M -369,983 -4%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$1.21B +$23M +149,724 +2%
Charles Schwab
17
Charles Schwab
California
$1.13B +$57.3M +372,697 +5%
Legal & General Group
18
Legal & General Group
United Kingdom
$1.12B +$43.8M +285,205 +4%
Invesco
19
Invesco
Georgia
$1.12B +$32M +207,964 +3%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$1.11B -$7.82M -50,876 -0.7%
DZ Bank
21
DZ Bank
Germany
$986M +$13.2M +85,751 +1%
Goldman Sachs
22
Goldman Sachs
New York
$942M +$216M +1,401,913 +30%
Daiwa Securities Group
23
Daiwa Securities Group
Japan
$823M -$13.8M -89,722 -2%
NL
24
Nuveen LLC
North Carolina
$787M +$22.7M +147,491 +3%
RC
25
Resolution Capital
Australia
$782M +$27.3M +177,849 +4%
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