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Welltower
WELL

1,329 hedge funds and large institutions have $111B invested in Welltower in 2025 Q3 according to their latest regulatory filings, with 172 funds opening new positions, 584 increasing their positions, 356 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 172 | Existing positions closed: 84

64% more repeat investments, than reductions

Existing positions increased: 584 | Existing positions reduced: 356

12% more capital invested

Capital invested by funds: $99.5B → $111B (+$11.8B)

5% more funds holding

Funds holding: 1,260 → 1,329 (+69)

5% less call options, than puts

Call options by funds: $256M | Put options by funds: $269M

5.45% less ownership

Funds ownership: 99.01% → 93.55% (-5.5%)

16% less funds holding in top 10

Funds holding in top 10: 32 → 27 (-5)

Holders
1,329
Holders Change
+69
Holders Change %
+5.48%
% of All Funds
17.44%
Holding in Top 10
27
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-15.63%
% of All Funds
0.35%
New
172
Increased
584
Reduced
356
Closed
84
Calls
$256M
Puts
$269M
Net Calls
-$12.8M
Net Calls Change
+$74M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$656M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$482M
3
BlackRock
BlackRock
New York
+$471M
4
Capital World Investors
Capital World Investors
California
+$437M
5
Capital International Investors
Capital International Investors
California
+$303M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$1.59B
2
Cohen & Steers
Cohen & Steers
New York
-$264M
3
RC
Resolution Capital
Australia
-$145M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$142M
5
Citadel Advisors
Citadel Advisors
Florida
-$119M
Name Holding Trade Value Shares
Change 		Change in
Stake
Zurich Cantonal Bank
76
Zurich Cantonal Bank
Switzerland
$142M -$7.17M -43,638 -5%
BNP Paribas Financial Markets
77
BNP Paribas Financial Markets
France
$141M +$43.1M +262,383 +49%
Pictet Asset Management
78
Pictet Asset Management
Switzerland
$141M -$17.4M -105,627 -12%
New York State Common Retirement Fund
79
New York State Common Retirement Fund
New York
$137M -$4.41M -26,800 -3%
1832 Asset Management
80
1832 Asset Management
Ontario, Canada
$126M +$81M +492,757 +231%
Neuberger Berman Group
81
Neuberger Berman Group
New York
$125M -$12.6M -76,376 -10%
SO
82
STRS Ohio
Ohio
$124M -$12.1M -73,360 -10%
Swedbank
83
Swedbank
Sweden
$124M +$4.74M +28,832 +4%
CII
84
Capital International Inc
California
$122M +$25.6M +156,007 +30%
SAM
85
Storebrand Asset Management
Norway
$121M +$20.1M +122,490 +22%
Natixis Advisors
86
Natixis Advisors
Massachusetts
$120M +$3.6M +21,886 +3%
Janus Henderson Group
87
Janus Henderson Group
United Kingdom
$114M +$12.1M +73,318 +13%
Citigroup
88
Citigroup
New York
$112M -$33M -201,008 -24%
Adage Capital Partners
89
Adage Capital Partners
Massachusetts
$108M +$6.44M +39,200 +7%
CAM
90
Congress Asset Management
Massachusetts
$105M +$1.61M +9,777 +2%
State Board of Administration of Florida Retirement System
91
State Board of Administration of Florida Retirement System
Florida
$104M -$1.99M -12,079 -2%
Alyeska Investment Group
92
Alyeska Investment Group
Illinois
$98.2M +$90.6M +551,331 New
Aviva
93
Aviva
United Kingdom
$92.6M +$5.69M +34,608 +7%
Bank of Montreal
94
Bank of Montreal
Ontario, Canada
$89.8M +$12.9M +78,435 +18%
AIM
95
AXA Investment Managers
France
$89.4M +$82.5M +501,821 New
Mitsubishi UFJ Trust & Banking
96
Mitsubishi UFJ Trust & Banking
Japan
$89.1M -$453K -2,756 -0.5%
Envestnet Asset Management
97
Envestnet Asset Management
Illinois
$88.7M +$319K +1,943 +0.4%
Retirement Systems of Alabama
98
Retirement Systems of Alabama
Alabama
$88.4M +$1.54M +9,365 +2%
State of New Jersey Common Pension Fund D
99
State of New Jersey Common Pension Fund D
New Jersey
$86.4M +$2.66M +16,156 +3%
Canada Pension Plan Investment Board
100
Canada Pension Plan Investment Board
Ontario, Canada
$83.9M +$11.7M +71,294 +18%
2 3
4
5 6

WELL Hedge Fund Activity: Q3 2025 in Review

1,329 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q3 2025, worth a combined $111B — up 12% from $99.5B a quarter earlier.

Buyers outnumbered sellers: 172 funds opened new WELL positions and 84 closed out — a net gain of 88 holders — while 584 added to existing stakes and 356 trimmed.

The largest buyer was Vanguard Group, adding an estimated $656M. The largest seller was UBS AM, cutting an estimated $1.59B.

  • 1,329 institutional investors held Welltower (WELL) as of Q3 2025, up from 1,260 in Q2 2025.
  • Funds reported $111B of Welltower stock for Q3 2025, up 12% quarter-over-quarter.
  • 172 funds opened new Welltower positions in Q3 2025 and 84 closed out, a net change of +88 holders.
  • The largest Welltower buyer in Q3 2025 was Vanguard Group, an estimated $656M added.
  • The largest Welltower seller in Q3 2025 was UBS AM, an estimated $1.59B sold.

Based on aggregated 13F filings for Q3 2025.