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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
CSP
1076
Cary Street Partners
Virginia
$200K +$99K +602 +116%
AIM
1077
Arcadia Investment Management
Michigan
$196K – – –
AGWCA
1078
Annis Gardner Whiting Capital Advisors
Florida
$194K -$27.6K -168 -13%
WA
1079
Westfuller Advisors
New York
$190K +$175K +1,064 New
CSB
1080
City State Bank
Iowa
$188K – – –
SGK
1081
Steigerwald Gordon & Koch
Virginia
$186K +$172K +1,046 New
PGAM
1082
Princeton Global Asset Management
New Jersey
$178K -$986 -6 -0.6%
MR
1083
Munich Reinsurance
$176K +$162K +986 New
BG
1084
Bollard Group
Massachusetts
$174K – – –
OWP
1085
ORG Wealth Partners
Texas
$172K +$65.4K +398 +70%
NSIM
1086
North Star Investment Management
Illinois
$170K +$1.15K +7 +0.7%
PTC
1087
Private Trust Company
Ohio
$169K +$3.12K +19 +2%
FCT
1088
Family Capital Trust
Massachusetts
$164K +$151K +920 New
BC
1089
Bayforest Capital
United Kingdom
$163K +$150K +915 New
PD
1090
Point72 (DIFC)
United Arab Emirates
$161K -$6.44M -39,158 -98%
SIA
1091
Sit Investment Associates
Minnesota
$158K – – –
CT
1092
Clearstead Trust
Maine
$155K – – –
CCA
1093
Catalyst Capital Advisors
New York
$155K -$80.7K -491 -36%
HPC
1094
HM Payson & Co
Maine
$148K +$41.9K +255 +44%
PFA
1095
Pathway Financial Advisers
Indiana
$148K +$136K +830 New
PWA
1096
Physician Wealth Advisors
Utah
$143K +$27.9K +170 +27%
FUBT
1097
First United Bank & Trust
Maryland
$143K – – –
HIIFS
1098
Harel Insurance Investments & Financial Services
Israel
$142K +$131K +800 New
CFO
1099
CVA Family Office
Colorado
$138K +$5.42K +33 +4%
GIA
1100
GHP Investment Advisors
Colorado
$138K – – –
42 43
44
45 46

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.