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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
PB
1126
Pinnacle Bancorp
Nebraska
$80.2K – – –
S
1127
Sachetta
Massachusetts
$79.8K +$9.53K +58 +15%
DMBA
1128
Deseret Mutual Benefit Administrators
Utah
$76.4K -$6.74K -41 -9%
CIA
1129
Cape Investment Advisory
Georgia
$76.4K +$1.15K +7 +2%
CFB
1130
Cullen/Frost Bankers
Texas
$75.6K -$2.3K -14 -3%
AT
1131
Avalon Trust
New Mexico
$74.8K +$69K +420 New
CT
1132
Caldwell Trust
Florida
$73K – – –
ADL
1133
Asset Dedication LLC
California
$72.1K – – –
MFC
1134
Mechanics Financial Corp
Ohio
$71.3K – – –
RTC
1135
Riverview Trust Company
Washington
$71.3K – – –
PWAM
1136
Private Wealth Asset Management
Iowa
$70.4K +$17.3K +105 +36%
RA
1137
Rise Advisors
New York
$69.4K +$2.63K +16 +4%
VCM
1138
Versant Capital Management
Arizona
$68.8K +$4.11K +25 +7%
TH
1139
TCTC Holdings
Texas
$67.5K – – –
TWD
1140
True Wealth Design
Ohio
$66.5K +$58.7K +357 +2,231%
GKIM
1141
GW&K Investment Management
Massachusetts
$64K +$164 +1 +0.3%
AIM
1142
Anchor Investment Management
South Carolina
$62.4K – – –
SCM
1143
Silvant Capital Management
Georgia
$62K – – –
PSB
1144
Piscataqua Savings Bank
New Hampshire
$60.2K – – –
JWM
1145
JPL Wealth Management
Colorado
$59.8K +$55.1K +335 New
CHC
1146
City Holding Co
West Virginia
$59.5K +$54.9K +334 New
CWM
1147
Copia Wealth Management
Oregon
$59.3K – – –
SL
1148
Salomon & Ludwin
Virginia
$58.8K +$55.2K +336 New
FMP
1149
Financial Management Professionals
Texas
$57.9K -$493 -3 -0.9%
WFA
1150
West Financial Advisors
Iowa
$57K – – –
44 45
46
47 48

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.