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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
NFSG
1151
Newbridge Financial Services Group
Florida
$54.7K – – –
CF
1152
Collier Financial
Colorado
$53.7K +$49.5K +301 New
JFA
1153
JNBA Financial Advisors
Minnesota
$53.5K – – –
IWP
1154
IAG Wealth Partners
Wisconsin
$53.4K – – –
BIA
1155
Bell Investment Advisors
California
$52.2K -$3.62K -22 -7%
FFO
1156
Fortitude Family Office
Arizona
$52K – – –
CAL
1157
Capital Advisors Ltd
Ohio
$52K – – –
YDMI
1158
Y.D. More Investments
Israel
$51.2K +$40.4K +246 +586%
TC
1159
Truvestments Capital
Florida
$49.5K +$5.42K +33 +13%
MAM
1160
Meeder Asset Management
Ohio
$48.1K -$39K -237 -47%
MIM
1161
Manitou Investment Management
Ontario, Canada
$48.1K – – –
TCM
1162
TruNorth Capital Management
Michigan
$46.5K – – –
CAM
1163
Creekmur Asset Management
Illinois
$45.4K – – –
FP
1164
Financial Perspectives
Minnesota
$44.9K -$5.26K -32 -11%
C
1165
Covestor
United Kingdom
$44K -$3.29K -20 -8%
SIC
1166
Salem Investment Counselors
North Carolina
$41.2K – – –
BWAM
1167
Boyd Watterson Asset Management
Ohio
$40.6K – – –
CIAS
1168
CBIZ Investment Advisory Services
Ohio
$40.3K +$2.14K +13 +6%
HFS
1169
Hughes Financial Services
Virginia
$38.8K +$493 +3 +2%
HCM
1170
Hollencrest Capital Management
California
$38.3K – – –
GBT
1171
Grove Bank & Trust
Florida
$37.8K – – –
NEWAS
1172
N.E.W. Advisory Services
Wisconsin
$37.8K – – –
SS
1173
Sunbelt Securities
Texas
$36.8K -$3.29K -20 -9%
FCAS
1174
First Command Advisory Services
Texas
$36.5K -$4.44K -27 -12%
BC
1175
Broadwater Capital
Massachusetts
$35.6K -$5.02M -30,546 -99%
45 46
47
48 49

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.