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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
AWM
1201
Activest Wealth Management
Florida
$26.2K +$1.81K +11 +8%
BFS
1202
Burkett Financial Services
South Carolina
$26K +$164 +1 +0.7%
HBW
1203
Hazlett, Burt & Watson
West Virginia
$26K – – –
HWP
1204
Highline Wealth Partners
California
$25.5K +$3.94K +24 +20%
AAG
1205
Armstrong Advisory Group
Massachusetts
$25.5K – – –
HHMI
1206
Howard Hughes Medical Institute
Maryland
$25.5K +$1.97K +12 +9%
FNWA
1207
Financial Network Wealth Advisors
Utah
$25.3K – – –
HIMS
1208
Hager Investment Management Services
New Hampshire
$25.3K +$10.7K +65 +84%
PWA
1209
Provenance Wealth Advisors
Florida
$24.8K – – –
NECFA
1210
New England Capital Financial Advisors
Connecticut
$24.2K – – –
MAM
1211
Morse Asset Management
Connecticut
$24K +$1.64K +10 +8%
AW
1212
Avion Wealth
Texas
$24K +$329 +2 +2%
CFFP
1213
Center for Financial Planning
Michigan
$23.7K – – –
PAM
1214
Palisade Asset Management
Minnesota
$23.3K +$21.5K +131 New
AT
1215
Arlington Trust
Alabama
$23.3K -$657 -4 -3%
OAJ
1216
Ogorek Anthony Joseph
New York
$23K +$493 +3 +2%
CPBTD
1217
Central Pacific Bank - Trust Division
Hawaii
$22.3K – – –
RFP
1218
Root Financial Partners
California
$21K +$19.4K +118 New
MAFA
1219
MJT & Associates Financial Advisory
Minnesota
$20.3K – – –
CMP
1220
Coston McIsaac & Partners
Maine
$20K – – –
JSAM
1221
J. Safra Asset Management
New York
$19.6K +$18.1K +110 New
VFM
1222
Vision Financial Markets
Connecticut
$19.6K – – –
IAS
1223
IMA Advisory Services
Colorado
$19.1K – – –
EWM
1224
Evermay Wealth Management
Virginia
$18.7K – – –
WWM
1225
Wolff Wiese Magana
California
$18.7K – – –
47 48
49
50 51

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.