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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
New York State Teachers Retirement System (NYSTRS)
101
New York State Teachers Retirement System (NYSTRS)
New York
$83.1M +$754K +4,585 +1%
Millennium Management
102
Millennium Management
New York
$83M +$1.11M +6,743 +1%
Artisan Partners
103
Artisan Partners
Wisconsin
$82.9M -$782K -4,759 -1%
First Trust Advisors
104
First Trust Advisors
Illinois
$79.1M +$33.3M +202,636 +84%
Franklin Resources
105
Franklin Resources
California
$78.4M -$4.48M -27,275 -6%
Victory Capital Management
106
Victory Capital Management
Texas
$77.1M -$1.57M -9,543 -2%
JAM
107
Jupiter Asset Management
United Kingdom
$76.4M +$70.5M +428,705 New
UM
108
UniSuper Management
Australia
$75.6M +$2.41M +14,655 +4%
RAM
109
Resona Asset Management
Japan
$73.9M +$9.24M +56,212 +16%
Manulife (Manufacturers Life Insurance)
110
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$73.6M +$2.2M +13,395 +3%
CS
111
Candriam SCA
Luxembourg
$72.5M -$1.55M -9,415 -2%
SOADOR
112
State of Alaska Department of Revenue
Alaska
$71.1M +$1.44M +8,759 +2%
Toronto Dominion Bank
113
Toronto Dominion Bank
Ontario, Canada
$70.8M +$2.72M +16,566 +4%
Primecap Management
114
Primecap Management
California
$69.6M +$657K +4,000 +1%
Two Sigma Investments
115
Two Sigma Investments
New York
$69.3M +$64M +389,289 New
Jane Street
116
Jane Street
New York
$68.8M +$54.5M +331,568 +606%
COPPSERS
117
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$67.7M -$30.3M -184,480 -33%
DB
118
Danske Bank
Denmark
$67.3M +$5.47M +33,300 +10%
Balyasny Asset Management
119
Balyasny Asset Management
Illinois
$67.3M -$142M -863,597 -70%
DekaBank Deutsche Girozentrale
120
DekaBank Deutsche Girozentrale
Germany
$67.1M – – –
Robeco Institutional Asset Management
121
Robeco Institutional Asset Management
Netherlands
$66.3M -$5.13M -31,210 -8%
Renaissance Technologies
122
Renaissance Technologies
New York
$64.4M -$9.52M -57,900 -14%
VanEck Associates
123
VanEck Associates
New York
$64M +$6.63M +40,360 +13%
Credit Agricole
124
Credit Agricole
France
$61.8M +$57M +346,867 New
BHC
125
Bowen Hanes & Co
Florida
$61.7M -$32.9K -200 -0.1%
3 4
5
6 7

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.