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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
1226
Abound Wealth Management
Tennessee
$18.2K – – –
RF
1227
Robinswood Financial
Washington
$18.1K – – –
BC
1228
Barrett & Company
Rhode Island
$17.8K – – –
MSFP
1229
Mark Sheptoff Financial Planning
Connecticut
$17.8K – – –
PCTC
1230
Perkins Coie Trust Company
Washington
$17.8K – – –
WTA
1231
Washington Trust Advisors
Massachusetts
$17.8K – – –
JFGIW
1232
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16.9K +$15.6K +95 New
WAS
1233
Winch Advisory Services
Wisconsin
$16.8K – – –
MAM
1234
Marquette Asset Management
Minnesota
$16.7K +$15.5K +94 New
NMG
1235
New Millennium Group
Utah
$16.2K – – –
HNW
1236
High Note Wealth
Minnesota
$16.2K +$657 +4 +5%
CNBTD
1237
Citizens National Bank Trust Department
Mississippi
$14.8K – – –
BI
1238
Binnacle Investments
Iowa
$14.8K +$986 +6 +8%
RTL
1239
Red Tortoise LLC
Georgia
$14.4K – – –
RFA
1240
Reyes Financial Architecture
California
$13.9K – – –
MWPCG
1241
Measured Wealth Private Client Group
New Hampshire
$13.4K +$12.3K +75 New
MSWM
1242
Mowery & Schoenfeld Wealth Management
Illinois
$13K -$3.45K -21 -22%
ST
1243
Smithfield Trust
Pennsylvania
$12K +$10.8K +66 New
MSWA
1244
Marshall & Sterling Wealth Advisors
New York
$11.6K – – –
BFS
1245
Bare Financial Services
Pennsylvania
$11.2K +$4.93K +30 +91%
KG
1246
Kilter Group
New York
$10.5K +$657 +4 +7%
B
1247
Birchbrook
Maine
$10.5K – – –
SWA
1248
SOA Wealth Advisors
New York
$10.4K – – –
Loomis, Sayles & Company
1249
Loomis, Sayles & Company
Massachusetts
$10.3K -$493 -3 -5%
NWM
1250
Navigoe Wealth Management
California
$10K – – –
48 49
50
51 52

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.