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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
HWM
1251
Hemington Wealth Management
Virginia
$10K +$1.81K +11 +24%
SC
1252
SouthState Corp
Florida
$9.98K -$10.8K -66 -54%
AP
1253
Aspect Partners
Virginia
$9.97K +$1.81K +11 +24%
CWM
1254
Crowley Wealth Management
Delaware
$9.8K – – –
PP
1255
Pacifica Partners
Canada
$9.69K +$8.88K +54 New
BCWM
1256
Bartlett & Co Wealth Management
Ohio
$9.67K +$8.22K +50 +1,250%
Kayne Anderson Rudnick Investment Management
1257
Kayne Anderson Rudnick Investment Management
California
$9.55K – – –
HWA
1258
Heritage Wealth Advisors
Virginia
$9.26K – – –
VWA
1259
VSM Wealth Advisory
Maryland
$8.91K – – –
PP
1260
PFS Partners
New Jersey
$8.59K – – –
CFS
1261
Compass Financial Services
Iowa
$8.21K – – –
RWA
1262
Redmont Wealth Advisors
Illinois
$8.19K – – –
LSA
1263
Leonteq Securities AG
Switzerland
$7.84K +$7.23K +44 New
SA
1264
Strategic Advocates
Utah
$7.3K +$6.74K +41 New
CA
1265
Centerpoint Advisors
Massachusetts
$7K +$6.9K +42 New
TIM
1266
Tortoise Investment Management
New York
$6.59K +$1.81K +11 +42%
CWP
1267
Clark Wealth Partners
Illinois
$6.31K +$822 +5 +17%
TSMHT
1268
Thurston Springer Miller Herd & Titak
Indiana
$6.06K -$424K -2,578 -99%
WSFS
1269
Wilmington Savings Fund Society
Delaware
$5.88K -$470K -2,857 -99%
DIP
1270
DT Investment Partners
Pennsylvania
$5.7K – – –
AA
1271
Addison Advisors
Vermont
$5.7K +$5.26K +32 New
PWA
1272
Principia Wealth Advisory
Texas
$5.7K +$493 +3 +10%
TCM
1273
TD Capital Management
Tennessee
$5.55K – – –
RF
1274
Rossby Financial
Florida
$5.38K +$4.93K +30 New
TFM
1275
TFC Financial Management
Massachusetts
$5.36K – – –
49 50
51
52 53

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.