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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
STB
1276
S&T Bank
Pennsylvania
$5.17K – – –
W
1277
WealthCollab
Washington
$5.17K +$2.63K +16 +123%
HWM
1278
HighMark Wealth Management
Minnesota
$5.17K – – –
MNA
1279
Manning & Napier Advisors
New York
$5.17K +$4.77K +29 New
RFS
1280
Richardson Financial Services
Massachusetts
$4.81K +$4.44K +27 New
WW
1281
Winnow Wealth
Texas
$4.65K +$4.27K +26 New
CBT
1282
Crews Bank & Trust
Florida
$4.63K – – –
BDPWM
1283
Barnes Dennig Private Wealth Management
Ohio
$4.63K +$4.27K +26 New
IWM
1284
IMG Wealth Management
Florida
$4.45K – – –
APW
1285
Atlantic Private Wealth
North Carolina
$4.45K +$4.11K +25 New
CCMI
1286
Creative Capital Management Investments
California
$4.45K +$4.11K +25 New
NWM
1287
Nova Wealth Management
Florida
$4.42K – – –
EWP
1288
Elevation Wealth Partners
California
$4.28K +$3.94K +24 New
EPW
1289
Evergreen Private Wealth
Colorado
$4.1K – – –
MEG
1290
Millstone Evans Group
Colorado
$4.1K – – –
GA
1291
Guerra Advisors
Florida
$4.1K +$3.78K +23 New
CCM
1292
Cloud Capital Management
Washington
$4K +$4.44K +27 New
MPW
1293
MASECO Private Wealth
$3.99K – – –
MFT
1294
Moisand Fitzgerald Tamayo
Florida
$3.92K – – –
PWMG
1295
Private Wealth Management Group
New Jersey
$3.92K – – –
BHWM
1296
Beaird Harris Wealth Management
Texas
$3.21K +$822 +5 +38%
MA
1297
Montag & Associates
Georgia
$3.03K +$2.79K +17 New
DSC
1298
Duncker Streett & Co
Missouri
$3.03K – – –
HHGA
1299
Halbert Hargrove Global Advisors
California
$2.85K +$2.63K +16 New
NL
1300
NVWM LLC
Pennsylvania
$2.85K – – –
50 51
52
53 54

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.