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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
RPA
1301
Redwood Park Advisors
California
$2.67K – – –
TCA
1302
Trifecta Capital Advisors
Illinois
$2.67K – – –
WWA
1303
Wealth Watch Advisors
Colorado
$2.67K +$2.47K +15 New
ACM
1304
Anfield Capital Management
California
$2.49K – – –
CAC
1305
Core Alternative Capital
Georgia
$2.49K – – –
QWM
1306
Quaker Wealth Management
New Jersey
$2.49K – – –
TCB
1307
Texas Capital Bancshares
Texas
$2.49K +$2.3K +14 New
CPG
1308
Cornerstone Planning Group
New Jersey
$2.39K +$2.79K +17 +22%
RWM
1309
Rialto Wealth Management
New York
$2.32K – – –
HFS
1310
Horizon Financial Services
North Carolina
$2.32K +$2.14K +13 New
SRCM
1311
Signature Resources Capital Management
California
$2.14K – – –
SFCL
1312
Strengthening Families & Communities LLC
Massachusetts
$1.97K -$164 -1 -8%
ACA
1313
American Capital Advisory
Idaho
$1.96K -$329 -2 -15%
CYG
1314
Clean Yield Group
Vermont
$1.96K – – –
HI
1315
Hoey Investments
Pennsylvania
$1.78K +$1.64K +10 New
JFG
1316
JDM Financial Group
Texas
$1.78K – – –
1IA
1317
1620 Investment Advisors
Massachusetts
$1.69K – – –
UCB
1318
United Community Bank
South Carolina
$1.6K +$1.48K +9 New
DF
1319
DecisionPoint Financial
Arizona
$1.44K – – –
T
1320
Tidemark
California
$1.07K – – –
FGAM
1321
Financial Gravity Asset Management
Texas
$1.07K +$986 +6 New
CMA
1322
Cedar Mountain Advisors
Oregon
$1.07K +$986 +6 New
DCM
1323
Davis Capital Management
Florida
$1.07K +$986 +6 New
HWA
1324
Heartwood Wealth Advisors
Virginia
$891 +$822 +5 New
HC
1325
Hurley Capital
New York
$891 +$822 +5 New
51 52
53
54 55

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.