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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
EFMH
1326
E Fund Management (HK)
Hong Kong
$713 +$657 +4 New
BIM
1327
Breakwater Investment Management
Washington
$535 +$493 +3 New
SHIM
1328
Stone House Investment Management
Pennsylvania
$534 +$493 +3 New
RWS
1329
Retirement Wealth Solutions
Wisconsin
$100 – – –
FLP
1330
Financial Life Planners
Arizona
$76 – – –
Norges Bank
1331
Norges Bank
Norway
– -$4.9B -31,897,184 Closed
HF
1332
HRT Financial
New York
– -$110M -712,929 Closed
Axa
1333
Axa
France
– -$82.3M -535,170 Closed
WAM
1334
Weiss Asset Management
Massachusetts
– -$57.3M -372,750 Closed
ERSOT
1335
Employees Retirement System of Texas
Texas
– -$47M -305,591 Closed
GC
1336
Gillson Capital
Illinois
– -$38.6M -250,955 Closed
BHCM
1337
Brevan Howard Capital Management
Jersey
– -$26.1M -169,844 Closed
FAF
1338
Fjarde Ap-fonden
Sweden
– -$22.8M -148,339 Closed
SFI
1339
Susquehanna Fundamental Investments
Pennsylvania
– -$12.6M -81,819 Closed
CSS
1340
Cubist Systematic Strategies
Connecticut
– -$11.6M -70,321 Closed
EGM
1341
Engineers Gate Manager
New York
– -$8.18M -53,206 Closed
QC
1342
Quadrature Capital
United Kingdom
– -$7.2M -46,843 Closed
ECM
1343
ExodusPoint Capital Management
New York
– -$6.46M -42,018 Closed
AIM
1344
Achmea Investment Management
Netherlands
– -$6.27M -40,779 Closed
SH
1345
Svenska Handelsbanken
Sweden
– -$5.07M -32,992 Closed
CFM
1346
Catalyst Funds Management
Australia
– -$5M -32,500 Closed
Capital Fund Management (CFM)
1347
Capital Fund Management (CFM)
France
– -$5.21M -31,686 Closed
JFG
1348
Jefferies Financial Group
New York
– -$3.93M -25,545 Closed
SC
1349
SummitTX Capital
Texas
– -$3.71M -24,136 Closed
TF
1350
Trek Financial
Arizona
– -$3.34M -21,716 Closed
52 53
54
55 56

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.