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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
NWM
1351
Nicola Wealth Management
British Columbia, Canada
– -$3.17M -20,642 Closed
Tudor Investment Corp
1352
Tudor Investment Corp
Connecticut
– -$2.83M -17,206 Closed
DFCM
1353
Dark Forest Capital Management
Puerto Rico
– -$2.41M -15,687 Closed
BCI
1354
Blue Capital Inc
Nebraska
– -$2.33M -15,128 Closed
UBP
1355
Union Bancaire Privee
Switzerland
– -$1.53M -12,540 Closed
TC
1356
TwinBeech Capital
New York
– -$1.53M -9,983 Closed
WLG
1357
Williamson Legacy Group
Indiana
– -$1.52M -9,885 Closed
HI
1358
HBK Investments
Texas
– -$1.52M -9,244 Closed
GCM
1359
Garland Capital Management
Washington
– -$1.38M -9,005 Closed
QC
1360
Quantessence Capital
New York
– -$1.35M -8,755 Closed
XT
1361
XTX Topco
Cayman Islands
– -$1.06M -6,886 Closed
AWM
1362
Axxcess Wealth Management
California
– -$1.03M -6,713 Closed
FRM
1363
Fox Run Management
Connecticut
– -$961K -6,248 Closed
GCP
1364
GSA Capital Partners
United Kingdom
– -$957K -6,228 Closed
UFF
1365
USA Financial Formulas
Michigan
– -$901K -5,863 Closed
IA
1366
Integrity Alliance
Iowa
– -$816K -5,305 Closed
CIP
1367
Convergence Investment Partners
Florida
– -$792K -5,154 Closed
PCP
1368
Proficio Capital Partners
Massachusetts
– -$676K -4,399 Closed
SPA
1369
Sherbrooke Park Advisers
New York
– -$622K -4,049 Closed
GCM
1370
Graham Capital Management
Connecticut
– -$621K -4,041 Closed
BAM
1371
Belpointe Asset Management
Nevada
– -$603K -3,922 Closed
FCA
1372
Fortis Capital Advisors
Kansas
– -$602K -3,913 Closed
IC
1373
Iconiq Capital
California
– -$593K -3,860 Closed
NRD
1374
Nebula Research & Development
New York
– -$557K -3,625 Closed
SW
1375
SMART Wealth
Nebraska
– -$521K -3,388 Closed
53 54
55
56 57

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.