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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
JWM
1376
Jackson Wealth Management
Florida
– -$490K -3,185 Closed
NWAG
1377
Net Worth Advisory Group
Utah
– -$472K -3,069 Closed
FC
1378
Farringdon Capital
United Kingdom
– -$432K -2,813 Closed
SIAG
1379
Safeguard Investment Advisory Group
California
– -$403K -2,624 Closed
CCP
1380
Carmel Capital Partners
California
– -$402K -2,612 Closed
WEG
1381
World Equity Group
Illinois
– -$396K -2,578 Closed
AI
1382
Atom Investors
Texas
– -$353K -2,294 Closed
PSFG
1383
Park Square Financial Group
Georgia
– -$334K -2,173 Closed
SRL
1384
Scientech Research LLC
New Jersey
– -$309K -2,013 Closed
MPM
1385
MBB Public Markets
Illinois
– -$271K -1,760 Closed
AGM
1386
Alpine Global Management
New York
– -$252K -1,636 Closed
CI
1387
Cherokee Insurance
Michigan
– -$246K -1,600 Closed
GWM
1388
Gitterman Wealth Management
New Jersey
– -$229K -1,488 Closed
ATC
1389
Argent Trust Co
Tennessee
– -$227K -1,479 Closed
HW
1390
Hancock Whitney
Mississippi
– -$216K -1,406 Closed
RSWM
1391
Robertson Stephens Wealth Management
California
– -$212K -1,382 Closed
PFC
1392
Phocas Financial Corp
California
– -$205K -1,334 Closed
BCMLT
1393
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$146K -951 Closed
VEA
1394
Virtus ETF Advisers
New York
– -$121K -785 Closed
CIAM
1395
Caitong International Asset Management
Hong Kong
– -$87K -566 Closed
TPWA
1396
Twin Peaks Wealth Advisors
California
– -$84K -510 Closed
WTFG
1397
Wood Tarver Financial Group
Idaho
– -$66K -435 Closed
OWA
1398
Opal Wealth Advisors
New York
– -$59.5K -387 Closed
NC
1399
NewSquare Capital
Pennsylvania
– -$55.6K -362 Closed
SO
1400
Sierra Ocean
California
– -$39.8K -258 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.