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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
Chevy Chase Trust
126
Chevy Chase Trust
Maryland
$61.2M +$2.27M +13,780 +4%
State of Wisconsin Investment Board
127
State of Wisconsin Investment Board
Wisconsin
$61.2M -$4.41M -26,853 -7%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
128
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$60.1M +$278K +1,693 +0.5%
VRS
129
Virginia Retirement Systems
Virginia
$59.7M +$6.49M +39,500 +13%
Royal London Asset Management
130
Royal London Asset Management
United Kingdom
$58.7M +$6.85M +41,654 +14%
MDSL
131
M.D. Sass LLC
New York
$58.2M -$16.1M -97,756 -23%
APG Asset Management
132
APG Asset Management
Netherlands
$58.1M +$5.04M +30,654 +9%
BTCPP
133
Border to Coast Pensions Partnership
United Kingdom
$57.9M – – –
UIC
134
Uniplan Investment Counsel
Wisconsin
$57.9M +$1.74M +10,573 +3%
LPL Financial
135
LPL Financial
California
$57.2M +$5.47M +33,290 +12%
BC
136
Brookfield Corp
Ontario, Canada
$56.6M -$3.8M -23,126 -7%
Handelsbanken Fonder
137
Handelsbanken Fonder
Sweden
$55.5M +$1.38M +8,423 +3%
Capital Research Global Investors
138
Capital Research Global Investors
California
$54.6M – – –
Teacher Retirement System of Texas
139
Teacher Retirement System of Texas
Texas
$54.3M +$12M +73,002 +31%
Treasurer of the State of North Carolina
140
Treasurer of the State of North Carolina
North Carolina
$53.6M -$850K -5,172 -2%
WorldQuant Millennium Advisors
141
WorldQuant Millennium Advisors
New York
$53.2M -$10.8M -65,442 -18%
Acadian Asset Management
142
Acadian Asset Management
Massachusetts
$52M -$13.3M -81,083 -22%
SG Americas Securities
143
SG Americas Securities
New York
$51.2M +$44M +267,594 +1,360%
CIM
144
Corda Investment Management
Texas
$51.1M -$808K -4,918 -2%
National Bank of Canada
145
National Bank of Canada
Quebec, Canada
$50.6M -$59.2M -360,460 -56%
CIBC World Market
146
CIBC World Market
Ontario, Canada
$50.2M +$4.45M +27,082 +11%
FMI
147
Factory Mutual Insurance
Massachusetts
$47.5M +$247K +1,500 +0.6%
CBU
148
CIBC Bancorp USA
Illinois
$47.2M +$43.5M +264,766 New
Fidelity International
149
Fidelity International
Bermuda
$46.6M -$2.34M -14,235 -5%
Stifel Financial
150
Stifel Financial
Missouri
$45.8M +$3.5M +21,291 +9%
4 5
6
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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.