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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
Nisa Investment Advisors
151
Nisa Investment Advisors
Missouri
$45.2M -$1.71M -10,374 -4%
SMDAM
152
Sumitomo Mitsui DS Asset Management
Japan
$44.2M +$2.69M +16,337 +7%
Osaic Holdings
153
Osaic Holdings
Arizona
$43.1M +$27.6M +167,612 +218%
KK
154
KLP Kapitalforvaltning
Norway
$42.8M +$1.05M +6,400 +3%
Citadel Advisors
155
Citadel Advisors
Florida
$42.8M -$119M -726,128 -75%
N
156
Natixis
France
$42.8M -$2.25M -13,710 -5%
TD Asset Management
157
TD Asset Management
Ontario, Canada
$42.7M +$1.83M +11,149 +5%
Cerity Partners
158
Cerity Partners
New York
$42.1M +$232K +1,410 +0.6%
FAF
159
Första AP-fonden
Sweden
$40.8M +$4.85M +29,500 +15%
II
160
IFM Investors
Australia
$40.7M +$406K +2,471 +1%
BSA
161
Braun Stacey Associates
New York
$40.4M -$138K -840 -0.4%
PNC Financial Services Group
162
PNC Financial Services Group
Pennsylvania
$39.4M +$510K +3,100 +1%
NW
163
NewEdge Wealth
Pennsylvania
$38.8M +$1.31M +7,950 +4%
State of Tennessee, Department of Treasury
164
State of Tennessee, Department of Treasury
Tennessee
$38.4M +$3.46M +21,058 +11%
HS
165
Hazelview Securities
Ontario, Canada
$38.3M -$9.83M -59,782 -22%
BNP Paribas Asset Management
166
BNP Paribas Asset Management
France
$38M -$46.9M -285,375 -57%
Bank Julius Baer & Co
167
Bank Julius Baer & Co
Switzerland
$37.7M +$34.6M +210,636 +17,942%
Mirae Asset Global Investments
168
Mirae Asset Global Investments
South Korea
$37.4M +$5.76M +35,068 +20%
TI
169
Tidal Investments
Wisconsin
$37.4M +$1.48M +9,021 +4%
CI Investments Inc
170
CI Investments Inc
Ontario, Canada
$37M -$2.34M -14,260 -6%
LF
171
Lansforsakringar Fondforvaltning
Sweden
$36.9M +$633K +3,850 +2%
Creative Planning
172
Creative Planning
Kansas
$35.8M +$3.41M +20,738 +12%
GAM
173
Groupama Asset Management
France
$35.4M +$690K +4,198 +2%
PP
174
Prudential plc
United Kingdom
$35.1M +$7.29M +44,370 +29%
EAM
175
Erste Asset Management
Austria
$34.4M +$2.69M +16,377 +9%
5 6
7
8 9

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.