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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
SA
176
Sanctuary Advisors
Indiana
$34.2M +$1.09M +6,608 +4%
ASRS
177
Arizona State Retirement System
Arizona
$34M +$244K +1,483 +0.8%
MIM
178
MetLife Investment Management
New Jersey
$32.9M +$1.35M +8,189 +5%
Los Angeles Capital Management
179
Los Angeles Capital Management
California
$32.8M +$23.1M +140,493 +324%
NAM
180
Nissay Asset Management
Japan
$32.5M +$1.3M +7,914 +5%
SOMRS
181
State of Michigan Retirement System
Michigan
$32.2M +$1.97M +12,000 +7%
UB
182
UMB Bank
Missouri
$32.1M -$3.77M -22,963 -11%
MGP
183
Metis Global Partners
California
$31.9M +$7.42M +45,113 +34%
Marshall Wace
184
Marshall Wace
United Kingdom
$30.8M -$50M -304,040 -64%
Ensign Peak Advisors
185
Ensign Peak Advisors
Utah
$30.6M -$1.29M -7,852 -4%
CNB
186
Czech National Bank
Czech Republic
$30.3M +$2.96M +18,011 +12%
MIF
187
Mediolanum International Funds
Ireland
$29.8M +$16.7M +101,355 +149%
SSA
188
Schonfeld Strategic Advisors
New York
$29.5M +$19.5M +118,860 +254%
Cetera Investment Advisers
189
Cetera Investment Advisers
Illinois
$29.4M +$10.2M +61,890 +60%
ZIG
190
Zurich Insurance Group
Switzerland
$29.2M -$26.7M -162,442 -50%
BIC
191
B&I Capital
Switzerland
$28.8M +$1.42M +8,650 +6%
GC
192
Guggenheim Capital
Illinois
$28.3M +$4.55M +27,673 +21%
Federated Hermes
193
Federated Hermes
Pennsylvania
$26.9M -$7.46M -45,384 -23%
Bank of Nova Scotia
194
Bank of Nova Scotia
Ontario, Canada
$26.2M +$8.23M +50,066 +52%
Wealth Enhancement Advisory Services
195
Wealth Enhancement Advisory Services
Minnesota
$25.9M +$2.3M +13,985 +10%
Public Sector Pension Investment Board (PSP Investments)
196
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$25.7M +$2.69M +16,368 +13%
GAM
197
Gotham Asset Management
New York
$25.4M +$7.05M +42,867 +43%
TAF
198
Tredje AP-fonden
Sweden
$25.2M +$9.86M +60,000 +74%
DnB Asset Management
199
DnB Asset Management
Norway
$25.1M +$876K +5,331 +4%
WCM Investment Management
200
WCM Investment Management
California
$25M -$1.07M -6,501 -4%
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8
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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.