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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
AAF
201
Andra AP-fonden
Sweden
$24.5M +$20M +121,455 +743%
VAM
202
Vert Asset Management
California
$24.5M +$713K +4,340 +3%
VMPIC
203
Varma Mutual Pension Insurance Co
Finland
$24.4M +$1.78M +10,800 +9%
WA
204
WestEnd Advisors
North Carolina
$24.2M -$371K -2,257 -2%
GA
205
GRS Advisors
Illinois
$23.8M -$18.5M -112,615 -46%
ProShare Advisors
206
ProShare Advisors
Maryland
$23.6M +$748K +4,553 +4%
NIM
207
NEOS Investment Management
Connecticut
$23.4M +$8.79M +53,448 +68%
Skandinaviska Enskilda Banken (SEB)
208
Skandinaviska Enskilda Banken (SEB)
Sweden
$23.1M -$664K -4,041 -3%
GLF
209
Groupe la Francaise
France
$23M +$3.77M +22,961 +22%
AB
210
Amalgamated Bank
New York
$22.8M +$874K +5,317 +4%
AssetMark Inc
211
AssetMark Inc
California
$22.4M +$1.79M +10,896 +10%
Mercer Global Advisors
212
Mercer Global Advisors
Colorado
$22.3M +$697K +4,242 +4%
SLAM
213
Swiss Life Asset Management
$22.3M +$2.56M +15,600 +14%
TIAA Trust, National Association
214
TIAA Trust, National Association
North Carolina
$22M -$127K -773 -0.6%
OCBCO
215
Oversea-Chinese Banking Corp (OCBC)
Singapore
$21.6M -$198K -1,204 -1%
Rockefeller Capital Management
216
Rockefeller Capital Management
New York
$21.6M +$4.2M +25,535 +27%
Thrivent Financial for Lutherans
217
Thrivent Financial for Lutherans
Minnesota
$21.5M -$278K -1,691 -1%
TRSOTSOK
218
Teachers Retirement System of the State of Kentucky
Kentucky
$21.4M – – –
KOCAA
219
Knights of Columbus Asset Advisors
Connecticut
$21.1M +$469K +2,856 +2%
Calamos Advisors
220
Calamos Advisors
Illinois
$21.1M – – –
QCM
221
Quantinno Capital Management
New York
$20.5M +$5.52M +33,594 +41%
VI
222
Vestcor Inc
New Brunswick, Canada
$20.4M +$428K +2,601 +2%
DPL
223
Danica Pension Livsforsikrings
$20.3M +$1.73M +10,531 +10%
Jones Financial Companies
224
Jones Financial Companies
Missouri
$20.1M +$1.83M +11,163 +11%
UIM
225
USS Investment Management
United Kingdom
$19.9M – – –
7 8
9
10 11

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.