Welltower
WELL
1,267 hedge funds and large institutions have $99.5B invested in Welltower in 2025 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 592 increasing their positions, 364 reducing their positions, and 80 closing their positions.
63% more repeat investments, than reductions
Existing positions increased: 592 | Existing positions reduced: 364
59% more first-time investments, than exits
New positions opened: 127 | Existing positions closed: 80
56% more capital inflows, than outflows
Capital inflows: $4.9B | Capital outflows: $3.15B
19% more funds holding in top 10
Funds holding in top 10: 27 → 32 (+5)
2% more funds holding
Funds holding: 1,238 → 1,267 (+29)
0.21% less ownership
Funds ownership: 99.22% → 99.01% (-0.21%)
32% less call options, than puts
Call options by funds: $182M | Put options by funds: $268M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$484M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$311M |
| 3 |
State Street
Boston,
Massachusetts
|
+$260M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$238M |
| 5 |
UBS AM
Chicago,
Illinois
|
+$228M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$987M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$204M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$167M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
-$154M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$98.8M |
WELL Hedge Fund Activity: Q2 2025 in Review
1,267 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q2 2025, worth a combined $99.5B — up 2% from $97.5B a quarter earlier.
Buyers outnumbered sellers: 127 funds opened new WELL positions and 80 closed out — a net gain of 47 holders — while 592 added to existing stakes and 364 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $484M. The largest seller was Vanguard Group, cutting an estimated $987M.
- 1,267 institutional investors held Welltower (WELL) as of Q2 2025, up from 1,238 in Q1 2025.
- Funds reported $99.5B of Welltower stock for Q2 2025, up 2% quarter-over-quarter.
- 127 funds opened new Welltower positions in Q2 2025 and 80 closed out, a net change of +47 holders.
- The largest Welltower buyer in Q2 2025 was T. Rowe Price Associates, an estimated $484M added.
- The largest Welltower seller in Q2 2025 was Vanguard Group, an estimated $987M sold.
Based on aggregated 13F filings for Q2 2025.