Welltower
WELL
1,338 hedge funds and large institutions have $111B invested in Welltower in 2025 Q3 according to their latest regulatory filings, with 173 funds opening new positions, 589 increasing their positions, 357 reducing their positions, and 84 closing their positions.
106% more first-time investments, than exits
New positions opened: 173 | Existing positions closed: 84
65% more repeat investments, than reductions
Existing positions increased: 589 | Existing positions reduced: 357
6% more funds holding
Funds holding: 1,268 → 1,338 (+70)
5% less call options, than puts
Call options by funds: $256M | Put options by funds: $269M
5.45% less ownership
Funds ownership: 99.01% → 93.56% (-5.5%)
16% less funds holding in top 10
Funds holding in top 10: 32 → 27 (-5)
35% less capital inflows, than outflows
Capital inflows: $5.96B | Capital outflows: $9.19B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$656M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$482M |
| 3 |
BlackRock
New York
|
+$471M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$437M |
| 5 |
Capital International Investors
Los Angeles,
California
|
+$303M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
-$1.59B |
| 2 |
Cohen & Steers
New York
|
-$264M |
| 3 |
Resolution Capital
Sydney, NSW,
Australia
|
-$145M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$142M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$119M |
WELL Hedge Fund Activity: Q3 2025 in Review
1,338 of the 7,651 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: 173 funds opened new WELL positions and 84 closed out — a net gain of 89 holders — while 589 added to existing stakes and 357 trimmed.
The largest buyer was Vanguard Group, adding an estimated $656M. The largest seller was UBS AM, cutting an estimated $1.59B.
- 1,338 institutional investors held Welltower (WELL) as of Q3 2025, up from 1,268 in Q2 2025.
- Funds reported $111B of Welltower stock for Q3 2025, up 12% quarter-over-quarter.
- 173 funds opened new Welltower positions in Q3 2025 and 84 closed out, a net change of +89 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.