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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$16B +$656M +3,991,896 +5%
BlackRock
2
BlackRock
New York
$12.4B +$471M +2,864,201 +4%
Capital International Investors
3
Capital International Investors
California
$8.29B +$303M +1,842,934 +4%
State Street
4
State Street
Massachusetts
$7.35B +$269M +1,637,665 +4%
Cohen & Steers
5
Cohen & Steers
New York
$5.98B -$264M -1,605,549 -5%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$3.57B -$24.8M -151,008 -0.7%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$3.54B +$258M +1,570,399 +9%
Bank of America
8
Bank of America
North Carolina
$3.45B +$60.4M +367,463 +2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$2.89B +$201M +1,220,225 +8%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$2.69B +$482M +2,930,034 +24%
Principal Financial Group
11
Principal Financial Group
Iowa
$1.81B -$41M -249,605 -2%
Morgan Stanley
12
Morgan Stanley
New York
$1.71B +$129M +782,146 +9%
Northern Trust
13
Northern Trust
Illinois
$1.62B +$46.5M +282,881 +3%
Charles Schwab
14
Charles Schwab
California
$1.42B +$108M +654,261 +9%
JP Morgan Chase
15
JP Morgan Chase
New York
$1.39B -$13.8M -83,708 -1%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$1.32B +$34.6M +210,564 +3%
DZ Bank
17
DZ Bank
Germany
$1.28B +$125M +763,174 +12%
Invesco
18
Invesco
Georgia
$1.25B -$47.6M -289,551 -4%
Legal & General Group
19
Legal & General Group
United Kingdom
$1.2B -$94.7M -576,313 -8%
Goldman Sachs
20
Goldman Sachs
New York
$1.08B -$10.3M -62,397 -1%
CIM
21
Centersquare Investment Management
Pennsylvania
$937M +$42.6M +258,980 +5%
N
22
Nuveen
North Carolina
$904M -$8.07M -49,125 -1%
Daiwa Securities Group
23
Daiwa Securities Group
Japan
$874M -$73M -444,093 -8%
Deutsche Bank
24
Deutsche Bank
Germany
$846M +$7.85M +47,743 +1%
Capital World Investors
25
Capital World Investors
California
$757M +$437M +2,657,766 +167%
1
2 3 4 5

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.