Welltower
WELL
1,437 hedge funds and large institutions have $126B invested in Welltower in 2025 Q4 according to their latest regulatory filings, with 211 funds opening new positions, 611 increasing their positions, 409 reducing their positions, and 84 closing their positions.
151% more first-time investments, than exits
New positions opened: 211 | Existing positions closed: 84
49% more repeat investments, than reductions
Existing positions increased: 611 | Existing positions reduced: 409
30% more call options, than puts
Call options by funds: $461M | Put options by funds: $354M
13% more capital invested
Capital invested by funds: $111B → $126B (+$14.3B)
8% more funds holding
Funds holding: 1,336 → 1,437 (+101)
5.01% more ownership
Funds ownership: 93.56% → 98.57% (+5%)
4% less funds holding in top 10
Funds holding in top 10: 27 → 26 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$1.21B |
| 2 |
BlackRock
New York
|
+$629M |
| 3 |
WCM Investment Management
Laguna Beach,
California
|
+$586M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$494M |
| 5 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$382M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$298M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$283M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$255M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$215M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$181M |
WELL Hedge Fund Activity: Q4 2025 in Review
1,437 of the 8,284 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q4 2025, worth a combined $126B — up 13% from $111B a quarter earlier.
Buyers outnumbered sellers: 211 funds opened new WELL positions and 84 closed out — a net gain of 127 holders — while 611 added to existing stakes and 409 trimmed.
The largest buyer was Capital World Investors, adding an estimated $1.21B. The largest seller was Goldman Sachs, cutting an estimated $298M.
- 1,437 institutional investors held Welltower (WELL) as of Q4 2025, up from 1,336 in Q3 2025.
- Funds reported $126B of Welltower stock for Q4 2025, up 13% quarter-over-quarter.
- 211 funds opened new Welltower positions in Q4 2025 and 84 closed out, a net change of +127 holders.
- The largest Welltower buyer in Q4 2025 was Capital World Investors, an estimated $1.21B added.
- The largest Welltower seller in Q4 2025 was Goldman Sachs, an estimated $298M sold.
Based on aggregated 13F filings for Q4 2025.