Welltower

WELL • NYSE

Welltower is a reit - healthcare facilities company in the real estate sector on NYSE, led by Shankh S. Mitra, with a market cap of $129.15B. As of Q3 2025, 93% of shares are held by 1,285 institutional investors, with VANGUARD GROUP INC as the largest holder at 13.42%.

CEOShankh S. Mitra

Market Cap$129.15B

REIT - Healthcare Facilities

Real Estate

Employees533.0

Websitewelltower.com

Country

United States of America

Overview

Overview of institutional ownership in WELL as of Q3 2025 with a market cap of $119.14B

All Institutions

Institutions: 1,285
Value Held: $110.60B
Shares Held: 621.1M
Avg Position: $86.1M
Median Position: $939.2K

Hedge Funds

Hedge Funds: 60
Value Held: $1.4B
Shares Held: 7.6M
Avg Position: $22.6M
Median Position: $3.5M

Ownership Breakdown

Institutional (non-HF)

91.69%

$109.24B

Hedge Funds

1.14%

$1.4B

Retail & Other

7.17%

$8.5B

Based on market cap of $119.14B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in WELL as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$16.0B 0.24% of portfolio	13.42% 89.8M shares	≤ Q2 2013 Held for 12y 6m+	$6.69T
BlackRock, Inc. Institution	Laurence D. Fink CEO	$12.4B 0.22% of portfolio	10.38% 69.4M shares	≤ Q2 2013 Held for 12y 6m+	$5.67T
C Capital International Investors Institution	-	$8.3B 1.34% of portfolio	6.95% 46.5M shares	Q4 2022 Held for 3 years	$617.62B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$7.3B 0.26% of portfolio	6.17% 41.3M shares	≤ Q2 2013 Held for 12y 6m+	$2.88T
COHEN & STEERS INC Institution	Joseph M. Harvey CEO	$6.0B 10.93% of portfolio	5.02% 33.6M shares	Q3 2017 Held for 8y 3m	$54.7B
WELLINGTON MANAGEMENT CO LLP Long Only Manager	Jean Marie Hynes CEO	$3.6B 0.62% of portfolio	2.99% 20.0M shares	Q1 2021 Held for 4y 9m	$571.21B
FMR LLC Institution	-	$3.5B 0.18% of portfolio	2.97% 19.9M shares	≤ Q2 2013 Held for 12y 6m+	$1.92T
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$3.5B 0.26% of portfolio	2.90% 19.4M shares	≤ Q2 2013 Held for 12y 6m+	$1.33T
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$2.9B 0.18% of portfolio	2.43% 16.2M shares	≤ Q2 2013 Held for 12y 6m+	$1.57T
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager	Robert W Sharps President	$2.7B 0.29% of portfolio	2.26% 15.1M shares	≤ Q2 2013 Held for 12y 6m+	$912.31B

Net Capital Flow

Institutional buying and selling activity for WELL in Q3 2025

Traded: +$3.5B
Buyers: 732
Sellers: 424
Total Bought: +$6.4B
Total Sold: −$2.9B
Avg Position: $81.0M

Biggest Buyers

Institution	Net Bought	Current Position
VANGUARD GROUP INC Institution	+$711.1M +4.0M shares	$16.0B 89.8M shares
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager	+$522.0M +2.9M shares	$2.7B 15.1M shares
BlackRock, Inc. Institution	+$510.2M +2.9M shares	$12.4B 69.4M shares
C Capital World Investors Institution	+$473.5M +2.7M shares	$756.6M 4.2M shares
C Capital International Investors Institution	+$328.3M +1.8M shares	$8.3B 46.5M shares
STATE STREET CORP Institution	+$291.7M +1.6M shares	$7.3B 41.3M shares
FMR LLC Institution	+$279.8M +1.6M shares	$3.5B 19.9M shares
GEODE CAPITAL MANAGEMENT LLC ETF Provider	+$217.2M +1.2M shares	$2.9B 16.2M shares
UBS Group AG Institution	+$210.8M +1.2M shares	$584.0M 3.3M shares
A ACTIAM N.V. Institution	+$160.6M +901.5K shares	$160.6M 901.5K shares

Biggest Sellers

Institution	Net Sold	Current Position
COHEN & STEERS INC Institution	−$286.0M −1.6M shares	$6.0B 33.6M shares
Resolution Capital Ltd Real Assets	−$157.0M −881.5K shares	$748.7M 4.2M shares
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$153.8M −863.6K shares	$67.3M 377.5K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$129.4M −726.1K shares	$42.8M 240.2K shares
Q Qube Research & Technologies Ltd Institution	−$115.6M −649.0K shares	$323.7M 1.8M shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$109.7M −616.1K shares	$13.2M 73.8K shares
H HRT FINANCIAL LLC Institution	−$109.6M −712.9K shares	Sold Off 0 shares
L LEGAL & GENERAL GROUP PLC Institution	−$102.7M −576.3K shares	$1.2B 6.7M shares
A AXA Institution	−$82.3M −535.2K shares	Sold Off 0 shares
D Daiwa Securities Group Inc. Institution	−$79.1M −444.1K shares	$874.2M 4.9M shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited WELL in Q3 2025

New Positions: 91
New Value: $200.4M
Exited Positions: 81
Exited Value: $515.8M

New Positions

Institution	Position Value
A ACTIAM N.V. Institution	$160.6M 901.5K shares
WESTFIELD CAPITAL MANAGEMENT CO LP Long Only Manager	$5.7M 32.2K shares
Steel Peak Wealth Management LLC RIA/Wealth	$3.1M 17.3K shares
B BDF-GESTION Institution	$2.7M 15.0K shares
ALGERT COLDIRON INVESTORS LLC Hedge Fund•Quant	$2.6M 14.7K shares
T TRIGLAV SKLADI, D.O.O. Institution	$2.1M 11.6K shares
T TEMA ETFS LLC Institution	$1.8M 10.2K shares
B BRANT POINT INVESTMENT MANAGEMENT LLC Hedge Fund•Long/Short	$1.8M 10.0K shares
M Mitsubishi UFJ Asset Management Ltd. Institution	$1.8M 10.0K shares
Mattson Financial Services, LLC RIA/Wealth	$1.1M 6.4K shares

Exited Positions

Institution	Previous Position
H HRT FINANCIAL LLC Institution	$109.6M 712.9K shares
A AXA Institution	$82.3M 535.2K shares
Weiss Asset Management LP Hedge Fund•Multi-Strategy	$57.3M 372.8K shares
E Employees Retirement System of Texas Institution	$47.0M 305.6K shares
G Gillson Capital LP Hedge Fund•Long/Short	$38.6M 251.0K shares
B Brevan Howard Capital Management LP Institution	$26.1M 169.8K shares
F FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND Institution	$22.8M 148.3K shares
Symphony Financial, Ltd. Co. RIA/Wealth	$13.9M 90.4K shares
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC Hedge Fund•Distressed	$12.6M 81.8K shares
C Cubist Systematic Strategies, LLC Institution	$10.8M 70.3K shares

Options Activity

Institutions with the largest Call and Put options positions in WELL as of Q3 2025

Call Positions: 24
Call Value: $225.5M
Put Positions: 28
Put Value: $224.3M

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$90.7M 5.1K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$37.7M 2.1K contracts
R ROYAL BANK OF CANADA Institution	$30.3M 1.7K contracts
J JANE STREET GROUP, LLC Institution	$12.3M 688.0 contracts
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	$8.9M 500.0 contracts
Caption Management, LLC Hedge Fund•Long/Short	$7.3M 407.0 contracts
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro	$7.1M 396.0 contracts
D Delta Accumulation, LLC Hedge Fund•Vol Arbitrage	$6.7M 28.0 contracts
W WOLVERINE TRADING, LLC Institution	$6.1M 347.0 contracts
D D. E. Shaw & Co., Inc. Institution	$4.1M 228.0 contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$62.0M 3.5K contracts
J JANE STREET GROUP, LLC Institution	$30.5M 1.7K contracts
Flat Footed LLC Hedge Fund•Multi-Strategy	$29.4M 1.7K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$27.7M 1.6K contracts
Walleye Trading LLC RIA/Wealth	$13.3M 749.0 contracts
S Squarepoint Ops LLC Hedge Fund•Quant	$13.1M 734.0 contracts
GOLDMAN SACHS GROUP INC Institution	$9.7M 545.0 contracts
Caption Management, LLC Hedge Fund•Long/Short	$7.3M 407.0 contracts
D Delta Accumulation, LLC Hedge Fund•Vol Arbitrage	$7.1M 28.0 contracts
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro	$4.6M 256.0 contracts

Most Committed Institutions

Institutions with WELL as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Resolution Capital Ltd Real Assets	Sonia Luton Managing Partner	14.57% $748.7M	0.63% 4.2M shares	Q1 2021 Held for 4y 9m	$5.1B
AEW CAPITAL MANAGEMENT L P Real Assets	Jonathan E Martin CEO	11.96% $214.7M	0.18% 1.2M shares	Q4 2019 Held for 6 years	$1.8B
H HEITMAN REAL ESTATE SECURITIES LLC Real Assets	Jeffrey Donald Yurk Managing Partner	11.91% $174.3M	0.15% 978.6K shares	≤ Q2 2013 Held for 12y 6m+	$1.5B
A Adelante Capital Management LLC Real Assets	Michael Anthony Torres CEO	11.67% $174.5M	0.15% 979.4K shares	Q1 2020 Held for 5y 9m	$1.5B
COHEN & STEERS INC Institution	Joseph M. Harvey CEO	10.93% $6.0B	5.02% 33.6M shares	Q3 2017 Held for 8y 3m	$54.7B
B B&I Capital AG Institution	-	9.96% $28.8M	0.02% 161.4K shares	Q2 2022 Held for 3y 6m	$288.9M
CENTERSQUARE INVESTMENT MANAGEMENT LLC Real Assets	Eric Todd Briddell CEO	9.41% $936.5M	0.79% 5.3M shares	Q1 2019 Held for 6y 9m	$10.0B
Green Street Investors, LLC Real Assets	Craig Arthur Leupold CEO	8.90% $15.7M	0.01% 88.4K shares	Q4 2021 Held for 4 years	$177.0M
LASALLE INVESTMENT MANAGEMENT SECURITIES LP Real Assets	Ian Scott Mcwilliams Managing Partner	8.35% $212.6M	0.18% 1.2M shares	Q1 2015 Held for 10y 9m	$2.5B
P PGGM Investments Institution	-	8.32% $498.9M	0.42% 2.8M shares	Q3 2022 Held for 3y 3m	$6.0B

Hedge Fund Spotlight

Discover hedge funds investing in WELL

Centiva Capital, LP

Hedge Fund • Multi-Strategy

Portfolio ManagerTimothy Michael Higgins

Portfolio Value: $1.1B
Positions: 556
Last Reported: Q3 2025

Sector Allocation

Position in Welltower

Market Value: $2.6M
Shares Held: 14.6K
Portfolio Weight: 0.24%
Owned Since: 2024-Q1

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