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Welltower

1,299 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, 563 increasing their positions, 348 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

5% less call options, than puts

Call options by funds: $256M | Put options by funds: $269M

5.61% less ownership

Funds ownership: 98.79%93.18% (-5.6%)

19% less funds holding in top 10

Funds holding in top 10: 3226 (-6)

Holders
1,299
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$256M
Puts
$269M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
YCM
226
Yousif Capital Management
Michigan
$19.1M
Kovitz Investment Group Partners
227
Kovitz Investment Group Partners
Illinois
$19.1M
CGPCS
228
Capital Group Private Client Services
California
$19M
QT
229
Quantbot Technologies
New York
$18.7M
VLKIM
230
Van Lanschot Kempen Investment Management
Netherlands
$18.7M
BS
231
Banco Santander
Spain
$18.6M
AAB
232
ABN AMRO Bank
Netherlands
$18.5M
X
233
Xponance
Pennsylvania
$18.4M
Mackenzie Financial
234
Mackenzie Financial
Ontario, Canada
$18.3M
FGP
235
Freestone Grove Partners
California
$18M
CIS
236
Connors Investor Services
Pennsylvania
$17.9M
NYLIM
237
New York Life Investment Management
New York
$17.3M
BCIM
238
British Columbia Investment Management
British Columbia, Canada
$16.8M
OSAM
239
O'Shaughnessy Asset Management
Connecticut
$16.7M
HighTower Advisors
240
HighTower Advisors
Illinois
$16.7M
CIBC Asset Management
241
CIBC Asset Management
Ontario, Canada
$16.5M
KeyBank National Association
242
KeyBank National Association
Ohio
$16.2M
AP
243
Appleton Partners
Massachusetts
$16M
GCA
244
GSI Capital Advisors
California
$15.7M
WP
245
Woodline Partners
California
$15.7M
Northwestern Mutual Wealth Management
246
Northwestern Mutual Wealth Management
Wisconsin
$15.6M
GI
247
Gradient Investments
Minnesota
$15.5M
FDCDDQ
248
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.5M
Fifth Third Bancorp
249
Fifth Third Bancorp
Ohio
$15.3M
Public Employees Retirement Association of Colorado
250
Public Employees Retirement Association of Colorado
Colorado
$15.3M