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Welltower

1,304 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, 567 increasing their positions, 349 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

5.57% less ownership

Funds ownership: 98.81%93.24% (-5.6%)

19% less funds holding in top 10

Funds holding in top 10: 3226 (-6)

Holders
1,304
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
Mariner
226
Mariner
Kansas
$19.3M
NAAA
227
New Age Alpha Advisors
New York
$19.2M
YCM
228
Yousif Capital Management
Michigan
$19.1M
Kovitz Investment Group Partners
229
Kovitz Investment Group Partners
Illinois
$19.1M
CGPCS
230
Capital Group Private Client Services
California
$19M
QT
231
Quantbot Technologies
New York
$18.7M
VLKIM
232
Van Lanschot Kempen Investment Management
Netherlands
$18.7M
BS
233
Banco Santander
Spain
$18.6M
AAB
234
ABN AMRO Bank
Netherlands
$18.5M
X
235
Xponance
Pennsylvania
$18.4M
Mackenzie Financial
236
Mackenzie Financial
Ontario, Canada
$18.3M
FGP
237
Freestone Grove Partners
California
$18M
CIS
238
Connors Investor Services
Pennsylvania
$17.9M
NYLIM
239
New York Life Investment Management
New York
$17.3M
BCIM
240
British Columbia Investment Management
British Columbia, Canada
$16.8M
OSAM
241
O'Shaughnessy Asset Management
Connecticut
$16.7M
HighTower Advisors
242
HighTower Advisors
Illinois
$16.7M
CIBC Asset Management
243
CIBC Asset Management
Ontario, Canada
$16.5M
KeyBank National Association
244
KeyBank National Association
Ohio
$16.2M
AP
245
Appleton Partners
Massachusetts
$16M
GCA
246
GSI Capital Advisors
California
$15.7M
WP
247
Woodline Partners
California
$15.7M
Northwestern Mutual Wealth Management
248
Northwestern Mutual Wealth Management
Wisconsin
$15.6M
GI
249
Gradient Investments
Minnesota
$15.5M
FDCDDQ
250
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.5M