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Welltower

1,311 hedge funds and large institutions have $111B invested in Welltower in 2025 Q3 according to their latest regulatory filings, with 171 funds opening new positions, 575 increasing their positions, 350 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

5.6% less ownership

Funds ownership: 98.91%93.3% (-5.6%)

19% less funds holding in top 10

Funds holding in top 10: 3226 (-6)

Holders
1,311
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
PFSRSONJ
226
Police & Firemen's Retirement System of New Jersey
New Jersey
$19.3M
Mariner
227
Mariner
Kansas
$19.3M
NAAA
228
New Age Alpha Advisors
New York
$19.2M
YCM
229
Yousif Capital Management
Michigan
$19.1M
Kovitz Investment Group Partners
230
Kovitz Investment Group Partners
Illinois
$19.1M
CGPCS
231
Capital Group Private Client Services
California
$19M
QT
232
Quantbot Technologies
New York
$18.7M
VLKIM
233
Van Lanschot Kempen Investment Management
Netherlands
$18.7M
BS
234
Banco Santander
Spain
$18.6M
AAB
235
ABN AMRO Bank
Netherlands
$18.5M
X
236
Xponance
Pennsylvania
$18.4M
Mackenzie Financial
237
Mackenzie Financial
Ontario, Canada
$18.3M
FGP
238
Freestone Grove Partners
California
$18M
CIS
239
Connors Investor Services
Pennsylvania
$17.9M
NYLIM
240
New York Life Investment Management
New York
$17.3M
BCIM
241
British Columbia Investment Management
British Columbia, Canada
$16.8M
OSAM
242
O'Shaughnessy Asset Management
Connecticut
$16.7M
HighTower Advisors
243
HighTower Advisors
Illinois
$16.7M
CIBC Asset Management
244
CIBC Asset Management
Ontario, Canada
$16.5M
KeyBank National Association
245
KeyBank National Association
Ohio
$16.2M
AP
246
Appleton Partners
Massachusetts
$16M
GCA
247
GSI Capital Advisors
California
$15.7M
WP
248
Woodline Partners
California
$15.7M
Northwestern Mutual Wealth Management
249
Northwestern Mutual Wealth Management
Wisconsin
$15.6M
GI
250
Gradient Investments
Minnesota
$15.5M