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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
FDCDDQ
251
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.5M
Fifth Third Bancorp
252
Fifth Third Bancorp
Ohio
$15.3M
Public Employees Retirement Association of Colorado
253
Public Employees Retirement Association of Colorado
Colorado
$15.3M
Commonwealth Equity Services
254
Commonwealth Equity Services
Massachusetts
$15.2M
WCA
255
Waratah Capital Advisors
Ontario, Canada
$15.1M
BAMF
256
BI Asset Management Fondsmaeglerselskab
Denmark
$15.1M
CCM
257
Chilton Capital Management
Texas
$14.9M
Rafferty Asset Management
258
Rafferty Asset Management
New York
$14.8M
CAPTRUST Financial Advisors
259
CAPTRUST Financial Advisors
North Carolina
$14.7M
Mirae Asset Global ETFs Holdings
260
Mirae Asset Global ETFs Holdings
Hong Kong
$14M
Wealthfront Advisers
261
Wealthfront Advisers
California
$13.9M
VPIM
262
Vanguard Personalized Indexing Management
California
$13.9M
VVP
263
Venture Visionary Partners
Ohio
$13.8M
MOACM
264
Mutual of America Capital Management
New York
$13.6M
OPERF
265
Oregon Public Employees Retirement Fund
Oregon
$13.6M
FAM
266
Fred Alger Management
New York
$13.6M
WBC
267
Westpac Banking Corp
Australia
$13.5M
TCOT
268
Trust Company of Toledo
Ohio
$13.4M
Susquehanna International Group
269
Susquehanna International Group
Pennsylvania
$13.2M
DCM
270
Dupont Capital Management
Delaware
$13.1M
Janney Montgomery Scott
271
Janney Montgomery Scott
Pennsylvania
$13M
QCM
272
QRG Capital Management
Illinois
$12.7M
AV
273
ASR Vermogensbeheer
Netherlands
$12.6M
AF
274
Avanza Fonder
Sweden
$12.6M
Lido Advisors
275
Lido Advisors
California
$12.5M