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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
JF
276
Jump Financial
Illinois
$11.7M
DAM
277
DLD Asset Management
New York
$11.4M
GWM
278
GDS Wealth Management
Texas
$11.4M
LCM
279
Landscape Capital Management
New Jersey
$11.3M
IIM
280
INTECH Investment Management
Florida
$11.1M
OAM
281
Oppenheimer Asset Management
New York
$11.1M
IMCOOI
282
Investment Management Corp of Ontario (IMCO)
Canada
$11.1M
EMPI
283
Elo Mutual Pension Insurance
Finland
$11M
ET
284
Entropy Technologies
New York
$11M
LGF
285
LGT Group Foundation
Liechtenstein
$10.9M
II
286
Inspire Investing
Idaho
$10.9M
KCM
287
Kingdon Capital Management
New York
$10.7M
GCM
288
Greenland Capital Management
New York
$10.6M
AM
289
AGF Management
Ontario, Canada
$10.6M
LF
290
Longbow Finance
Switzerland
$10.5M
Carson Wealth (CWM LLC)
291
Carson Wealth (CWM LLC)
Nebraska
$10.4M
AAM
292
Advisors Asset Management
Colorado
$10.4M
ACIM
293
Azimuth Capital Investment Management
Michigan
$10M
USCWA
294
U.S. Capital Wealth Advisors
Texas
$10M
WW
295
Windle Wealth
Oklahoma
$9.98M
HTIM
296
Harbour Trust & Investment Management
Indiana
$9.73M
Allspring Global Investments
297
Allspring Global Investments
North Carolina
$9.73M
AAIS
298
ABN AMRO Investment Solutions
$9.71M
Pacer Advisors
299
Pacer Advisors
Pennsylvania
$9.5M
WAS
300
WESPAC Advisors SoCal
California
$9.44M