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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
CTC
276
Central Trust Company
Missouri
$12.5M
Nomura Holdings
277
Nomura Holdings
Japan
$12.3M
NB
278
Norinchukin Bank
Japan
$11.9M
JF
279
Jump Financial
Illinois
$11.7M
DAM
280
DLD Asset Management
New York
$11.4M
GWM
281
GDS Wealth Management
Texas
$11.4M
LCM
282
Landscape Capital Management
New Jersey
$11.3M
IIM
283
INTECH Investment Management
Florida
$11.1M
OAM
284
Oppenheimer Asset Management
New York
$11.1M
IMCOOI
285
Investment Management Corp of Ontario (IMCO)
Canada
$11.1M
EMPI
286
Elo Mutual Pension Insurance
Finland
$11M
ET
287
Entropy Technologies
New York
$11M
LGF
288
LGT Group Foundation
Liechtenstein
$10.9M
II
289
Inspire Investing
Idaho
$10.9M
KCM
290
Kingdon Capital Management
New York
$10.7M
GCM
291
Greenland Capital Management
New York
$10.6M
AM
292
AGF Management
Ontario, Canada
$10.6M
LF
293
Longbow Finance
Switzerland
$10.5M
Carson Wealth (CWM LLC)
294
Carson Wealth (CWM LLC)
Nebraska
$10.4M
AAM
295
Advisors Asset Management
Colorado
$10.4M
ACIM
296
Azimuth Capital Investment Management
Michigan
$10M
USCWA
297
U.S. Capital Wealth Advisors
Texas
$10M
WW
298
Windle Wealth
Oklahoma
$9.98M
HTIM
299
Harbour Trust & Investment Management
Indiana
$9.73M
Allspring Global Investments
300
Allspring Global Investments
North Carolina
$9.73M