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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
PA
301
Pinnacle Associates
New York
$9.37M
WCP
302
Waterfront Capital Partners
New York
$9.36M
ACA
303
Aptus Capital Advisors
Alabama
$9.29M
CPC
304
Consolidated Planning Corp
Georgia
$9.25M
Truist Financial
305
Truist Financial
North Carolina
$9.08M
AI
306
Atria Investments
North Carolina
$9.05M
US Bancorp
307
US Bancorp
Minnesota
$8.98M
Corient Private Wealth
308
Corient Private Wealth
Florida
$8.93M
NCM
309
Nearwater Capital Markets
Ireland
$8.91M
CIS
310
Capital International Sarl
California
$8.68M
VA
311
Vident Advisory
Georgia
$8.61M
IC
312
IEQ Capital
California
$8.51M
SEIA
313
Signature Estate & Investment Advisors
California
$8.44M
GM
314
GeoWealth Management
Illinois
$8.41M
NW
315
Naviter Wealth
Arkansas
$8.34M
Pathstone Holdings
316
Pathstone Holdings
New Jersey
$8.33M
SCM
317
Stevens Capital Management
Pennsylvania
$8.29M
TPM
318
Triasima Portfolio Management
Quebec, Canada
$8.23M
HI
319
Horizon Investments
North Carolina
$8.23M
MSU
320
Mizuho Securities USA
New York
$8.19M
CA
321
Callahan Advisors
Texas
$8.16M
WCM
322
Windward Capital Management
California
$8.15M
BCM
323
Brookstone Capital Management
Illinois
$8.08M
PGFC
324
Peapack-Gladstone Financial Corp
New Jersey
$7.83M
EF
325
Empowered Funds
Pennsylvania
$7.83M