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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
AAIS
301
ABN AMRO Investment Solutions
$9.71M
Pacer Advisors
302
Pacer Advisors
Pennsylvania
$9.5M
WAS
303
WESPAC Advisors SoCal
California
$9.44M
PA
304
Pinnacle Associates
New York
$9.37M
WCP
305
Waterfront Capital Partners
New York
$9.36M
ACA
306
Aptus Capital Advisors
Alabama
$9.29M
CPC
307
Consolidated Planning Corp
Georgia
$9.25M
Truist Financial
308
Truist Financial
North Carolina
$9.08M
AI
309
Atria Investments
North Carolina
$9.05M
US Bancorp
310
US Bancorp
Minnesota
$8.98M
Corient Private Wealth
311
Corient Private Wealth
Florida
$8.93M
NCM
312
Nearwater Capital Markets
Ireland
$8.91M
CIS
313
Capital International Sarl
California
$8.68M
VA
314
Vident Advisory
Georgia
$8.61M
IC
315
IEQ Capital
California
$8.51M
SEIA
316
Signature Estate & Investment Advisors
California
$8.44M
GM
317
GeoWealth Management
Illinois
$8.41M
NW
318
Naviter Wealth
Arkansas
$8.34M
Pathstone Holdings
319
Pathstone Holdings
New Jersey
$8.33M
AMG
320
Advisors Management Group
Wisconsin
$8.32M
SCM
321
Stevens Capital Management
Pennsylvania
$8.29M
TPM
322
Triasima Portfolio Management
Quebec, Canada
$8.23M
HI
323
Horizon Investments
North Carolina
$8.23M
MSU
324
Mizuho Securities USA
New York
$8.19M
CA
325
Callahan Advisors
Texas
$8.16M