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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
MYAM
326
Meiji Yasuda Asset Management
Japan
$7.82M
MML Investors Services
327
MML Investors Services
Massachusetts
$7.82M
VU
328
Vanderbilt University
Tennessee
$7.77M
Focus Partners Wealth
329
Focus Partners Wealth
Massachusetts
$7.59M
KRS
330
Kentucky Retirement Systems
Kentucky
$7.48M
CAM
331
Carret Asset Management
New York
$7.41M
Man Group
332
Man Group
United Kingdom
$7.4M
WA
333
Waverly Advisors
Alabama
$7.32M
OBAM
334
ODDO BHF Asset Management
France
$7.26M
DILIC
335
Dai-ichi Life Insurance Company
Japan
$7.18M
BCV
336
Banque Cantonale Vaudoise
Switzerland
$7.11M
SOAMC
337
Spirit of America Management Corp
New York
$7.09M
HIMCH
338
Hartford Investment Management Co (HIMCO)
Connecticut
$7M
TG
339
TCW Group
California
$6.95M
BCM
340
Brasada Capital Management
Texas
$6.93M
DEA
341
DoubleLine ETF Adviser
Florida
$6.76M
IG
342
ING Group
Netherlands
$6.74M
SCM
343
Sterling Capital Management
North Carolina
$6.43M
KFP
344
KMG Fiduciary Partners
Ohio
$6.35M
LSERS
345
Louisiana State Employees Retirement System
Louisiana
$6.25M
GIBU
346
Gulf International Bank (UK)
United Kingdom
$6.04M
VT
347
Vise Technologies
New York
$6M
Vontobel Holding
348
Vontobel Holding
Switzerland
$5.96M
MSRPS
349
Maryland State Retirement & Pension System
Maryland
$5.94M
BCM
350
Beck Capital Management
Texas
$5.93M