WELL icon

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
WCM
326
Windward Capital Management
California
$8.15M
BCM
327
Brookstone Capital Management
Illinois
$8.08M
PGFC
328
Peapack-Gladstone Financial Corp
New Jersey
$7.83M
EF
329
Empowered Funds
Pennsylvania
$7.83M
MYAM
330
Meiji Yasuda Asset Management
Japan
$7.82M
MML Investors Services
331
MML Investors Services
Massachusetts
$7.82M
VU
332
Vanderbilt University
Tennessee
$7.77M
Focus Partners Wealth
333
Focus Partners Wealth
Massachusetts
$7.59M
KRS
334
Kentucky Retirement Systems
Kentucky
$7.48M
CAM
335
Carret Asset Management
New York
$7.41M
Man Group
336
Man Group
United Kingdom
$7.4M
WA
337
Waverly Advisors
Alabama
$7.32M
OBAM
338
ODDO BHF Asset Management
France
$7.26M
DILIC
339
Dai-ichi Life Insurance Company
Japan
$7.18M
BCV
340
Banque Cantonale Vaudoise
Switzerland
$7.11M
SOAMC
341
Spirit of America Management Corp
New York
$7.09M
HIMCH
342
Hartford Investment Management Co (HIMCO)
Connecticut
$7M
TG
343
TCW Group
California
$6.95M
BCM
344
Brasada Capital Management
Texas
$6.93M
DEA
345
DoubleLine ETF Adviser
Florida
$6.76M
IG
346
ING Group
Netherlands
$6.74M
SCM
347
Sterling Capital Management
North Carolina
$6.43M
KFP
348
KMG Fiduciary Partners
Ohio
$6.35M
LSERS
349
Louisiana State Employees Retirement System
Louisiana
$6.25M
GIBU
350
Gulf International Bank (UK)
United Kingdom
$6.04M