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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
VT
351
Vise Technologies
New York
$6M
Vontobel Holding
352
Vontobel Holding
Switzerland
$5.96M
MSRPS
353
Maryland State Retirement & Pension System
Maryland
$5.94M
BCM
354
Beck Capital Management
Texas
$5.93M
FPF
355
First Pacific Financial
Washington
$5.93M
VAS
356
Vestmark Advisory Solutions
Massachusetts
$5.91M
KPWS
357
Kestra Private Wealth Services
Texas
$5.89M
FFA
358
Fairfield Financial Advisors
Massachusetts
$5.89M
OAM
359
Ostrum Asset Management
France
$5.88M
BMSSC
360
B. Metzler seel. Sohn & Co
Germany
$5.87M
GWMR
361
GC Wealth Management RIA
Massachusetts
$5.83M
Cambridge Investment Research Advisors
362
Cambridge Investment Research Advisors
Iowa
$5.81M
EIP
363
Easterly Investment Partners
Massachusetts
$5.78M
LC
364
Legacy CG
Texas
$5.77M
SAM
365
Securian Asset Management
Minnesota
$5.75M
Westfield Capital Management
366
Westfield Capital Management
Massachusetts
$5.73M
William Blair & Company
367
William Blair & Company
Illinois
$5.66M
GIC
368
Generali Investments CEE
Czech Republic
$5.63M
GAM
369
Generali Asset Management
Italy
$5.48M
DLCIG
370
D.L. Carlson Investment Group
New Hampshire
$5.47M
Point72 Asset Management
371
Point72 Asset Management
Connecticut
$5.34M
MFG
372
Merit Financial Group
Georgia
$5.28M
P
373
&Partners
Tennessee
$5.24M
OC
374
Oppenheimer & Co
New York
$5.23M
AC
375
Allstate Corporation
Illinois
$5.16M