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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
EOJOAM
376
E. Ohman J:or Asset Management
Sweden
$4.92M
RRWA
377
Rainey & Randall Wealth Advisors
Florida
$4.91M
AAM
378
Azzad Asset Management
Virginia
$4.85M
PWMAG
379
Pinnacle Wealth Management Advisory Group
New Jersey
$4.78M
AT
380
AMF Tjänstepension
Sweden
$4.72M
BFO
381
Boston Family Office
Massachusetts
$4.57M
IMPI
382
Ilmarinen Mutual Pension Insurance
Finland
$4.54M
AUB
383
Atlantic Union Bankshares
Virginia
$4.47M
WCA
384
Westover Capital Advisors
Delaware
$4.44M
RBI
385
Raiffeisen Bank International
Austria
$4.44M
MCM
386
MAI Capital Management
Ohio
$4.42M
Brown Advisory
387
Brown Advisory
Maryland
$4.38M
LA
388
LBP AM
France
$4.36M
RBC
389
Romano Brothers & Co
Illinois
$4.33M
GI
390
GAMCO Investors
Connecticut
$4.3M
CGH
391
Crossmark Global Holdings
Texas
$4.3M
DS
392
DRW Securities
Illinois
$4.22M
LM
393
Lincluden Management
Ontario, Canada
$4.21M
Assenagon Asset Management
394
Assenagon Asset Management
Luxembourg
$4.13M
TMAM
395
Tokio Marine Asset Management
Japan
$4.12M
PL
396
Perpetual Ltd
Australia
$4.11M
SPFA
397
Summit Place Financial Advisors
New Jersey
$4.07M
BFG
398
Bleakley Financial Group
New Jersey
$4.06M
UCFA
399
United Capital Financial Advisors
Texas
$4.06M
ST
400
Spinnaker Trust
Maine
$4.01M