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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
FCM
376
FJ Capital Management
Virginia
$5.14M
BCI
377
Brinker Capital Investments
Pennsylvania
$5.02M
BFP
378
Beacon Financial Planning
Massachusetts
$5.01M
NMERB
379
New Mexico Educational Retirement Board
New Mexico
$5M
BFM
380
Boothbay Fund Management
New York
$4.97M
EOJOAM
381
E. Ohman J:or Asset Management
Sweden
$4.92M
RRWA
382
Rainey & Randall Wealth Advisors
Florida
$4.91M
AAM
383
Azzad Asset Management
Virginia
$4.85M
PWMAG
384
Pinnacle Wealth Management Advisory Group
New Jersey
$4.78M
AT
385
AMF Tjänstepension
Sweden
$4.72M
BFO
386
Boston Family Office
Massachusetts
$4.57M
IMPI
387
Ilmarinen Mutual Pension Insurance
Finland
$4.54M
AUB
388
Atlantic Union Bankshares
Virginia
$4.47M
WCA
389
Westover Capital Advisors
Delaware
$4.44M
RBI
390
Raiffeisen Bank International
Austria
$4.44M
MCM
391
MAI Capital Management
Ohio
$4.42M
Brown Advisory
392
Brown Advisory
Maryland
$4.38M
LA
393
LBP AM
France
$4.36M
RBC
394
Romano Brothers & Co
Illinois
$4.33M
GI
395
GAMCO Investors
Connecticut
$4.3M
CGH
396
Crossmark Global Holdings
Texas
$4.3M
AG
397
AIA Group
Hong Kong
$4.28M
DS
398
DRW Securities
Illinois
$4.22M
LM
399
Lincluden Management
Ontario, Canada
$4.21M
Assenagon Asset Management
400
Assenagon Asset Management
Luxembourg
$4.13M