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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
MC
401
Machina Capital
France
$4M
PAG
402
Private Advisor Group
New Jersey
$3.94M
GIA
403
Gladstone Institutional Advisory
Florida
$3.89M
AG
404
Ascent Group
Virginia
$3.88M
ALMGDA
405
AG2R La Mondiale Gestion d'Actifs
France
$3.87M
PFM
406
Patton Fund Management
Texas
$3.83M
Verition Fund Management
407
Verition Fund Management
Connecticut
$3.8M
NMIMC
408
Northwestern Mutual Investment Management Company
Wisconsin
$3.8M
CB
409
Commerce Bank
Missouri
$3.8M
BBVA
410
Banco Bilbao Vizcaya Argentaria
Spain
$3.79M
NFG
411
Nations Financial Group
Iowa
$3.76M
A
412
Argentarii
Ohio
$3.76M
UBS AM
413
UBS AM
Illinois
$3.76M
PDL
414
Portfolio Design Labs
California
$3.74M
KAS
415
Kestra Advisory Services
Texas
$3.65M
RCIM
416
Red Cedar Investment Management
Michigan
$3.64M
SP
417
Sarasin & Partners
United Kingdom
$3.64M
OAC
418
OMERS Administration Corp
Ontario, Canada
$3.6M
TFA
419
Transamerica Financial Advisors
Florida
$3.59M
API
420
Asset Planning Inc
California
$3.58M
MPA
421
Marvin & Palmer Associates
Delaware
$3.56M
BL
422
Bleichroeder LP
New York
$3.56M
AWA
423
Arkadios Wealth Advisors
Georgia
$3.54M
KA
424
Kintegral Advisory
New York
$3.53M
VSQM
425
V-Square Quantitative Management
Illinois
$3.52M