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
TMAM
401
Tokio Marine Asset Management
Japan
$4.12M
PL
402
Perpetual Ltd
Australia
$4.11M
SPFA
403
Summit Place Financial Advisors
New Jersey
$4.07M
BFG
404
Bleakley Financial Group
New Jersey
$4.06M
UCFA
405
United Capital Financial Advisors
Texas
$4.06M
ST
406
Spinnaker Trust
Maine
$4.01M
MC
407
Machina Capital
France
$4M
PAG
408
Private Advisor Group
New Jersey
$3.94M
GIA
409
Gladstone Institutional Advisory
Florida
$3.89M
AG
410
Ascent Group
Virginia
$3.88M
AF
411
Allworth Financial
California
$3.88M
ALMGDA
412
AG2R La Mondiale Gestion d'Actifs
France
$3.87M
PFM
413
Patton Fund Management
Texas
$3.83M
Verition Fund Management
414
Verition Fund Management
Connecticut
$3.8M
NMIMC
415
Northwestern Mutual Investment Management Company
Wisconsin
$3.8M
CB
416
Commerce Bank
Missouri
$3.8M
BBVA
417
Banco Bilbao Vizcaya Argentaria
Spain
$3.79M
NFG
418
Nations Financial Group
Iowa
$3.76M
A
419
Argentarii
Ohio
$3.76M
UBS AM
420
UBS AM
Illinois
$3.76M
PDL
421
Portfolio Design Labs
California
$3.74M
KAS
422
Kestra Advisory Services
Texas
$3.65M
RCIM
423
Red Cedar Investment Management
Michigan
$3.64M
SP
424
Sarasin & Partners
United Kingdom
$3.64M
OAC
425
OMERS Administration Corp
Ontario, Canada
$3.6M