WELL icon

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
GDP
426
Great Diamond Partners
Maine
$3.51M
IGAM
427
iA Global Asset Management
Quebec, Canada
$3.49M
CIA
428
Concurrent Investment Advisors
Florida
$3.47M
ETC
429
Exchange Traded Concepts
Oklahoma
$3.36M
SFI
430
Siemens Fonds Invest
Germany
$3.3M
M&T Bank
431
M&T Bank
New York
$3.3M
PAS
432
Park Avenue Securities
New York
$3.27M
WI
433
Wahed Invest
New York
$3.26M
FTWA
434
Fifth Third Wealth Advisors
Ohio
$3.23M
CTA
435
Chesley Taft & Associates
Illinois
$3.22M
SFA
436
Sequoia Financial Advisors
Ohio
$3.21M
MSA
437
MUFG Securities Americas
New York
$3.21M
MYLI
438
Meiji Yasuda Life Insurance
Japan
$3.2M
KCM
439
Kornitzer Capital Management
Kansas
$3.19M
Squarepoint
440
Squarepoint
New York
$3.18M
KRSITF
441
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.14M
SW
442
SteelPeak Wealth
California
$3.09M
SC
443
Stance Capital
Massachusetts
$3.08M
MK
444
MASTERINVEST Kapitalanlage
$3.08M
ECM
445
Everence Capital Management
Indiana
$3.06M
DA
446
Drake & Associates
Wisconsin
$3.04M
SAM
447
Shell Asset Management
Netherlands
$3.03M
CIA
448
Capital Investment Advisors
Georgia
$3M
VCM
449
Verde Capital Management
Michigan
$2.95M
Impax Asset Management Group
450
Impax Asset Management Group
United Kingdom
$2.95M