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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
TFA
426
Transamerica Financial Advisors
Florida
$3.59M
API
427
Asset Planning Inc
California
$3.58M
MPA
428
Marvin & Palmer Associates
Delaware
$3.56M
BL
429
Bleichroeder LP
New York
$3.56M
AWA
430
Arkadios Wealth Advisors
Georgia
$3.54M
KA
431
Kintegral Advisory
New York
$3.53M
VSQM
432
V-Square Quantitative Management
Illinois
$3.52M
GDP
433
Great Diamond Partners
Maine
$3.51M
IGAM
434
iA Global Asset Management
Quebec, Canada
$3.49M
CIA
435
Concurrent Investment Advisors
Florida
$3.47M
ETC
436
Exchange Traded Concepts
Oklahoma
$3.36M
SFI
437
Siemens Fonds Invest
Germany
$3.3M
M&T Bank
438
M&T Bank
New York
$3.3M
PAS
439
Park Avenue Securities
New York
$3.27M
WI
440
Wahed Invest
New York
$3.26M
FTWA
441
Fifth Third Wealth Advisors
Ohio
$3.23M
CTA
442
Chesley Taft & Associates
Illinois
$3.22M
SFA
443
Sequoia Financial Advisors
Ohio
$3.21M
MSA
444
MUFG Securities Americas
New York
$3.21M
MYLI
445
Meiji Yasuda Life Insurance
Japan
$3.2M
KCM
446
Kornitzer Capital Management
Kansas
$3.19M
Squarepoint
447
Squarepoint
New York
$3.18M
KRSITF
448
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.14M
SW
449
SteelPeak Wealth
California
$3.09M
SC
450
Stance Capital
Massachusetts
$3.08M