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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
MK
451
MASTERINVEST Kapitalanlage
$3.08M
ECM
452
Everence Capital Management
Indiana
$3.06M
DA
453
Drake & Associates
Wisconsin
$3.04M
SAM
454
Shell Asset Management
Netherlands
$3.03M
CIA
455
Capital Investment Advisors
Georgia
$3M
VCM
456
Verde Capital Management
Michigan
$2.95M
Impax Asset Management Group
457
Impax Asset Management Group
United Kingdom
$2.95M
DADC
458
D.A. Davidson & Co
Montana
$2.93M
NP
459
Nilsine Partners
Colorado
$2.93M
Walleye Trading
460
Walleye Trading
New York
$2.93M
TRCT
461
Tower Research Capital (TRC)
New York
$2.9M
Walleye Capital
462
Walleye Capital
New York
$2.9M
LCM
463
Liberty Capital Management
Michigan
$2.9M
PEAK6
464
PEAK6
Illinois
$2.88M
CPCPP
465
Canada Post Corporation Pension Plan
Canada
$2.88M
HWM
466
HB Wealth Management
Georgia
$2.85M
CG
467
Caprock Group
Idaho
$2.85M
EIA
468
Edgemoor Investment Advisors
Maryland
$2.83M
QCG
469
Quadrant Capital Group
Ohio
$2.83M
HFM
470
Harvest Fund Management
China
$2.8M
YIA
471
YHB Investment Advisors
Connecticut
$2.77M
SVWAG
472
Sound View Wealth Advisors Group
Georgia
$2.77M
NA
473
NewEdge Advisors
Louisiana
$2.75M
SQA
474
Simon Quick Advisors
New Jersey
$2.7M
BG
475
BDF Gestion
France
$2.67M