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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
CL
476
Choreo LLC
Illinois
$2.6M
CCM
477
Coldstream Capital Management
Washington
$2.59M
CW
478
CreativeOne Wealth
Kansas
$2.52M
OSNBOA
479
Old Second National Bank of Aurora
Illinois
$2.5M
GI
480
GAMMA Investing
California
$2.47M
Envestnet Portfolio Solutions
481
Envestnet Portfolio Solutions
Illinois
$2.47M
DT
482
Diversified Trust
Tennessee
$2.46M
ACM
483
Advance Capital Management
Michigan
$2.45M
BEI
484
Benjamin Edwards Inc
Missouri
$2.43M
CF
485
Centaurus Financial
California
$2.43M
SC
486
Savant Capital
Illinois
$2.37M
NAM
487
NTV Asset Management
West Virginia
$2.37M
GBA
488
Garrison Bradford & Associates
New York
$2.36M
AAP
489
Arax Advisory Partners
Colorado
$2.32M
WC
490
Waterloo Capital
Texas
$2.3M
MSE
491
MUFG Securities EMEA
United Kingdom
$2.28M
RFN
492
RDA Financial Network
Iowa
$2.27M
AACA
493
American Assets Capital Advisers
California
$2.27M
SPIA
494
Steward Partners Investment Advisory
New York
$2.23M
HAG
495
HighPoint Advisor Group
Illinois
$2.2M
WB
496
WesBanco Bank
West Virginia
$2.2M
WIA
497
World Investment Advisors
California
$2.19M
HIS
498
Harvest Investment Services
Illinois
$2.15M
S
499
SignatureFD
Georgia
$2.14M
WFC
500
Western Financial Corp
California
$2.12M