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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
MAS
476
Meeder Advisory Services
Ohio
$2.66M
ORC
477
O'Rourke & Company
Massachusetts
$2.63M
AG
478
Algert Global
California
$2.62M
SLI
479
Sumitomo Life Insurance
Japan
$2.61M
CC
480
Centiva Capital
New York
$2.61M
EP
481
Edgestream Partners
New Jersey
$2.61M
TCM
482
Twin Capital Management
Pennsylvania
$2.6M
CL
483
Choreo LLC
Illinois
$2.6M
CCM
484
Coldstream Capital Management
Washington
$2.59M
CW
485
CreativeOne Wealth
Kansas
$2.52M
OSNBOA
486
Old Second National Bank of Aurora
Illinois
$2.5M
GI
487
GAMMA Investing
California
$2.47M
Envestnet Portfolio Solutions
488
Envestnet Portfolio Solutions
Illinois
$2.47M
DT
489
Diversified Trust
Tennessee
$2.46M
ACM
490
Advance Capital Management
Michigan
$2.45M
BEI
491
Benjamin Edwards Inc
Missouri
$2.43M
CF
492
Centaurus Financial
California
$2.43M
SC
493
Savant Capital
Illinois
$2.37M
NAM
494
NTV Asset Management
West Virginia
$2.37M
GBA
495
Garrison Bradford & Associates
New York
$2.36M
AAP
496
Arax Advisory Partners
Colorado
$2.32M
WC
497
Waterloo Capital
Texas
$2.3M
MSE
498
MUFG Securities EMEA
United Kingdom
$2.28M
RFN
499
RDA Financial Network
Iowa
$2.27M
AACA
500
American Assets Capital Advisers
California
$2.27M