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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
PFS
501
Prospera Financial Services
Texas
$2.11M
JWCA
502
J.W. Cole Advisors
Florida
$2.08M
PI
503
PineBridge Investments
New York
$2.07M
TS
504
Triglav Skladi
Slovenia
$2.07M
VIA
505
Virtus Investment Advisers
Connecticut
$2.06M
O
506
Ossiam
France
$2.05M
IAA
507
Independent Advisor Alliance
North Carolina
$2.04M
STA
508
Summit Trail Advisors
New York
$2.03M
MLM
509
Mount Lucas Management
Pennsylvania
$2.03M
SCTC
510
Sanibel Captiva Trust Company
Florida
$2M
OIA
511
OneDigital Investment Advisors
Kansas
$1.98M
GFM
512
GF Fund Management
China
$1.95M
RIM
513
Rakuten Investment Management
Japan
$1.94M
AFA
514
American Financial Advisors
Georgia
$1.94M
PS
515
Principal Securities
Iowa
$1.93M
CA
516
Cullinan Associates
Kentucky
$1.91M
WG
517
Welch Group
Alabama
$1.91M
BP
518
Ballentine Partners
Massachusetts
$1.9M
PAM
519
Paradigm Asset Management
New York
$1.88M
Baird Financial Group
520
Baird Financial Group
Wisconsin
$1.88M
TE
521
Tema ETFs
New York
$1.82M
A
522
AlphaQuest
New York
$1.81M
GIM
523
Glenmede Investment Management
Pennsylvania
$1.8M
AAIM
524
American Assets Investment Management
California
$1.78M
WC
525
Westerkirk Capital
$1.78M