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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
SPIA
501
Steward Partners Investment Advisory
New York
$2.23M
HAG
502
HighPoint Advisor Group
Illinois
$2.2M
WB
503
WesBanco Bank
West Virginia
$2.2M
WIA
504
World Investment Advisors
California
$2.19M
HIS
505
Harvest Investment Services
Illinois
$2.15M
S
506
SignatureFD
Georgia
$2.14M
WFC
507
Western Financial Corp
California
$2.12M
PFS
508
Prospera Financial Services
Texas
$2.11M
JWCA
509
J.W. Cole Advisors
Florida
$2.08M
PI
510
PineBridge Investments
New York
$2.07M
TS
511
Triglav Skladi
Slovenia
$2.07M
VIA
512
Virtus Investment Advisers
Connecticut
$2.06M
O
513
Ossiam
France
$2.05M
IAA
514
Independent Advisor Alliance
North Carolina
$2.04M
STA
515
Summit Trail Advisors
New York
$2.03M
MLM
516
Mount Lucas Management
Pennsylvania
$2.03M
SCTC
517
Sanibel Captiva Trust Company
Florida
$2M
OIA
518
OneDigital Investment Advisors
Kansas
$1.98M
GFM
519
GF Fund Management
China
$1.95M
RIM
520
Rakuten Investment Management
Japan
$1.94M
AFA
521
American Financial Advisors
Georgia
$1.94M
PS
522
Principal Securities
Iowa
$1.93M
CA
523
Cullinan Associates
Kentucky
$1.91M
WG
524
Welch Group
Alabama
$1.91M
BP
525
Ballentine Partners
Massachusetts
$1.9M