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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
BPIM
526
Brant Point Investment Management
New York
$1.78M
MUAMU
527
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.78M
CBA
528
Coastal Bridge Advisors
Connecticut
$1.78M
DWA
529
Dorsey Wright & Associates
California
$1.78M
IMRF
530
Illinois Municipal Retirement Fund
Illinois
$1.75M
FRA
531
Frank Rimerman Advisors
California
$1.74M
SI
532
Stephens Inc
Arkansas
$1.72M
GT
533
Greenleaf Trust
Michigan
$1.72M
APIM
534
Agate Pass Investment Management
Washington
$1.71M
IWC
535
Integrated Wealth Concepts
Massachusetts
$1.71M
MOS
536
MGO One Seven
Ohio
$1.71M
SCA
537
Snowden Capital Advisors
New York
$1.68M
ACMA
538
Arbor Capital Management (Alaska)
Alaska
$1.67M
CPIA
539
Cornell Pochily Investment Advisors
New York
$1.66M
DA
540
Denali Advisors
California
$1.64M
GC
541
Grimes & Company
Massachusetts
$1.64M
TWM
542
Trueblood Wealth Management
Ohio
$1.6M
JWM
543
Jeppson Wealth Management
California
$1.6M
WPC
544
Wedmont Private Capital
Pennsylvania
$1.6M
CFO
545
Callan Family Office
Pennsylvania
$1.57M
B
546
Bailard
California
$1.57M
NRI
547
NFP Retirement Inc
California
$1.57M
LNWWM
548
Laird Norton Wetherby Wealth Management
California
$1.57M
HFM
549
Hartford Funds Management
Pennsylvania
$1.57M
CS
550
Capital Square
Tennessee
$1.57M