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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
PAM
526
Paradigm Asset Management
New York
$1.88M
Baird Financial Group
527
Baird Financial Group
Wisconsin
$1.88M
TE
528
Tema ETFs
New York
$1.82M
A
529
AlphaQuest
New York
$1.81M
GIM
530
Glenmede Investment Management
Pennsylvania
$1.8M
AAIM
531
American Assets Investment Management
California
$1.78M
WC
532
Westerkirk Capital
$1.78M
BPIM
533
Brant Point Investment Management
New York
$1.78M
MUAMU
534
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.78M
CBA
535
Coastal Bridge Advisors
Connecticut
$1.78M
DWA
536
Dorsey Wright & Associates
California
$1.78M
IMRF
537
Illinois Municipal Retirement Fund
Illinois
$1.75M
FRA
538
Frank Rimerman Advisors
California
$1.74M
SI
539
Stephens Inc
Arkansas
$1.72M
GT
540
Greenleaf Trust
Michigan
$1.72M
APIM
541
Agate Pass Investment Management
Washington
$1.71M
IWC
542
Integrated Wealth Concepts
Massachusetts
$1.71M
MOS
543
MGO One Seven
Ohio
$1.71M
SCA
544
Snowden Capital Advisors
New York
$1.68M
ACMA
545
Arbor Capital Management (Alaska)
Alaska
$1.67M
CPIA
546
Cornell Pochily Investment Advisors
New York
$1.66M
DA
547
Denali Advisors
California
$1.64M
GC
548
Grimes & Company
Massachusetts
$1.64M
TWM
549
Trueblood Wealth Management
Ohio
$1.6M
JWM
550
Jeppson Wealth Management
California
$1.6M