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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
BF
551
BOK Financial
Oklahoma
$1.56M
PWMG
552
Prestige Wealth Management Group
New Jersey
$1.55M
EFG
553
Everhart Financial Group
Ohio
$1.53M
BPA
554
Beacon Pointe Advisors
California
$1.52M
Bessemer Group
555
Bessemer Group
New Jersey
$1.52M
FFA
556
Farther Finance Advisors
California
$1.51M
SCM
557
Schnieders Capital Management
California
$1.5M
Two Sigma Advisers
558
Two Sigma Advisers
New York
$1.5M
RWM
559
Ritholtz Wealth Management
New York
$1.49M
RBWA
560
RFG - Bristol Wealth Advisors
Massachusetts
$1.49M
SPC
561
Sigma Planning Corp
Michigan
$1.48M
PA
562
Profund Advisors
Maryland
$1.46M
EWA
563
Emergent Wealth Advisors
New York
$1.46M
SAI
564
Savvy Advisors Inc
New York
$1.44M
A
565
Allianz
Germany
$1.44M
NP
566
NorthRock Partners
Minnesota
$1.44M
WAM
567
Wolverine Asset Management
Illinois
$1.44M
PI
568
PFG Investments
New York
$1.42M
AA
569
Ancora Advisors
Ohio
$1.41M
KWM
570
Kingsview Wealth Management
Oregon
$1.41M
CIS
571
Custom Index Systems
New York
$1.39M
JIR
572
James Investment Research
Ohio
$1.39M
SWA
573
Sax Wealth Advisors
New Jersey
$1.38M
CIC
574
Carnegie Investment Counsel
Ohio
$1.37M
WHG
575
Westwood Holdings Group
Texas
$1.34M