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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
WPC
551
Wedmont Private Capital
Pennsylvania
$1.6M
CFO
552
Callan Family Office
Pennsylvania
$1.57M
B
553
Bailard
California
$1.57M
NRI
554
NFP Retirement Inc
California
$1.57M
LNWWM
555
Laird Norton Wetherby Wealth Management
California
$1.57M
HFM
556
Hartford Funds Management
Pennsylvania
$1.57M
CS
557
Capital Square
Tennessee
$1.57M
BF
558
BOK Financial
Oklahoma
$1.56M
PWMG
559
Prestige Wealth Management Group
New Jersey
$1.55M
EFG
560
Everhart Financial Group
Ohio
$1.53M
BPA
561
Beacon Pointe Advisors
California
$1.52M
Bessemer Group
562
Bessemer Group
New Jersey
$1.52M
FFA
563
Farther Finance Advisors
California
$1.51M
SCM
564
Schnieders Capital Management
California
$1.5M
Two Sigma Advisers
565
Two Sigma Advisers
New York
$1.5M
RWM
566
Ritholtz Wealth Management
New York
$1.49M
RBWA
567
RFG - Bristol Wealth Advisors
Massachusetts
$1.49M
SPC
568
Sigma Planning Corp
Michigan
$1.48M
PA
569
Profund Advisors
Maryland
$1.46M
EWA
570
Emergent Wealth Advisors
New York
$1.46M
SAI
571
Savvy Advisors Inc
New York
$1.44M
A
572
Allianz
Germany
$1.44M
NP
573
NorthRock Partners
Minnesota
$1.44M
WAM
574
Wolverine Asset Management
Illinois
$1.44M
PI
575
PFG Investments
New York
$1.42M