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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
FPAS
576
Focus Partners Advisor Solutions
Missouri
$1.33M
SF
577
Synovus Financial
Georgia
$1.33M
HCM
578
Highview Capital Management
Illinois
$1.32M
MT
579
Midwest Trust
Kansas
$1.3M
SFS
580
Stiles Financial Services
Minnesota
$1.29M
PCA
581
Purkiss Capital Advisors
Connecticut
$1.28M
HNB
582
Huntington National Bank
Ohio
$1.27M
CBTWT
583
Community Bank & Trust (Waco, Texas)
Texas
$1.27M
CCA
584
Checchi Capital Advisers
California
$1.27M
FMII
585
Farmers & Merchants Investments Inc
Nebraska
$1.26M
AFG
586
Atomi Financial Group
New York
$1.25M
MQWP
587
Morey & Quinn Wealth Partners
Nebraska
$1.25M
OIAM
588
OFI Invest Asset Management
France
$1.24M
BJL
589
Brighton Jones LLC
Washington
$1.23M
WA
590
Wealth Architects
California
$1.23M
GLA
591
Great Lakes Advisors
Illinois
$1.22M
SAM
592
Smartleaf Asset Management
Massachusetts
$1.22M
PCM
593
Penserra Capital Management
California
$1.22M
1WA
594
180 Wealth Advisors
Washington
$1.22M
CA
595
Commerzbank Aktiengesellschaft
Germany
$1.22M
MM
596
Morangie Management
Florida
$1.22M
Wolverine Trading
597
Wolverine Trading
Illinois
$1.21M
DC
598
Davenport & Co
Virginia
$1.18M
KWA
599
Kingswood Wealth Advisors
California
$1.17M
CI
600
Cigna Investments
Connecticut
$1.16M