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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
AA
576
Ancora Advisors
Ohio
$1.41M
KWM
577
Kingsview Wealth Management
Oregon
$1.41M
CIS
578
Custom Index Systems
New York
$1.39M
JIR
579
James Investment Research
Ohio
$1.39M
SWA
580
Sax Wealth Advisors
New Jersey
$1.38M
CIC
581
Carnegie Investment Counsel
Ohio
$1.37M
WHG
582
Westwood Holdings Group
Texas
$1.34M
FPAS
583
Focus Partners Advisor Solutions
Missouri
$1.33M
SF
584
Synovus Financial
Georgia
$1.33M
HCM
585
Highview Capital Management
Illinois
$1.32M
MT
586
Midwest Trust
Kansas
$1.3M
SFS
587
Stiles Financial Services
Minnesota
$1.29M
PCA
588
Purkiss Capital Advisors
Connecticut
$1.28M
HNB
589
Huntington National Bank
Ohio
$1.27M
CBTWT
590
Community Bank & Trust (Waco, Texas)
Texas
$1.27M
CCA
591
Checchi Capital Advisers
California
$1.27M
FMII
592
Farmers & Merchants Investments Inc
Nebraska
$1.26M
AFG
593
Atomi Financial Group
New York
$1.25M
MQWP
594
Morey & Quinn Wealth Partners
Nebraska
$1.25M
OIAM
595
OFI Invest Asset Management
France
$1.24M
BJL
596
Brighton Jones LLC
Washington
$1.23M
WA
597
Wealth Architects
California
$1.23M
GLA
598
Great Lakes Advisors
Illinois
$1.22M
SAM
599
Smartleaf Asset Management
Massachusetts
$1.22M
PCM
600
Penserra Capital Management
California
$1.22M