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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
PA
601
Parallel Advisors
California
$1.16M
LFAS
602
Level Four Advisory Services
Texas
$1.15M
DW
603
Dodds Wealth
Colorado
$1.14M
SWP
604
Sagespring Wealth Partners
Tennessee
$1.14M
MFS
605
Mattson Financial Services
Michigan
$1.14M
RIG
606
RiverFront Investment Group
Virginia
$1.13M
GFA
607
Gallagher Fiduciary Advisors
Illinois
$1.12M
SC
608
Saturna Capital
Washington
$1.12M
RIA
609
Richwood Investment Advisors
Ohio
$1.11M
VFA
610
Values First Advisors
Tennessee
$1.11M
MWM
611
Modern Wealth Management
Kansas
$1.11M
EH
612
Equitable Holdings
New York
$1.1M
PWM
613
Perigon Wealth Management
California
$1.1M
EI
614
Ellevest Inc
New York
$1.1M
PSF
615
Pacific Sun Financial
California
$1.09M
AIP
616
Ameritas Investment Partners
Nebraska
$1.09M
CA
617
Clearstead Advisors
Ohio
$1.08M
JIC
618
Johnson Investment Counsel
Ohio
$1.08M
IEFM
619
IQ EQ Fund Management
Ireland
$1.08M
DCM
620
Dudley Capital Management
Virginia
$1.07M
FTUS
621
Flow Traders U.S.
New York
$1.07M
PF
622
Phoenix Financial
Israel
$1.07M
TYCC
623
Texas Yale Capital Corp
Florida
$1.07M
HFS
624
Hantz Financial Services
Michigan
$1.06M
QI
625
Qtron Investments
Massachusetts
$1.06M