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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
1WA
601
180 Wealth Advisors
Washington
$1.22M
CA
602
Commerzbank Aktiengesellschaft
Germany
$1.22M
MM
603
Morangie Management
Florida
$1.22M
Wolverine Trading
604
Wolverine Trading
Illinois
$1.21M
DC
605
Davenport & Co
Virginia
$1.18M
KWA
606
Kingswood Wealth Advisors
California
$1.17M
CI
607
Cigna Investments
Connecticut
$1.16M
PA
608
Parallel Advisors
California
$1.16M
LFAS
609
Level Four Advisory Services
Texas
$1.15M
DW
610
Dodds Wealth
Colorado
$1.14M
SWP
611
Sagespring Wealth Partners
Tennessee
$1.14M
MFS
612
Mattson Financial Services
Michigan
$1.14M
RIG
613
RiverFront Investment Group
Virginia
$1.13M
GFA
614
Gallagher Fiduciary Advisors
Illinois
$1.12M
SC
615
Saturna Capital
Washington
$1.12M
RIA
616
Richwood Investment Advisors
Ohio
$1.11M
VFA
617
Values First Advisors
Tennessee
$1.11M
MWM
618
Modern Wealth Management
Kansas
$1.11M
EH
619
Equitable Holdings
New York
$1.1M
PWM
620
Perigon Wealth Management
California
$1.1M
EI
621
Ellevest Inc
New York
$1.1M
PSF
622
Pacific Sun Financial
California
$1.09M
AIP
623
Ameritas Investment Partners
Nebraska
$1.09M
CA
624
Clearstead Advisors
Ohio
$1.08M
JIC
625
Johnson Investment Counsel
Ohio
$1.08M