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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
CA
626
Continuum Advisory
Idaho
$1.06M
BWP
627
BSW Wealth Partners
Colorado
$1.06M
SF
628
Summit Financial
New Jersey
$1.05M
IWA
629
IBEX Wealth Advisors
New Jersey
$1.04M
PCIA
630
Prime Capital Investment Advisors
Kansas
$1.03M
BB
631
Busey Bank
Illinois
$1.02M
LS
632
Livforsakringsbolaget Skandia
Sweden
$1.02M
TNBTD
633
Trustmark National Bank Trust Department
Mississippi
$1.01M
BHBT
634
Burke & Herbert Bank & Trust
Virginia
$1.01M
AC
635
AlphaCore Capital
California
$1.01M
SCI
636
Stableford Capital II
Arizona
$1.01M
CIM
637
Contravisory Investment Management
Massachusetts
$1M
GCS
638
Gordian Capital (Singapore)
Singapore
$998K
MMG
639
Monetary Management Group
Missouri
$998K
AWM
640
Apollon Wealth Management
South Carolina
$993K
AC
641
Apella Capital
Connecticut
$991K
LK
642
Lumbard & Kellner
New Hampshire
$979K
AW
643
Alteri Wealth
California
$971K
SC
644
Syon Capital
California
$971K
LWAM
645
Legacy Wealth Asset Management
Minnesota
$970K
GWM
646
Geneos Wealth Management
Colorado
$965K
MGP
647
M&G plc
United Kingdom
$960K
FB
648
Finward Bancorp
Indiana
$959K
SWP
649
Stratos Wealth Partners
Ohio
$957K
DWT
650
Dorsey & Whitney Trust
South Dakota
$940K