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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

5.63% less ownership

Funds ownership: 98.91%93.28% (-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
IEFM
626
IQ EQ Fund Management
Ireland
$1.08M
DCM
627
Dudley Capital Management
Virginia
$1.07M
FTUS
628
Flow Traders U.S.
New York
$1.07M
PF
629
Phoenix Financial
Israel
$1.07M
TYCC
630
Texas Yale Capital Corp
Florida
$1.07M
HFS
631
Hantz Financial Services
Michigan
$1.06M
QI
632
Qtron Investments
Massachusetts
$1.06M
CA
633
Continuum Advisory
Idaho
$1.06M
BWP
634
BSW Wealth Partners
Colorado
$1.06M
SF
635
Summit Financial
New Jersey
$1.05M
IWA
636
IBEX Wealth Advisors
New Jersey
$1.04M
PCIA
637
Prime Capital Investment Advisors
Kansas
$1.03M
BB
638
Busey Bank
Illinois
$1.02M
LS
639
Livforsakringsbolaget Skandia
Sweden
$1.02M
TNBTD
640
Trustmark National Bank Trust Department
Mississippi
$1.01M
BHBT
641
Burke & Herbert Bank & Trust
Virginia
$1.01M
AC
642
AlphaCore Capital
California
$1.01M
SCI
643
Stableford Capital II
Arizona
$1.01M
CIM
644
Contravisory Investment Management
Massachusetts
$1M
GCS
645
Gordian Capital (Singapore)
Singapore
$998K
MMG
646
Monetary Management Group
Missouri
$998K
AWM
647
Apollon Wealth Management
South Carolina
$993K
AC
648
Apella Capital
Connecticut
$991K
LK
649
Lumbard & Kellner
New Hampshire
$979K
AW
650
Alteri Wealth
California
$971K