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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
FC
651
Fulcrum Capital
Washington
$939K
RPCONE
652
Retirement Planning Company of New England
Rhode Island
$938K
AP
653
Advisors Preferred
Maryland
$921K
SBF
654
Sara-Bay Financial
Florida
$918K
BIG
655
Brooklyn Investment Group
New York
$909K
BIA
656
Benchmark Investment Advisors
Illinois
$901K
SIC
657
SJS Investment Consulting
Ohio
$900K
EWA
658
EverSource Wealth Advisors
Alabama
$898K
IAN
659
Integrated Advisors Network
Texas
$890K
MAS
660
Madden Advisory Services
Florida
$889K
AWAG
661
ARS Wealth Advisors Group
Florida
$889K
TCM
662
Tuttle Capital Management
Connecticut
$885K
LWM
663
LongView Wealth Management
Georgia
$882K
IAG
664
Investment Advisory Group
Massachusetts
$876K
JSC
665
Jackson Square Capital
California
$876K
PMG
666
ProVise Management Group
Florida
$870K
EWM
667
Empirical Wealth Management
Washington
$860K
QIM
668
Quantitative Investment Management
Virginia
$855K
BA
669
Bard Associates
Illinois
$852K
JSSH
670
J. Safra Sarasin Holding
$850K
LAIC
671
Lederer & Associates Investment Counsel
California
$846K
FF
672
Fluent Financial
Texas
$841K
FCP
673
Fidelis Capital Partners
Florida
$837K
GRP
674
Global Retirement Partners
California
$822K
CIA
675
Caerus Investment Advisors
Texas
$821K