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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
SC
651
Syon Capital
California
$971K
LWAM
652
Legacy Wealth Asset Management
Minnesota
$970K
GWM
653
Geneos Wealth Management
Colorado
$965K
MGP
654
M&G plc
United Kingdom
$960K
FB
655
Finward Bancorp
Indiana
$959K
SWP
656
Stratos Wealth Partners
Ohio
$957K
DWT
657
Dorsey & Whitney Trust
South Dakota
$940K
FC
658
Fulcrum Capital
Washington
$939K
RPCONE
659
Retirement Planning Company of New England
Rhode Island
$938K
AP
660
Advisors Preferred
Maryland
$921K
SBF
661
Sara-Bay Financial
Florida
$918K
BIG
662
Brooklyn Investment Group
New York
$909K
BIA
663
Benchmark Investment Advisors
Illinois
$901K
SIC
664
SJS Investment Consulting
Ohio
$900K
EWA
665
EverSource Wealth Advisors
Alabama
$898K
IAN
666
Integrated Advisors Network
Texas
$890K
MAS
667
Madden Advisory Services
Florida
$889K
AWAG
668
ARS Wealth Advisors Group
Florida
$889K
TCM
669
Tuttle Capital Management
Connecticut
$885K
LWM
670
LongView Wealth Management
Georgia
$882K
IAG
671
Investment Advisory Group
Massachusetts
$876K
JSC
672
Jackson Square Capital
California
$876K
PMG
673
ProVise Management Group
Florida
$870K
EWM
674
Empirical Wealth Management
Washington
$860K
QIM
675
Quantitative Investment Management
Virginia
$855K