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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
PPWP
676
Premier Path Wealth Partners
New Jersey
$813K
VFA
677
Valeo Financial Advisors
Indiana
$808K
LI
678
LRI Investments
Florida
$806K
FAT
679
First American Trust
California
$804K
DJSG
680
D.J. St. Germain
Massachusetts
$797K
ST
681
Sageworth Trust
Pennsylvania
$796K
DWM
682
Dogwood Wealth Management
Kansas
$794K
MSAM
683
Moloney Securities Asset Management
Missouri
$791K
TBA
684
Tower Bridge Advisors
Pennsylvania
$788K
ABC
685
Associated Banc-Corp
Wisconsin
$788K
ECM
686
Evergreen Capital Management
Washington
$785K
JIC
687
Joel Isaacson & Co
New York
$783K
ISL
688
Ingalls & Snyder LLC
New York
$783K
JCIA
689
Jackson Creek Investment Advisors
Colorado
$783K
MWM
690
Manske Wealth Management
Texas
$781K
IWM
691
IHT Wealth Management
Illinois
$781K
SGI
692
Summit Global Investments
Utah
$780K
PIM
693
Plato Investment Management
Australia
$776K
PP
694
PDS Planning
Ohio
$771K
PWPS
695
Pinnacle Wealth Planning Services
Ohio
$769K
FAM
696
Fairtree Asset Management
South Africa
$762K
PIA
697
Panoramic Investment Advisors
Colorado
$757K
HCM
698
Howard Capital Management
Georgia
$756K
SWM
699
Spire Wealth Management
Virginia
$746K
SMA
700
Sage Mountain Advisors
Georgia
$733K