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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
BA
676
Bard Associates
Illinois
$852K
JSSH
677
J. Safra Sarasin Holding
$850K
LAIC
678
Lederer & Associates Investment Counsel
California
$846K
FF
679
Fluent Financial
Texas
$841K
FCP
680
Fidelis Capital Partners
Florida
$837K
GRP
681
Global Retirement Partners
California
$822K
CIA
682
Caerus Investment Advisors
Texas
$821K
PPWP
683
Premier Path Wealth Partners
New Jersey
$813K
VFA
684
Valeo Financial Advisors
Indiana
$808K
LI
685
LRI Investments
Florida
$806K
FAT
686
First American Trust
California
$804K
DJSG
687
D.J. St. Germain
Massachusetts
$797K
ST
688
Sageworth Trust
Pennsylvania
$796K
DWM
689
Dogwood Wealth Management
Kansas
$794K
MSAM
690
Moloney Securities Asset Management
Missouri
$791K
TBA
691
Tower Bridge Advisors
Pennsylvania
$788K
ABC
692
Associated Banc-Corp
Wisconsin
$788K
ECM
693
Evergreen Capital Management
Washington
$785K
JIC
694
Joel Isaacson & Co
New York
$783K
ISL
695
Ingalls & Snyder LLC
New York
$783K
JCIA
696
Jackson Creek Investment Advisors
Colorado
$783K
MWM
697
Manske Wealth Management
Texas
$781K
IWM
698
IHT Wealth Management
Illinois
$781K
SGI
699
Summit Global Investments
Utah
$780K
PIM
700
Plato Investment Management
Australia
$776K