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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
MG
701
Marex Group
$730K
DCM
702
Driehaus Capital Management
Illinois
$727K
BIM
703
Baldwin Investment Management
Pennsylvania
$726K
HI
704
Harbour Investments
Wisconsin
$725K
LFA
705
Legacy Financial Advisors
Kentucky
$710K
FFA
706
Florida Financial Advisors
Florida
$710K
MYIA
707
Mount Yale Investment Advisors
Colorado
$706K
FC
708
FORA Capital
Florida
$701K
SEP
709
Southland Equity Partners
Missouri
$698K
WTC
710
WhitTier Trust Company
Nevada
$696K
CMMS
711
Comprehensive Money Management Services
Florida
$690K
VHAM
712
Van Hulzen Asset Management
California
$688K
GT
713
Glenview Trust
Kentucky
$679K
GVAG
714
Great Valley Advisor Group
Delaware
$677K
DG
715
DigitalBridge Group
Florida
$677K
RSA
716
River Street Advisors
Illinois
$666K
MFGM
717
Marshall Financial Group (Maryland)
Maryland
$666K
HAG
718
HF Advisory Group
Maryland
$657K
CSC
719
Caldwell Sutter Capital
California
$656K
PAM
720
Panagora Asset Management
Massachusetts
$646K
MC
721
Moors & Cabot
Massachusetts
$643K
LC
722
LCNB Corp
Ohio
$635K
FWP
723
Family Wealth Partners
North Carolina
$635K
ATS
724
Ashton Thomas Securities
New York
$633K
MWM
725
Moran Wealth Management
Florida
$633K