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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
PP
701
PDS Planning
Ohio
$771K
PWPS
702
Pinnacle Wealth Planning Services
Ohio
$769K
FAM
703
Fairtree Asset Management
South Africa
$762K
PIA
704
Panoramic Investment Advisors
Colorado
$757K
HCM
705
Howard Capital Management
Georgia
$756K
SWM
706
Spire Wealth Management
Virginia
$746K
SMA
707
Sage Mountain Advisors
Georgia
$733K
MG
708
Marex Group
$730K
DCM
709
Driehaus Capital Management
Illinois
$727K
BIM
710
Baldwin Investment Management
Pennsylvania
$726K
HI
711
Harbour Investments
Wisconsin
$725K
LFA
712
Legacy Financial Advisors
Kentucky
$710K
FFA
713
Florida Financial Advisors
Florida
$710K
MYIA
714
Mount Yale Investment Advisors
Colorado
$706K
FC
715
FORA Capital
Florida
$701K
SEP
716
Southland Equity Partners
Missouri
$698K
WTC
717
WhitTier Trust Company
Nevada
$696K
CMMS
718
Comprehensive Money Management Services
Florida
$690K
CIM
719
Cambria Investment Management
California
$689K
VHAM
720
Van Hulzen Asset Management
California
$688K
GT
721
Glenview Trust
Kentucky
$679K
GVAG
722
Great Valley Advisor Group
Delaware
$677K
DG
723
DigitalBridge Group
Florida
$677K
RSA
724
River Street Advisors
Illinois
$666K
MFGM
725
Marshall Financial Group (Maryland)
Maryland
$666K