WELL icon

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
AAMU
51
APG Asset Management US
New York
$286M
VOYA Investment Management
52
VOYA Investment Management
Georgia
$265M
Nomura Asset Management
53
Nomura Asset Management
Japan
$242M
CHP
54
Castle Hook Partners
New York
$232M
AllianceBernstein
55
AllianceBernstein
Tennessee
$230M
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$228M
Asset Management One
57
Asset Management One
Japan
$226M
American Century Companies
58
American Century Companies
Missouri
$223M
Ohio Public Employees Retirement System (OPERS)
59
Ohio Public Employees Retirement System (OPERS)
Ohio
$216M
ACM
60
AEW Capital Management
Massachusetts
$215M
LIMS
61
Lasalle Investment Management Securities
Maryland
$213M
BAMCO Inc
62
BAMCO Inc
New York
$211M
Universal-Beteiligungs- und Servicegesellschaft
63
Universal-Beteiligungs- und Servicegesellschaft
Germany
$210M
Wells Fargo
64
Wells Fargo
California
$200M
ZP
65
Zimmer Partners
New York
$197M
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$184M
ACM
67
Adelante Capital Management
California
$174M
HRES
68
Heitman Real Estate Securities
Illinois
$174M
CRM
69
Cardano Risk Management
Netherlands
$161M
AQR Capital Management
70
AQR Capital Management
Connecticut
$151M
Allianz Asset Management
71
Allianz Asset Management
Germany
$148M
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$145M
Raymond James Financial
73
Raymond James Financial
Florida
$144M
Korea Investment Corp
74
Korea Investment Corp
South Korea
$143M
Zurich Cantonal Bank
75
Zurich Cantonal Bank
Switzerland
$142M