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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
FLPIM
726
F.L. Putnam Investment Management
Massachusetts
$633K
AFA
727
AA Financial Advisors
Ohio
$632K
BWP
728
Balboa Wealth Partners
Arizona
$629K
MFIM
729
Mesirow Financial Investment Management
Illinois
$628K
FMLI
730
Fukoku Mutual Life Insurance
Japan
$627K
WFI
731
West Family Investments
California
$622K
CFCI
732
Comprehensive Financial Consultants Institutional
Indiana
$619K
SFG
733
Stonebridge Financial Group
Pennsylvania
$619K
RCAG
734
Rehmann Capital Advisory Group
Michigan
$619K
CIP
735
Capital Insight Partners
Arizona
$618K
HKIMG
736
Hutchens & Kramer Investment Management Group
Indiana
$614K
SAM
737
Strategy Asset Managers
California
$613K
LSPW
738
Lake Street Private Wealth
Illinois
$613K
CA
739
CoreCap Advisors
Michigan
$606K
CAM
740
Cresset Asset Management
Illinois
$603K
WANY
741
Wealthspire Advisors (New York)
New York
$597K
CI
742
Conning Inc
Connecticut
$593K
SWA
743
SFMG Wealth Advisors
Texas
$593K
PWMG
744
Pinnacle Wealth Management Group
Michigan
$591K
SCM
745
Shelton Capital Management
Colorado
$584K
CI
746
CX Institutional
Indiana
$582K
OWP
747
Obermeyer Wealth Partners
Colorado
$582K
HSA
748
HBK Sorce Advisory
Pennsylvania
$580K
BHA
749
Beech Hill Advisors
New York
$579K
HI
750
Hendershot Investments
Virginia
$578K