WELL icon

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
HAG
726
HF Advisory Group
Maryland
$657K
CSC
727
Caldwell Sutter Capital
California
$656K
PAM
728
Panagora Asset Management
Massachusetts
$646K
MC
729
Moors & Cabot
Massachusetts
$643K
LC
730
LCNB Corp
Ohio
$635K
FWP
731
Family Wealth Partners
North Carolina
$635K
ATS
732
Ashton Thomas Securities
New York
$633K
MWM
733
Moran Wealth Management
Florida
$633K
FLPIM
734
F.L. Putnam Investment Management
Massachusetts
$633K
AFA
735
AA Financial Advisors
Ohio
$632K
BWP
736
Balboa Wealth Partners
Arizona
$629K
MFIM
737
Mesirow Financial Investment Management
Illinois
$628K
FMLI
738
Fukoku Mutual Life Insurance
Japan
$627K
WFI
739
West Family Investments
California
$622K
CFCI
740
Comprehensive Financial Consultants Institutional
Indiana
$619K
SFG
741
Stonebridge Financial Group
Pennsylvania
$619K
RCAG
742
Rehmann Capital Advisory Group
Michigan
$619K
CIP
743
Capital Insight Partners
Arizona
$618K
HKIMG
744
Hutchens & Kramer Investment Management Group
Indiana
$614K
SAM
745
Strategy Asset Managers
California
$613K
LSPW
746
Lake Street Private Wealth
Illinois
$613K
IA
747
IFP Advisors
Florida
$613K
CA
748
CoreCap Advisors
Michigan
$606K
CAM
749
Cresset Asset Management
Illinois
$603K
WANY
750
Wealthspire Advisors (New York)
New York
$597K