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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
GS
751
GTS Securities
New York
$573K
BTI
752
Blue Trust Inc
Georgia
$571K
PWW
753
Pettyjohn Wood & White
Virginia
$570K
HIA
754
Harbor Investment Advisory
Maryland
$569K
TFIPS
755
Towarzystwo Funduszy Inwestycyjnych PZU SA
$568K
AWM
756
AE Wealth Management
Kansas
$568K
TPCW
757
TD Private Client Wealth
New York
$565K
LAM
758
L2 Asset Management
Massachusetts
$560K
JSW
759
Journey Strategic Wealth
New Jersey
$560K
EW
760
Evoke Wealth
California
$557K
MFWP
761
Mosaic Family Wealth Partners
Missouri
$549K
WA
762
Waddell & Associates
Tennessee
$547K
BRWA
763
B. Riley Wealth Advisors
Florida
$546K
TCWA
764
Turtle Creek Wealth Advisors
Texas
$540K
CCA
765
Childress Capital Advisors
Texas
$540K
EFS
766
Essex Financial Services
Connecticut
$538K
MPWT
767
MassMutual Private Wealth & Trust
Connecticut
$538K
FT
768
Fiduciary Trust
Massachusetts
$537K
DAC
769
Dividend Assets Capital
South Carolina
$534K
WPI
770
Walter Public Investments
Canada
$534K
HH
771
Hilltop Holdings
Texas
$534K
VA
772
Valmark Advisers
Ohio
$531K
WT
773
Whittier Trust
California
$529K
BFA
774
Brown Financial Advisors
Ohio
$527K
SIA
775
Strategic Investment Advisors
Michigan
$527K