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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
CI
751
Conning Inc
Connecticut
$593K
SWA
752
SFMG Wealth Advisors
Texas
$593K
PWMG
753
Pinnacle Wealth Management Group
Michigan
$591K
KP
754
Keel Point
Alabama
$590K
SCM
755
Shelton Capital Management
Colorado
$584K
CI
756
CX Institutional
Indiana
$582K
OWP
757
Obermeyer Wealth Partners
Colorado
$582K
HSA
758
HBK Sorce Advisory
Pennsylvania
$580K
BHA
759
Beech Hill Advisors
New York
$579K
HI
760
Hendershot Investments
Virginia
$578K
GS
761
GTS Securities
New York
$573K
BTI
762
Blue Trust Inc
Georgia
$571K
PWW
763
Pettyjohn Wood & White
Virginia
$570K
HIA
764
Harbor Investment Advisory
Maryland
$569K
TFIPS
765
Towarzystwo Funduszy Inwestycyjnych PZU SA
$568K
AWM
766
AE Wealth Management
Kansas
$568K
TPCW
767
TD Private Client Wealth
New York
$565K
LAM
768
L2 Asset Management
Massachusetts
$560K
JSW
769
Journey Strategic Wealth
New Jersey
$560K
EW
770
Evoke Wealth
California
$557K
MFWP
771
Mosaic Family Wealth Partners
Missouri
$549K
WA
772
Waddell & Associates
Tennessee
$547K
BRWA
773
B. Riley Wealth Advisors
Florida
$546K
TCWA
774
Turtle Creek Wealth Advisors
Texas
$540K
CCA
775
Childress Capital Advisors
Texas
$540K