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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
Koshinski Asset Management
776
Koshinski Asset Management
Illinois
$521K
MCM
777
Monument Capital Management
Virginia
$520K
CIBC Private Wealth Group
778
CIBC Private Wealth Group
Georgia
$520K
AAS
779
Ameritas Advisory Services
Nebraska
$520K
KFGK
780
Keystone Financial Group (Kentucky)
Kentucky
$518K
Fiera Capital (Canada)
781
Fiera Capital (Canada)
Quebec, Canada
$517K
CIM
782
Cambria Investment Management
California
$514K
SFA
783
Souders Financial Advisors
Ohio
$509K
SPC
784
Spirepoint Private Client
Florida
$509K
AA
785
Alta Advisers
United Kingdom
$505K
HBT
786
Heartland Bank & Trust
Illinois
$503K
SYBT
787
Stock Yards Bank & Trust
Kentucky
$501K
MA
788
Mutual Advisors
Nebraska
$496K
SW
789
Simplicity Wealth
New Jersey
$496K
PCG
790
Prosperity Consulting Group
Maryland
$494K
WIM
791
Warwick Investment Management
Texas
$493K
CAL
792
Capital Analysts LLC
Pennsylvania
$491K
WAM
793
Wakefield Asset Management
Colorado
$488K
SOS
794
Silver Oak Securities
Tennessee
$486K
VWA
795
Visionary Wealth Advisors
Illinois
$483K
WA
796
Whipplewood Advisors
Colorado
$482K
HIP
797
HUB Investment Partners
Texas
$482K
GS
798
GWN Securities
Florida
$479K
IF
799
Intrua Financial
Texas
$477K
BC
800
Bowman & Company
Wisconsin
$475K