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
EFS
776
Essex Financial Services
Connecticut
$538K
MPWT
777
MassMutual Private Wealth & Trust
Connecticut
$538K
FT
778
Fiduciary Trust
Massachusetts
$537K
DAC
779
Dividend Assets Capital
South Carolina
$534K
WPI
780
Walter Public Investments
Canada
$534K
HH
781
Hilltop Holdings
Texas
$534K
VA
782
Valmark Advisers
Ohio
$531K
WT
783
Whittier Trust
California
$529K
BFA
784
Brown Financial Advisors
Ohio
$527K
SIA
785
Strategic Investment Advisors
Michigan
$527K
Koshinski Asset Management
786
Koshinski Asset Management
Illinois
$521K
MCM
787
Monument Capital Management
Virginia
$520K
CIBC Private Wealth Group
788
CIBC Private Wealth Group
Georgia
$520K
AAS
789
Ameritas Advisory Services
Nebraska
$520K
KFGK
790
Keystone Financial Group (Kentucky)
Kentucky
$518K
Fiera Capital (Canada)
791
Fiera Capital (Canada)
Quebec, Canada
$517K
SFA
792
Souders Financial Advisors
Ohio
$509K
SPC
793
Spirepoint Private Client
Florida
$509K
AA
794
Alta Advisers
United Kingdom
$505K
HBT
795
Heartland Bank & Trust
Illinois
$503K
SYBT
796
Stock Yards Bank & Trust
Kentucky
$501K
MA
797
Mutual Advisors
Nebraska
$496K
SW
798
Simplicity Wealth
New Jersey
$496K
PCG
799
Prosperity Consulting Group
Maryland
$494K
WIM
800
Warwick Investment Management
Texas
$493K