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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
CAM
801
Covenant Asset Management
New Jersey
$474K
HIC
802
Hartline Investment Corp
Illinois
$472K
PCS
803
Personal CFO Solutions
New Jersey
$471K
WPP
804
Whalerock Point Partners
Rhode Island
$470K
Group One Trading
805
Group One Trading
Illinois
$467K
CFG
806
Copley Financial Group
California
$464K
LFM
807
LGT Fund Management
Liechtenstein
$461K
BPWM
808
Badgley Phelps Wealth Managers
Washington
$460K
JCM
809
Jacobi Capital Management
Pennsylvania
$459K
QFW
810
QTR Family Wealth
Florida
$458K
AA
811
ALPS Advisors
Colorado
$452K
GIA
812
Guyasuta Investment Advisors
Pennsylvania
$450K
RCP
813
Rothschild Capital Partners
New York
$450K
GIM
814
Gold Investment Management
Alberta, Canada
$448K
4WM
815
44 Wealth Management
Oregon
$448K
BBHC
816
Brown Brothers Harriman & Co
New York
$447K
VR
817
Valued Retirements
Texas
$446K
CI
818
Corient IA
Florida
$445K
HI
819
Hudock Inc
Pennsylvania
$444K
CTC
820
Cetera Trust Company
Minnesota
$444K
IA
821
IFG Advisory
Georgia
$443K
PFA
822
Providence Financial Advisors
Kansas
$443K
RPGNY
823
Retirement Planning Group (New York)
New York
$441K
QWP
824
Quotient Wealth Partners
Texas
$440K
BF
825
bLong Financial
Tennessee
$436K