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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
CAL
801
Capital Analysts LLC
Pennsylvania
$491K
WAM
802
Wakefield Asset Management
Colorado
$488K
SOS
803
Silver Oak Securities
Tennessee
$486K
VWA
804
Visionary Wealth Advisors
Illinois
$483K
WA
805
Whipplewood Advisors
Colorado
$482K
HIP
806
HUB Investment Partners
Texas
$482K
GS
807
GWN Securities
Florida
$479K
IF
808
Intrua Financial
Texas
$477K
BC
809
Bowman & Company
Wisconsin
$475K
CAM
810
Covenant Asset Management
New Jersey
$474K
HIC
811
Hartline Investment Corp
Illinois
$472K
PCS
812
Personal CFO Solutions
New Jersey
$471K
WPP
813
Whalerock Point Partners
Rhode Island
$470K
Group One Trading
814
Group One Trading
Illinois
$467K
CFG
815
Copley Financial Group
California
$464K
LFM
816
LGT Fund Management
Liechtenstein
$461K
BPWM
817
Badgley Phelps Wealth Managers
Washington
$460K
JCM
818
Jacobi Capital Management
Pennsylvania
$459K
QFW
819
QTR Family Wealth
Florida
$458K
AA
820
ALPS Advisors
Colorado
$452K
GIA
821
Guyasuta Investment Advisors
Pennsylvania
$450K
RCP
822
Rothschild Capital Partners
New York
$450K
GIM
823
Gold Investment Management
Alberta, Canada
$448K
4WM
824
44 Wealth Management
Oregon
$448K
BBHC
825
Brown Brothers Harriman & Co
New York
$447K