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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
CSIC
826
Clifford Swan Investment Counsel
California
$432K
ASN
827
Advisory Services Network
Georgia
$426K
MG
828
Mather Group
Illinois
$424K
FIA
829
Foundations Investment Advisors
Arizona
$422K
CT
830
Chicago Trust
Illinois
$421K
WS
831
Wedbush Securities
California
$421K
GSEP
832
Golden State Equity Partners
California
$421K
MSFS
833
Main Street Financial Solutions
Pennsylvania
$416K
MMA
834
Miracle Mile Advisors
California
$414K
Caisse de Depot et Placement du Quebec (CDPQ)
835
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$412K
SCP
836
Sivia Capital Partners
California
$411K
PS
837
Planned Solutions
California
$411K
MIM
838
MTM Investment Management
South Carolina
$410K
AWA
839
AGH Wealth Advisors
Kansas
$409K
RCA
840
Resonant Capital Advisors
Wisconsin
$406K
BPFA
841
Barnes Pettey Financial Advisors
Mississippi
$406K
VA
842
VestGen Advisors
Illinois
$405K
AO
843
Advisor OS
Illinois
$400K
SL
844
Sentinus LLC
Illinois
$399K
TWP
845
Triad Wealth Partners
Kansas
$398K
TCA
846
Transcend Capital Advisors
New Jersey
$396K
ZBNA
847
Zions Bancorporation, National Association
Utah
$395K
BFC
848
Blue Fin Capital
Rhode Island
$391K
SWM
849
Shelton Wealth Management
Texas
$391K
PK
850
Pflug Koory
Nebraska
$390K