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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

5.6% less ownership

Funds ownership: 98.91%93.3% (-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
VR
826
Valued Retirements
Texas
$446K
CI
827
Corient IA
Florida
$445K
HI
828
Hudock Inc
Pennsylvania
$444K
CTC
829
Cetera Trust Company
Minnesota
$444K
IA
830
IFG Advisory
Georgia
$443K
PFA
831
Providence Financial Advisors
Kansas
$443K
RPGNY
832
Retirement Planning Group (New York)
New York
$441K
QWP
833
Quotient Wealth Partners
Texas
$440K
BF
834
bLong Financial
Tennessee
$436K
CSIC
835
Clifford Swan Investment Counsel
California
$432K
ASN
836
Advisory Services Network
Georgia
$426K
MG
837
Mather Group
Illinois
$424K
FIA
838
Foundations Investment Advisors
Arizona
$422K
CT
839
Chicago Trust
Illinois
$421K
WS
840
Wedbush Securities
California
$421K
GSEP
841
Golden State Equity Partners
California
$421K
MSFS
842
Main Street Financial Solutions
Pennsylvania
$416K
MMA
843
Miracle Mile Advisors
California
$414K
Caisse de Depot et Placement du Quebec (CDPQ)
844
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$412K
SCP
845
Sivia Capital Partners
California
$411K
PS
846
Planned Solutions
California
$411K
MIM
847
MTM Investment Management
South Carolina
$410K
AWA
848
AGH Wealth Advisors
Kansas
$409K
RCA
849
Resonant Capital Advisors
Wisconsin
$406K
BPFA
850
Barnes Pettey Financial Advisors
Mississippi
$406K