WELL icon

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
CAMG
851
CWA Asset Management Group
Florida
$386K
CI
852
Cambiar Investors
Colorado
$386K
CSPIA
853
Cary Street Partners Investment Advisory
Virginia
$380K
Lazard Asset Management
854
Lazard Asset Management
New York
$379K
KF
855
Krilogy Financial
Missouri
$378K
AAM
856
Aureus Asset Management
Massachusetts
$377K
MAM
857
Mystic Asset Management
Rhode Island
$377K
SW
858
SVB Wealth
Massachusetts
$377K
CFP
859
Catalyst Financial Partners
Massachusetts
$375K
GAG
860
GM Advisory Group
New York
$374K
P
861
Pitcairn
Pennsylvania
$373K
BWFA
862
Baltimore-Washington Financial Advisors
Maryland
$369K
WKWM
863
Walter & Keenan Wealth Management
Indiana
$369K
WIC
864
Woodmont Investment Counsel
Tennessee
$369K
LSIA
865
LaSalle St. Investment Advisors
Illinois
$363K
RFA
866
Register Financial Advisors
Georgia
$362K
WA
867
Wealth Alliance
New York
$362K
AWM
868
Aprio Wealth Management
Georgia
$361K
LFG
869
Larson Financial Group
Missouri
$360K
EAM
870
Evanson Asset Management
California
$357K
TPI
871
Trust Point Inc
Wisconsin
$357K
SFG
872
SNS Financial Group
Minnesota
$356K
CWM
873
C2C Wealth Management
Arizona
$356K
PFG
874
Prosperity Financial Group
California
$347K
CC
875
Commons Capital
Massachusetts
$347K