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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
DAS
876
Dynamic Advisor Solutions
Arizona
$345K
BCCM
877
Bridge Creek Capital Management
Massachusetts
$344K
PFBT
878
Parkside Financial Bank & Trust
Missouri
$343K
FHA
879
Flagship Harbor Advisors
Massachusetts
$343K
GH
880
GAM Holding
Switzerland
$343K
DWS
881
Discipline Wealth Solutions
South Carolina
$342K
WWM
882
Western Wealth Management
Colorado
$342K
FGA
883
Fortis Group Advisors
New Jersey
$339K
FG
884
Foster Group
Iowa
$338K
RFC
885
Regions Financial Corp
Alabama
$338K
NWM
886
Northcape Wealth Management
New York
$338K
CAWM
887
Capital Advisors Wealth Management
Washington
$337K
FAFN
888
First Affirmative Financial Network
Colorado
$335K
AWA
889
A4 Wealth Advisors
North Carolina
$335K
ANBT
890
American National Bank & Trust
Texas
$335K
ODA
891
One Degree Advisors
California
$335K
MW
892
Maia Wealth
Colorado
$334K
SMC
893
Smith, Moore & Co
Missouri
$334K
PMA
894
Prudent Man Advisors
Illinois
$333K
CGL
895
Clarius Group LLC
Washington
$329K
TWC
896
TD Waterhouse Canada
Ontario, Canada
$328K
AWM
897
Angeles Wealth Management
California
$328K
MWM
898
Modera Wealth Management
New Jersey
$322K
DWP
899
Daymark Wealth Partners
Ohio
$321K
AWM
900
Accurate Wealth Management
Florida
$321K