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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
RFA
876
Register Financial Advisors
Georgia
$362K
WA
877
Wealth Alliance
New York
$362K
AWM
878
Aprio Wealth Management
Georgia
$361K
LFG
879
Larson Financial Group
Missouri
$360K
EAM
880
Evanson Asset Management
California
$357K
TPI
881
Trust Point Inc
Wisconsin
$357K
SFG
882
SNS Financial Group
Minnesota
$356K
CWM
883
C2C Wealth Management
Arizona
$356K
PFG
884
Prosperity Financial Group
California
$347K
CC
885
Commons Capital
Massachusetts
$347K
DAS
886
Dynamic Advisor Solutions
Arizona
$345K
BCCM
887
Bridge Creek Capital Management
Massachusetts
$344K
PFBT
888
Parkside Financial Bank & Trust
Missouri
$343K
FHA
889
Flagship Harbor Advisors
Massachusetts
$343K
GH
890
GAM Holding
Switzerland
$343K
DWS
891
Discipline Wealth Solutions
South Carolina
$342K
WWM
892
Western Wealth Management
Colorado
$342K
FGA
893
Fortis Group Advisors
New Jersey
$339K
FG
894
Foster Group
Iowa
$338K
RFC
895
Regions Financial Corp
Alabama
$338K
NWM
896
Northcape Wealth Management
New York
$338K
CAWM
897
Capital Advisors Wealth Management
Washington
$337K
FAFN
898
First Affirmative Financial Network
Colorado
$335K
AWA
899
A4 Wealth Advisors
North Carolina
$335K
ANBT
900
American National Bank & Trust
Texas
$335K