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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
HR
901
Hardy Reed
Mississippi
$319K
CH
902
Cromwell Holdings
Wyoming
$317K
VAF
903
Values Added Financial
District of Columbia
$316K
OMC
904
Old Mission Capital
Illinois
$316K
CAG
905
Crestwood Advisors Group
Massachusetts
$316K
FDW
906
Fourth Dimension Wealth
Ohio
$314K
CPIG
907
Chicago Partners Investment Group
Illinois
$314K
BF
908
Brucke Financial
Indiana
$314K
CFG
909
Carr Financial Group
Massachusetts
$311K
CM
910
Cercano Management
Washington
$309K
OL
911
Optas LLC
Texas
$309K
CIC
912
Crawford Investment Counsel
Georgia
$308K
CFA
913
Cahill Financial Advisors
Minnesota
$306K
RPWA
914
Regent Peak Wealth Advisors
Georgia
$306K
FFN
915
Focus Financial Network
Minnesota
$306K
M
916
MOTCO
Texas
$305K
FCM
917
Fieldview Capital Management
Michigan
$304K
SIM
918
Sentry Investment Management
Wisconsin
$303K
MC
919
Middleton & Co
Massachusetts
$303K
LI
920
Lafayette Investments
Maryland
$303K
ECM
921
Eisler Capital Management
United Kingdom
$301K
FWA
922
FSM Wealth Advisors
Ohio
$296K
LIG
923
Lokken Investment Group
Delaware
$296K
MAWA
924
Moss Adams Wealth Advisors
Washington
$296K
MBTD
925
Mechanics Bank - Trust Department
California
$294K