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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
ODA
901
One Degree Advisors
California
$335K
MW
902
Maia Wealth
Colorado
$334K
SMC
903
Smith, Moore & Co
Missouri
$334K
PMA
904
Prudent Man Advisors
Illinois
$333K
CGL
905
Clarius Group LLC
Washington
$329K
TWC
906
TD Waterhouse Canada
Ontario, Canada
$328K
AWM
907
Angeles Wealth Management
California
$328K
MWM
908
Modera Wealth Management
New Jersey
$322K
DWP
909
Daymark Wealth Partners
Ohio
$321K
AWM
910
Accurate Wealth Management
Florida
$321K
CFG
911
CMC Financial Group
Georgia
$321K
HR
912
Hardy Reed
Mississippi
$319K
CH
913
Cromwell Holdings
Wyoming
$317K
VAF
914
Values Added Financial
District of Columbia
$316K
OMC
915
Old Mission Capital
Illinois
$316K
CAG
916
Crestwood Advisors Group
Massachusetts
$316K
FDW
917
Fourth Dimension Wealth
Ohio
$314K
CPIG
918
Chicago Partners Investment Group
Illinois
$314K
BF
919
Brucke Financial
Indiana
$314K
CFG
920
Carr Financial Group
Massachusetts
$311K
CM
921
Cercano Management
Washington
$309K
OL
922
Optas LLC
Texas
$309K
CIC
923
Crawford Investment Counsel
Georgia
$308K
CFA
924
Cahill Financial Advisors
Minnesota
$306K
RPWA
925
Regent Peak Wealth Advisors
Georgia
$306K