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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
NAM
926
NorthCrest Asset Manangement
Minnesota
$293K
KCM
927
Kanawha Capital Management
Virginia
$293K
AIIMS
928
Analyst IMS Investment Management Services
Israel
$291K
WAP
929
Wealthcare Advisory Partners
Pennsylvania
$290K
Q
930
QVR
California
$290K
KIA
931
KCM Investment Advisors
California
$290K
BA
932
Bridgewater Advisors
New York
$289K
AG
933
AmeriFlex Group
Nevada
$289K
RIL
934
Rothschild Investment LLC
Illinois
$288K
FHC
935
First Horizon Corporation
Tennessee
$288K
LIM
936
Leavell Investment Management
Alabama
$285K
HAIM
937
Hunter Associates Investment Management
Pennsylvania
$285K
AC
938
Avestar Capital
New York
$284K
FAG
939
Fortitude Advisory Group
Washington
$284K
GIA
940
Gateway Investment Advisers
Ohio
$283K
LWM
941
Liberty Wealth Management
California
$283K
Fisher Asset Management
942
Fisher Asset Management
Washington
$283K
OL
943
OneFund LLC
Florida
$282K
CCIA
944
Campbell & Co Investment Adviser
Maryland
$280K
BWL
945
Bogart Wealth LLC
Virginia
$279K
AWE
946
Avidian Wealth Enterprises
Texas
$279K
SIA
947
Soltis Investment Advisors
Utah
$278K
SWP
948
Strategic Wealth Partners
Ohio
$277K
SP
949
Stonebrook Private
Michigan
$277K
MSCM
950
McElhenny Sheffield Capital Management
Texas
$276K