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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
FFN
926
Focus Financial Network
Minnesota
$306K
M
927
MOTCO
Texas
$305K
FCM
928
Fieldview Capital Management
Michigan
$304K
SIM
929
Sentry Investment Management
Wisconsin
$303K
MC
930
Middleton & Co
Massachusetts
$303K
LI
931
Lafayette Investments
Maryland
$303K
ECM
932
Eisler Capital Management
United Kingdom
$301K
FWA
933
FSM Wealth Advisors
Ohio
$296K
LIG
934
Lokken Investment Group
Delaware
$296K
MAWA
935
Moss Adams Wealth Advisors
Washington
$296K
MBTD
936
Mechanics Bank - Trust Department
California
$294K
NAM
937
NorthCrest Asset Manangement
Minnesota
$293K
KCM
938
Kanawha Capital Management
Virginia
$293K
AIIMS
939
Analyst IMS Investment Management Services
Israel
$291K
WAP
940
Wealthcare Advisory Partners
Pennsylvania
$290K
Q
941
QVR
California
$290K
KIA
942
KCM Investment Advisors
California
$290K
BA
943
Bridgewater Advisors
New York
$289K
AG
944
AmeriFlex Group
Nevada
$289K
RIL
945
Rothschild Investment LLC
Illinois
$288K
FHC
946
First Horizon Corporation
Tennessee
$288K
LIM
947
Leavell Investment Management
Alabama
$285K
HAIM
948
Hunter Associates Investment Management
Pennsylvania
$285K
AC
949
Avestar Capital
New York
$284K
FAG
950
Fortitude Advisory Group
Washington
$284K