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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
WIM
951
Westside Investment Management
California
$276K
MNBTD
952
Moody National Bank Trust Division
Texas
$275K
CWG
953
Cornerstone Wealth Group
North Carolina
$274K
CTI
954
Community Trust & Investment
Kentucky
$271K
KBFS
955
Kohmann Bosshard Financial Services
Ohio
$271K
ACM
956
Advisors Capital Management
New Jersey
$271K
OBWG
957
Onyx Bridge Wealth Group
New York
$270K
PW
958
PUREfi Wealth
Massachusetts
$270K
CIAS
959
Capital Investment Advisory Services
North Carolina
$268K
CC
960
Corton Capital
Ontario, Canada
$268K
HDIM
961
Hanson & Doremus Investment Management
Vermont
$267K
C
962
Certuity
Florida
$267K
CWM
963
Challenger Wealth Management
California
$267K
SDWMA
964
Schneider Downs Wealth Management Advisors
Pennsylvania
$265K
CC
965
Courier Capital
New York
$265K
FNBT
966
FineMark National Bank & Trust
Florida
$265K
FFS
967
Founders Financial Securities
Maryland
$263K
CAM
968
Concorde Asset Management
Michigan
$262K
NP
969
Ninepoint Partners
Ontario, Canada
$261K
FCBT
970
First Citizens Bank & Trust
North Carolina
$261K
FFP
971
FourThought Financial Partners
Florida
$259K
FC
972
Fairscale Capital
New Hampshire
$258K
FSC
973
Full Sail Capital
Oklahoma
$258K
IP
974
Investment Partners
Ohio
$257K
CWMGP
975
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$256K