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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
GIA
951
Gateway Investment Advisers
Ohio
$283K
LWM
952
Liberty Wealth Management
California
$283K
Fisher Asset Management
953
Fisher Asset Management
Washington
$283K
OL
954
OneFund LLC
Florida
$282K
CCIA
955
Campbell & Co Investment Adviser
Maryland
$280K
BWL
956
Bogart Wealth LLC
Virginia
$279K
AWE
957
Avidian Wealth Enterprises
Texas
$279K
SIA
958
Soltis Investment Advisors
Utah
$278K
SWP
959
Strategic Wealth Partners
Ohio
$277K
SP
960
Stonebrook Private
Michigan
$277K
MSCM
961
McElhenny Sheffield Capital Management
Texas
$276K
WIM
962
Westside Investment Management
California
$276K
MNBTD
963
Moody National Bank Trust Division
Texas
$275K
CWG
964
Cornerstone Wealth Group
North Carolina
$274K
CTI
965
Community Trust & Investment
Kentucky
$271K
KBFS
966
Kohmann Bosshard Financial Services
Ohio
$271K
ACM
967
Advisors Capital Management
New Jersey
$271K
OBWG
968
Onyx Bridge Wealth Group
New York
$270K
PW
969
PUREfi Wealth
Massachusetts
$270K
CIAS
970
Capital Investment Advisory Services
North Carolina
$268K
CC
971
Corton Capital
Ontario, Canada
$268K
HDIM
972
Hanson & Doremus Investment Management
Vermont
$267K
C
973
Certuity
Florida
$267K
CWM
974
Challenger Wealth Management
California
$267K
SDWMA
975
Schneider Downs Wealth Management Advisors
Pennsylvania
$265K