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Welltower

1,319 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, 579 increasing their positions, 353 reducing their positions, and 84 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

5.48% less ownership

Funds ownership: 98.9%93.43% (-5.5%)

19% less funds holding in top 10

Funds holding in top 10: 3226 (-6)

Holders
1,319
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
Zurich Cantonal Bank
76
Zurich Cantonal Bank
Switzerland
$142M
BNP Paribas Financial Markets
77
BNP Paribas Financial Markets
France
$141M
Pictet Asset Management
78
Pictet Asset Management
Switzerland
$141M
New York State Common Retirement Fund
79
New York State Common Retirement Fund
New York
$137M
1832 Asset Management
80
1832 Asset Management
Ontario, Canada
$126M
Neuberger Berman Group
81
Neuberger Berman Group
New York
$125M
SO
82
STRS Ohio
Ohio
$124M
Swedbank
83
Swedbank
Sweden
$124M
CII
84
Capital International Inc
California
$122M
Natixis Advisors
85
Natixis Advisors
Massachusetts
$120M
Janus Henderson Group
86
Janus Henderson Group
United Kingdom
$114M
Citigroup
87
Citigroup
New York
$112M
Adage Capital Partners
88
Adage Capital Partners
Massachusetts
$108M
CAM
89
Congress Asset Management
Massachusetts
$105M
State Board of Administration of Florida Retirement System
90
State Board of Administration of Florida Retirement System
Florida
$104M
Alyeska Investment Group
91
Alyeska Investment Group
Illinois
$98.2M
Aviva
92
Aviva
United Kingdom
$92.6M
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$89.8M
AIM
94
AXA Investment Managers
France
$89.4M
Mitsubishi UFJ Trust & Banking
95
Mitsubishi UFJ Trust & Banking
Japan
$89.1M
Envestnet Asset Management
96
Envestnet Asset Management
Illinois
$88.7M
Retirement Systems of Alabama
97
Retirement Systems of Alabama
Alabama
$88.4M
State of New Jersey Common Pension Fund D
98
State of New Jersey Common Pension Fund D
New Jersey
$86.4M
Canada Pension Plan Investment Board
99
Canada Pension Plan Investment Board
Ontario, Canada
$83.9M
New York State Teachers Retirement System (NYSTRS)
100
New York State Teachers Retirement System (NYSTRS)
New York
$83.1M