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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
LWM
976
LeConte Wealth Management
Tennessee
$256K
PWP
977
Phillips Wealth Planners
Mississippi
$255K
MHC
978
May Hill Capital
Massachusetts
$255K
RWP
979
Revolve Wealth Partners
New Jersey
$254K
AF
980
Advisornet Financial
Minnesota
$254K
VRM
981
Vectors Research Management
New York
$253K
NG
982
Norden Group
Utah
$253K
GXJ
983
Global X Japan
Japan
$251K
NI
984
Natural Investments
California
$251K
FWI
985
Facet Wealth Inc
Maryland
$250K
MWM
986
Mattern Wealth Management
Kansas
$249K
OFG
987
Oxford Financial Group
Indiana
$249K
WRPWM
988
Werba Rubin Papier Wealth Management
California
$248K
CTA
989
Colonial Trust Advisors
South Carolina
$248K
SCA
990
Stonebridge Capital Advisors
Minnesota
$247K
IAS
991
Investment Advisory Services
Texas
$246K
RA
992
RFG Advisory
Alabama
$243K
VCA
993
Verdence Capital Advisors
Maryland
$243K
FWM
994
Focused Wealth Management
New York
$242K
APC
995
Aspire Private Capital
North Carolina
$241K
HAM
996
Harmony Asset Management
Arizona
$241K
AWM
997
Aberdeen Wealth Management
Illinois
$240K
SA
998
Sovran Advisors
California
$240K
XF
999
XML Financial
Maryland
$238K
DW30
1000
Drucker Wealth 3.0
New Jersey
$237K